Laurie J. Hall Trustee’s CAE Inc CAE Stock Holding History

Laurie J. Hall Trustee’s Portfolio CAE Stock Details CAE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-250	Closed	-$5K	–	265
2022 Q4	$5K	Sell	250 -145	-37%	-$2.79K	﹤0.01%	250
2022 Q3	$6K	Sell	395 -175	-31%	-$3.74K	﹤0.01%	272
2022 Q2	$14K	Hold	570	–	–	0.01%	243
2022 Q1	$15K	Hold	570	–	–	0.01%	255
2021 Q4	$14K	Hold	570	–	–	0.01%	265
2021 Q3	$17K	Sell	570 -350	-38%	-$10.4K	0.01%	252
2021 Q2	$28K	Hold	920	–	–	0.01%	240
2021 Q1	$26K	Hold	920	–	–	0.01%	249
2020 Q4	$26K	Hold	920	–	–	0.01%	241
2020 Q3	$13K	Buy	+920	New	+$13.9K	0.01%	252
2019 Q4	$17K	Buy	630 +110	+21%	+$2.83K	0.01%	242
2019 Q3	$0	Hold	520	–	–	﹤0.01%	331
2019 Q2	$14K	Hold	520	–	–	0.01%	250
2019 Q1	$12K	Hold	520	–	–	0.01%	258
2018 Q4	$11K	Sell	520 -90	-15%	-$1.71K	0.01%	262
2018 Q3	$12K	Hold	610	–	–	0.01%	282
2018 Q2	$13K	Sell	610 -20	-3%	-$396	0.01%	277
2018 Q1	$12K	Hold	630	–	–	0.01%	280
2017 Q4	$12K	Sell	630 -300	-32%	-$5.3K	0.01%	283
2017 Q3	$16.3K	Hold	930	–	–	0.01%	222
2017 Q2	$16K	Hold	930	–	–	0.01%	218
2017 Q1	$14.2K	Hold	930	–	–	0.01%	221
2016 Q4	$13K	Buy	+930	New	+$13.3K	0.01%	226
2016 Q2	$12K	Buy	930 +490	+111%	+$5.92K	0.01%	224
2016 Q1	$5K	Buy	+440	New	+$4.76K	﹤0.01%	239

Other funds holding CAE

Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return

Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $70.2B AUM 30.95% 1-Year Est. Return

JFL

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

BGC

Beutel, Goodman & Co Toronto, Ontario, Canada $13.6B AUM 17.82% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return

Laurie J. Hall Trustee's CAE Position: Q1 2023 in Review

Laurie J. Hall Trustee sold out of CAE Inc (CAE) in Q1 2023, closing a stake of 250 shares — an estimated $5K sold.

Laurie J. Hall Trustee first reported a position in CAE in Q1 2016 and held it in 25 quarters. The position peaked at $28K in Q2 2021. 180 funds tracked by Wall St. Rank hold CAE as of Q1 2023.

Laurie J. Hall Trustee reported no remaining CAE Inc position as of Q1 2023 after selling out during the quarter.
Laurie J. Hall Trustee sold 250 CAE Inc shares in Q1 2023, an estimated $5K.
Laurie J. Hall Trustee first reported a position in CAE Inc in Q1 2016 and held it in 25 quarters.
Laurie J. Hall Trustee's CAE Inc position peaked at $28K in Q2 2021.
180 funds tracked by Wall St. Rank held CAE Inc as of Q1 2023.

Based on Laurie J. Hall Trustee's 13F filing for Q1 2023, filed 7 Apr 2023.