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LRI Investments’s CAE Inc. Common Shares CAE Stock Holding History

LRI Investments’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
2026
Q2 		$276 Sell
11
-207
-95% -$5.36K ﹤0.01% 1673
2026
Q1 		$5.68K Buy
+218
New +$6.6K ﹤0.01% 1058

Other funds holding CAE

TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
AC
Addenda Capital Montreal, Quebec, Canada $3.68B AUM 32.88% 1-Year Est. Return
MBI
Montrusco Bolton Investments Montreal, Quebec, Canada $6.46B AUM 26.7% 1-Year Est. Return
HCM
Heathbridge Capital Management Toronto, Ontario, Canada $292M AUM 21.77% 1-Year Est. Return
CAM
Cidel Asset Management Toronto, Ontario, Ontario, Canada $2.08B AUM 24.89% 1-Year Est. Return
AF
Avanza Fonder Stockholm, Sweden $4.59B AUM 41.03% 1-Year Est. Return
HJIM
Henry James International Management New York $334M AUM 49.44% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
SLAM
Swiss Life Asset Management Zurich $24.1B AUM 38.82% 1-Year Est. Return

LRI Investments's CAE Position: Q2 2026 in Review

LRI Investments reduced its CAE Inc. Common Shares (CAE) stake by 95% in Q2 2026, selling an estimated $5.36K and leaving 11 shares worth $276. The position accounts for ﹤0.01% of the portfolio, ranked #1673.

LRI Investments first reported a position in CAE in Q1 2026 and has held it in 2 quarters since. The position peaked at $5.68K in Q1 2026. 56 funds tracked by Wall St. Rank hold CAE as of Q2 2026.

  • LRI Investments held 11 shares of CAE Inc. Common Shares worth $276 as of Q2 2026.
  • LRI Investments sold 207 CAE Inc. Common Shares shares in Q2 2026, an estimated $5.36K.
  • CAE Inc. Common Shares made up ﹤0.01% of LRI Investments's portfolio in Q2 2026, its #1673 holding.
  • LRI Investments first reported a position in CAE Inc. Common Shares in Q1 2026 and has held it in 2 quarters since.
  • LRI Investments's CAE Inc. Common Shares position peaked at $5.68K in Q1 2026.
  • 56 funds tracked by Wall St. Rank held CAE Inc. Common Shares as of Q2 2026.

Based on LRI Investments's 13F filing for Q2 2026, filed 14 Jul 2026.