Tortoise Capital Advisors’s Stantec STN Stock Holding History

Tortoise Capital Advisors’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
2026 Q1	$1.52M	Sell	17,648 -3,621	-17%	-$341K	0.02%	82
2025 Q4	$2.01M	Buy	+21,269	New	+$2.19M	0.03%	69
2024 Q1	–	Sell	-6,683	Closed	-$537K	–	98
2023 Q4	$537K	Sell	6,683 -3,756	-36%	-$260K	0.01%	84
2023 Q3	$677K	Hold	10,439	–	–	0.01%	82
2023 Q2	$682K	Sell	10,439 -1,203	-10%	-$72.5K	0.01%	90
2023 Q1	$681K	Sell	11,642 -1,180	-9%	-$63.9K	0.01%	90
2022 Q4	$614K	Buy	12,822 +418	+3%	+$20.2K	0.01%	92
2022 Q3	$544K	Sell	12,404 -429	-3%	-$20.2K	0.01%	98
2022 Q2	$562K	Buy	12,833 +1,991	+18%	+$91.2K	0.01%	102
2022 Q1	$544K	Buy	10,842 +238	+2%	+$12.3K	0.01%	104
2021 Q4	$596K	Sell	10,604 -1,215	-10%	-$65.7K	0.01%	99
2021 Q3	$555K	Sell	11,819 -2,274	-16%	-$108K	0.01%	109
2021 Q2	$629K	Buy	14,093 +1,542	+12%	+$69.5K	0.01%	101
2021 Q1	$537K	Buy	12,551 +1,223	+11%	+$47.1K	0.01%	113
2020 Q4	$367K	Buy	11,328 +559	+5%	+$17.2K	0.01%	86
2020 Q3	$327K	Sell	10,769 -253	-2%	-$8.01K	0.01%	94
2020 Q2	$340K	Buy	11,022 +5,730	+108%	+$167K	0.01%	79
2020 Q1	$135K	Buy	+5,292	New	+$152K	﹤0.01%	117

Other funds holding STN

Bank of Montreal

Bank of Montreal Toronto, Ontario, Canada $245B AUM 31.4% 1-Year Est. Return

1832 Asset Management

1832 Asset Management Toronto, Ontario, Canada $75.5B AUM 35.56% 1-Year Est. Return

AllianceBernstein

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return

Pictet Asset Management

Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Mackenzie Financial

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

Fiera Capital (Canada)

Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return