KGH Ltd’s West Fraser Timber WFG Stock Holding History

KGH Ltd’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 Q4	$13.3M	Sell	154,000 -153,000	-50%	-$14.3M	0.69%	18
2024 Q3	$29.9M	Buy	307,000 +119,548	+64%	+$10.2M	1.67%	17
2024 Q2	$14.4M	Buy	187,452 +52,452	+39%	+$4.16M	0.84%	23
2024 Q1	$11.7M	Sell	135,000 -260,000	-66%	-$21.3M	0.64%	28
2023 Q4	$33.8M	Buy	395,000 +75,000	+23%	+$5.55M	1.75%	18
2023 Q3	$23.3M	Sell	320,000 -1,102	-0.3%	-$86.7K	1.22%	23
2023 Q2	$27.6M	Buy	321,102 +125,000	+64%	+$9.43M	1.92%	17
2023 Q1	$14M	Buy	196,102 +111,102	+131%	+$8.54M	1.09%	22
2022 Q4	$6.14M	Buy	+85,000	New	+$6.48M	0.46%	27
2022 Q1	–	Sell	-128,615	Closed	-$12.3M	–	45
2021 Q4	$12.3M	Buy	128,615 +53,615	+71%	+$4.64M	1.25%	21
2021 Q3	$6.32M	Buy	75,000 +58,000	+341%	+$4.32M	0.61%	27
2021 Q2	$1.22M	Sell	17,000 -267,213	-94%	-$20.5M	0.13%	30
2021 Q1	$20.4M	Buy	+284,213	New	+$19.1M	2.57%	14

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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

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

KGH Ltd's WFG Position: Q4 2024 in Review

KGH Ltd reduced its West Fraser Timber (WFG) stake by 50% in Q4 2024, selling an estimated $14.3M and leaving 154,000 shares worth $13.3M. The position accounts for 0.69% of the portfolio, ranked #18.

KGH Ltd first reported a position in WFG in Q1 2021 and has held it in 13 quarters since. The position peaked at $33.8M in Q4 2023. 212 funds tracked by Wall St. Rank hold WFG as of Q4 2024.

KGH Ltd held 154,000 shares of West Fraser Timber worth $13.3M as of Q4 2024.
KGH Ltd sold 153,000 West Fraser Timber shares in Q4 2024, an estimated $14.3M.
West Fraser Timber made up 0.69% of KGH Ltd's portfolio in Q4 2024, its #18 holding.
KGH Ltd first reported a position in West Fraser Timber in Q1 2021 and has held it in 13 quarters since.
KGH Ltd's West Fraser Timber position peaked at $33.8M in Q4 2023.
212 funds tracked by Wall St. Rank held West Fraser Timber as of Q4 2024.

Based on KGH Ltd's 13F filing for Q4 2024, filed 14 Feb 2025.