Evergreen Capital Management’s West Fraser Timber WFG Stock Holding History

Evergreen Capital Management’s Portfolio WFG Stock Details WFG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	–	Sell	-6,826	Closed	-$527K	–	1073
2024 Q2	$527K	Buy	6,826 +564	+9%	+$44.8K	0.02%	448
2024 Q1	$543K	Sell	6,262 -533	-8%	-$43.6K	0.02%	427
2023 Q4	$584K	Buy	6,795 +649	+11%	+$48K	0.02%	386
2023 Q3	$448K	Sell	6,146 -240	-4%	-$18.9K	0.02%	422
2023 Q2	$551K	Sell	6,386 -66,589	-91%	-$5.02M	0.02%	374
2023 Q1	$5.23M	Buy	72,975 +1,800	+3%	+$138K	0.23%	123
2022 Q4	$5.16M	Sell	71,175 -2,501	-3%	-$191K	0.24%	121
2022 Q3	$5.35M	Buy	73,676 +2,660	+4%	+$231K	0.28%	104
2022 Q2	$5.47M	Buy	71,016 +6,568	+10%	+$553K	0.28%	103
2022 Q1	$5.3M	Buy	+64,448	New	+$6.06M	0.22%	132

Other funds holding WFG

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

LBA

Letko, Brosseau & Associates Montreal, Quebec, Canada $6.2B AUM 38.92% 1-Year Est. Return

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

Norges Bank Oslo, Norway $935B AUM

Evergreen Capital Management's WFG Position: Q3 2024 in Review

Evergreen Capital Management sold out of West Fraser Timber (WFG) in Q3 2024, closing a stake of 6,826 shares — an estimated $527K sold.

Evergreen Capital Management first reported a position in WFG in Q1 2022 and held it in 10 quarters. The position peaked at $5.47M in Q2 2022. 208 funds tracked by Wall St. Rank hold WFG as of Q3 2024.

Evergreen Capital Management reported no remaining West Fraser Timber position as of Q3 2024 after selling out during the quarter.
Evergreen Capital Management sold 6,826 West Fraser Timber shares in Q3 2024, an estimated $527K.
Evergreen Capital Management first reported a position in West Fraser Timber in Q1 2022 and held it in 10 quarters.
Evergreen Capital Management's West Fraser Timber position peaked at $5.47M in Q2 2022.
208 funds tracked by Wall St. Rank held West Fraser Timber as of Q3 2024.

Based on Evergreen Capital Management's 13F filing for Q3 2024, filed 14 Nov 2024.