Discovery Capital Management’s Cameco CCJ Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q1
Sell
-1,278,613
Closed -$11.4M 33
2019
Q4
$11.4M Sell
1,278,613
-56,100
-4% -$499K 3.61% 9
2019
Q3
$12.7M Sell
1,334,713
-78,200
-6% -$743K 2.12% 14
2019
Q2
$15.2M Buy
1,412,913
+92,600
+7% +$993K 1.45% 20
2019
Q1
$15.6M Buy
1,320,313
+412,113
+45% +$4.86M 1.62% 17
2018
Q4
$10.3M Buy
+908,200
New +$10.3M 0.86% 30