Grantham, Mayo, Van Otterloo & Co (GMO)’s West Fraser Timber WFG Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$21.5M Sell
293,699
-93,002
-24% -$6.81M 0.06% 166
2025
Q1
$29.7M Sell
386,701
-10,255
-3% -$788K 0.09% 141
2024
Q4
$34.4M Sell
396,956
-105,467
-21% -$9.13M 0.11% 120
2024
Q3
$49M Sell
502,423
-43,234
-8% -$4.22M 0.15% 90
2024
Q2
$41.9M Sell
545,657
-11,789
-2% -$905K 0.14% 93
2024
Q1
$48.2M Sell
557,446
-37,375
-6% -$3.23M 0.18% 84
2023
Q4
$51.1M Buy
594,821
+15,448
+3% +$1.33M 0.23% 78
2023
Q3
$42.2M Buy
579,373
+36,132
+7% +$2.63M 0.2% 92
2023
Q2
$46.7M Buy
543,241
+27,941
+5% +$2.4M 0.22% 81
2023
Q1
$36.7M Sell
515,300
-30,000
-6% -$2.14M 0.19% 105
2022
Q4
$39.4M Buy
545,300
+33,300
+7% +$2.4M 0.21% 97
2022
Q3
$37.2M Buy
512,000
+53,800
+12% +$3.91M 0.21% 84
2022
Q2
$35.1M Buy
458,200
+152,400
+50% +$11.7M 0.19% 99
2022
Q1
$25.2M Buy
305,800
+88,800
+41% +$7.31M 0.12% 162
2021
Q4
$20.7M Buy
217,000
+101,800
+88% +$9.73M 0.1% 166
2021
Q3
$9.7M Buy
+115,200
New +$9.7M 0.05% 249