Phoenix Financial’s CAE Inc CAE Stock Holding History

Phoenix Financial’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
2025 Q3	–	Sell	-352,200	Closed	-$10.3M	–	476
2025 Q2	$10.3M	Buy	+352,200	New	+$8.88M	0.14%	84
2025 Q1	–	Sell	-225,192	Closed	-$5.49M	–	379
2024 Q4	$5.72M	Hold	225,192	–	–	0.08%	120
2024 Q3	$4.23M	Hold	225,192	–	–	0.06%	146
2024 Q2	$4.27M	Buy	225,192 +67,600	+43%	+$1.31M	0.07%	150
2024 Q1	$3.24M	Hold	157,592	–	–	0.04%	161
2023 Q4	$3.4M	Buy	157,592 +97,092	+160%	+$2.07M	0.06%	150
2023 Q3	$1.42M	Buy	+60,500	New	+$1.4M	0.03%	208

Other funds holding CAE

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

BIP

Brandes Investment Partners La Jolla, California $14.3B AUM 23.11% 1-Year Est. Return

Browning West Los Angeles, California $1.69B AUM 9.16% 1-Year Est. Return

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

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

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

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

BGC

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

Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return

Phoenix Financial's CAE Position: Q3 2025 in Review

Phoenix Financial sold out of CAE Inc (CAE) in Q3 2025, closing a stake of 352,200 shares — an estimated $10.3M sold.

Phoenix Financial first reported a position in CAE in Q3 2023 and held it in 7 quarters. The position peaked at $10.3M in Q2 2025. 261 funds tracked by Wall St. Rank hold CAE as of Q3 2025.

Phoenix Financial reported no remaining CAE Inc position as of Q3 2025 after selling out during the quarter.
Phoenix Financial sold 352,200 CAE Inc shares in Q3 2025, an estimated $10.3M.
Phoenix Financial first reported a position in CAE Inc in Q3 2023 and held it in 7 quarters.
Phoenix Financial's CAE Inc position peaked at $10.3M in Q2 2025.
261 funds tracked by Wall St. Rank held CAE Inc as of Q3 2025.

Based on Phoenix Financial's 13F filing for Q3 2025, filed 3 Nov 2025.