J. Safra Sarasin Holding AG STN STANTEC INC

Ownership history in J. Safra Sarasin Holding AG  ·  9 quarters on record

AI Ownership Summary

J. Safra Sarasin Holding AG reported STANTEC INC (STN) in 9 quarterly 13F filings from 2024 Q2 through 2026 Q2. Peak portfolio weight reached 0.81% in 2024 Q2. The latest visible filing shows STN at 0.13% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this STN ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was J. Safra Sarasin Holding AG's position in STANTEC INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

STN was reported at 0.13% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.81% in 2024 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q2 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How J. Safra Sarasin Holding AG held STN — position size vs. price
% of Fund (quarterly)    STN price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 9 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 ADDED 214,598 +79,454 +58.8% 0.13% $8.7M 2026-07-31 $70.49
2026 Q1 REDUCED 15.6% -20.1% 135,144 -24,896 -15.6% 0.20% $11.6M 2026-05-04 $90.73
2025 Q4 REDUCED 38.7% -8.2% 160,040 -100,907 -38.7% 0.25% $15.1M 2026-01-15 $98.85
2025 Q3 ADDED 260,947 +46,194 +21.5% 0.46% $28.1M 2025-11-03 $109.01
2025 Q2 REDUCED 14.2% -2.7% 214,753 -35,614 -14.2% 0.40% $23.3M 2025-07-21 $111.20
2025 Q1 REDUCED 9.1% +31.4% 250,367 -25,074 -9.1% 0.38% $20.7M 2025-05-09 $93.79
2024 Q4 ADDED 275,441 +2,409 +0.9% 0.37% $21.6M 2025-02-14 $76.68
2024 Q3 REDUCED 48.2% -2.3% 273,032 -254,549 -48.2% 0.38% $22.0M 2024-11-12 $81.44
2024 Q2 INITIATED 527,581 0.81% $44.1M 2024-07-30 $84.41

FAQ About J. Safra Sarasin Holding AG and STN

These are the practical questions this page is built to answer before you even open the full history table.

How long has J. Safra Sarasin Holding AG reported owning STN?

J. Safra Sarasin Holding AG reported STN across 9 quarterly 13F filings, from 2024 Q2 through 2026 Q2.

What was the largest reported STN position in J. Safra Sarasin Holding AG's portfolio?

The largest reported portfolio weight for STN was 0.81% in 2024 Q2.

What is the latest reported STN position on this page?

The most recent filing on this page is 2026 Q2, when J. Safra Sarasin Holding AG reported 214,598 shares, equal to 0.13% of portfolio, with an estimated market value of $8.7M.

What does the chart on this STN ownership page compare?

The chart compares J. Safra Sarasin Holding AG's quarterly STN portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did J. Safra Sarasin Holding AG time their STN position?

Based on 13F filing dates vs. subsequent STN price moves, J. Safra Sarasin Holding AG correctly timed 5 out of 8 reported position changes (62%). The annualised alpha on STN relative to SPY over the holding period was -23.1%.

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