Leuthold Group’s West Fraser Timber WFG Stock Holding History

Leuthold Group’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
2023 Q1	–	Sell	-43,913	Closed	-$3.17M	–	221
2022 Q4	$3.17M	Sell	43,913 -1,028	-2%	-$78.4K	0.43%	95
2022 Q3	$3.26M	Sell	44,941 -888	-2%	-$77K	0.49%	84
2022 Q2	$3.52M	Buy	+45,829	New	+$3.86M	0.5%	80

Other funds holding WFG

PAMS

Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return

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

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

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

LBA

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

Norges Bank Oslo, Norway $935B AUM

VLKIM

Van Lanschot Kempen Investment Management Amsterdam, Netherlands $11.4B AUM 16.77% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 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

Leuthold Group's WFG Position: Q1 2023 in Review

Leuthold Group sold out of West Fraser Timber (WFG) in Q1 2023, closing a stake of 43,913 shares — an estimated $3.17M sold.

Leuthold Group first reported a position in WFG in Q2 2022 and held it in 3 quarters. The position peaked at $3.52M in Q2 2022. 193 funds tracked by Wall St. Rank hold WFG as of Q1 2023.

Leuthold Group reported no remaining West Fraser Timber position as of Q1 2023 after selling out during the quarter.
Leuthold Group sold 43,913 West Fraser Timber shares in Q1 2023, an estimated $3.17M.
Leuthold Group first reported a position in West Fraser Timber in Q2 2022 and held it in 3 quarters.
Leuthold Group's West Fraser Timber position peaked at $3.52M in Q2 2022.
193 funds tracked by Wall St. Rank held West Fraser Timber as of Q1 2023.

Based on Leuthold Group's 13F filing for Q1 2023, filed 18 Apr 2023.