Cidel Asset Management’s Stagwell STGW Stock Holding History

Cidel Asset Management’s Portfolio STGW Stock Details STGW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	–	Sell	-1,878,426	Closed	-$14M	–	500
2026 Q2	$14M	Sell	1,878,426 -161,254	-8%	-$1.07M	0.67%	48
2026 Q1	$12.8M	Hold	2,039,680	–	–	0.7%	43
2025 Q4	$10M	Hold	2,039,680	–	–	0.71%	41
2025 Q3	$11.5M	Hold	2,039,680	–	–	0.66%	45
2025 Q2	$9.18M	Hold	2,039,680	–	–	0.55%	49
2025 Q1	$12.3M	Hold	2,039,680	–	–	0.81%	44
2024 Q4	$13.4M	Hold	2,039,680	–	–	0.9%	39
2024 Q3	$14.3M	Hold	2,039,680	–	–	1.01%	34
2024 Q2	$13.9M	Hold	2,039,680	–	–	1.08%	35
2024 Q1	$12.7M	Hold	2,039,680	–	–	0.96%	36
2023 Q4	$13.5M	Buy	2,039,680 +304,956	+18%	+$1.52M	0.58%	49
2023 Q3	$8.14M	Hold	1,734,724	–	–	0.41%	54
2023 Q2	$12.5M	Hold	1,734,724	–	–	0.57%	51
2023 Q1	$12.9M	Sell	1,734,724 -239,142	-12%	-$1.67M	0.59%	51
2022 Q4	$12.3M	Buy	1,973,866 +141,896	+8%	+$1.02M	0.57%	51
2022 Q3	$12.7M	Hold	1,831,970	–	–	0.61%	50
2022 Q2	$9.9M	Hold	1,831,970	–	–	0.43%	55
2022 Q1	$13.3M	Sell	1,831,970 -30,775	-2%	-$231K	0.48%	55
2021 Q4	$16.2M	Buy	+1,862,745	New	+$16M	0.6%	51

Other funds holding STGW

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Boston Partners Boston, Massachusetts $111B AUM 30.48% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Penn Capital Management Philadelphia, Pennsylvania $1.37B AUM 42.56% 1-Year Est. Return

Diversify Advisory Services Sandy, Utah $6.69B AUM 18.85% 1-Year Est. Return

Diversify Wealth Management Sandy, Utah $6.69B AUM 22.4% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

Western Standard LLC Los Angeles, California $424M AUM 17.4% 1-Year Est. Return

ABLE Financial Group Scottsdale, Arizona $640M AUM 16% 1-Year Est. Return

Jupiter Asset Management London, United Kingdom $21.4B AUM 19.74% 1-Year Est. Return

Cidel Asset Management's STGW Position: Q3 2026 in Review

Cidel Asset Management sold out of Stagwell (STGW) in Q3 2026, closing a stake of 1,878,426 shares — an estimated $14M sold.

Cidel Asset Management first reported a position in STGW in Q4 2021 and held it in 19 quarters. The position peaked at $16.2M in Q4 2021. 101 funds tracked by Wall St. Rank hold STGW as of Q3 2026.

Cidel Asset Management reported no remaining Stagwell position as of Q3 2026 after selling out during the quarter.
Cidel Asset Management sold 1,878,426 Stagwell shares in Q3 2026, an estimated $14M.
Cidel Asset Management first reported a position in Stagwell in Q4 2021 and held it in 19 quarters.
Cidel Asset Management's Stagwell position peaked at $16.2M in Q4 2021.
101 funds tracked by Wall St. Rank held Stagwell as of Q3 2026.

Based on Cidel Asset Management's 13F filing for Q3 2026, filed 29 Oct 2026.