Schechter Investment Advisors’s CAE Inc. Common Shares CAE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q1
$862K Sell
35,064
-9,983
-22% -$243K 0.07% 257
2024
Q4
$1.14M Buy
45,047
+666
+2% +$14K 0.09% 220
2024
Q3
$832K Buy
44,381
+1,409
+3% +$25.3K 0.06% 286
2024
Q2
$798K Buy
+42,972
New +$832K 0.06% 282

Other funds holding CAE

Schechter Investment Advisors's CAE Position: Q1 2025 in Review

Schechter Investment Advisors reduced its CAE Inc. Common Shares (CAE) stake by 22% in Q1 2025, selling an estimated $243K and leaving 35,064 shares worth $862K. The position accounts for 0.07% of the portfolio, ranked #257.

Schechter Investment Advisors first reported a position in CAE in Q2 2024 and has held it in 4 quarters since. The position peaked at $1.14M in Q4 2024. 229 funds tracked by Wall St. Rank hold CAE as of Q1 2025.

  • Schechter Investment Advisors held 35,064 shares of CAE Inc. Common Shares worth $862K as of Q1 2025.
  • Schechter Investment Advisors sold 9,983 CAE Inc. Common Shares shares in Q1 2025, an estimated $243K.
  • CAE Inc. Common Shares made up 0.07% of Schechter Investment Advisors's portfolio in Q1 2025, its #257 holding.
  • Schechter Investment Advisors first reported a position in CAE Inc. Common Shares in Q2 2024 and has held it in 4 quarters since.
  • Schechter Investment Advisors's CAE Inc. Common Shares position peaked at $1.14M in Q4 2024.
  • 229 funds tracked by Wall St. Rank held CAE Inc. Common Shares as of Q1 2025.

Based on Schechter Investment Advisors's 13F filing for Q1 2025, filed 1 May 2025.