Giverny Capital’s Stantec STN Stock Holding History

Giverny Capital’s Portfolio STN Stock Details STN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q3	–	Sell	-21,329	Closed	-$721K	–	40
2018 Q2	$721K	Hold	21,329	–	–	0.09%	26
2018 Q1	$526K	Hold	21,329	–	–	0.07%	26
2017 Q4	$596K	Sell	21,329 -125	-0.6%	-$3.49K	0.08%	25
2017 Q3	$595K	Buy	21,454 +125	+0.6%	+$3.32K	0.09%	23
2017 Q2	$535K	Sell	21,329 -20,023	-48%	-$492K	0.09%	20
2017 Q1	$1.07M	Hold	41,352	–	–	0.18%	19
2016 Q4	$1.04M	Sell	41,352 -15,000	-27%	-$371K	0.18%	22
2016 Q3	$1.32M	Hold	56,352	–	–	0.25%	21
2016 Q2	$1.36M	Hold	56,352	–	–	0.26%	19
2016 Q1	$1.43M	Hold	56,352	–	–	0.28%	19
2015 Q4	$1.4M	Hold	56,352	–	–	0.28%	22
2015 Q3	$1.23M	Hold	56,352	–	–	0.25%	22
2015 Q2	$1.65M	Buy	56,352 +15,958	+40%	+$438K	0.33%	23
2015 Q1	$965K	Buy	+40,394	New	+$1.02M	0.21%	21

Other funds holding STN

JFL

Jarislowsky, Fraser Ltd Montreal, Quebec, Canada $18.2B AUM 22.04% 1-Year Est. Return

Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $62.4B AUM 23.7% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

PAMU

Pictet Asset Management (UK) London, United Kingdom $91.8B AUM 47.77% 1-Year Est. Return

QV Investors Calgary, Alberta, Canada $1.3B AUM 31.14% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

GCC

Guardian Capital (Canada) Toronto, Ontario, Canada $3.78B AUM 33.04% 1-Year Est. Return

Mawer Investment Management Calgary, Alberta, Canada $15.4B AUM 10.9% 1-Year Est. Return

Giverny Capital's STN Position: Q3 2018 in Review

Giverny Capital sold out of Stantec (STN) in Q3 2018, closing a stake of 21,329 shares — an estimated $721K sold.

Giverny Capital first reported a position in STN in Q1 2015 and held it in 14 quarters. The position peaked at $1.65M in Q2 2015. 82 funds tracked by Wall St. Rank hold STN as of Q3 2018.

Giverny Capital reported no remaining Stantec position as of Q3 2018 after selling out during the quarter.
Giverny Capital sold 21,329 Stantec shares in Q3 2018, an estimated $721K.
Giverny Capital first reported a position in Stantec in Q1 2015 and held it in 14 quarters.
Giverny Capital's Stantec position peaked at $1.65M in Q2 2015.
82 funds tracked by Wall St. Rank held Stantec as of Q3 2018.

Based on Giverny Capital's 13F filing for Q3 2018, filed 13 Nov 2018.