Marvin & Palmer Associates’s Cameco CCJ Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
Sell
-32,274
Closed -$3.51M 31
2026
Q1
$3.51M Sell
32,274
-5,399
-14% -$618K 4.2% 14
2025
Q4
$3.45M Sell
37,673
-222
-0.6% -$20K 2.43% 20
2025
Q3
$3.87M Buy
+37,895
New +$2.94M 2.88% 15

Other funds holding CCJ

Marvin & Palmer Associates's CCJ Position: Q2 2026 in Review

Marvin & Palmer Associates sold out of Cameco (CCJ) in Q2 2026, closing a stake of 32,274 shares — an estimated $3.51M sold.

Marvin & Palmer Associates first reported a position in CCJ in Q3 2025 and held it in 3 quarters. The position peaked at $3.87M in Q3 2025. 1,033 funds tracked by Wall St. Rank hold CCJ as of Q2 2026.

  • Marvin & Palmer Associates reported no remaining Cameco position as of Q2 2026 after selling out during the quarter.
  • Marvin & Palmer Associates sold 32,274 Cameco shares in Q2 2026, an estimated $3.51M.
  • Marvin & Palmer Associates first reported a position in Cameco in Q3 2025 and held it in 3 quarters.
  • Marvin & Palmer Associates's Cameco position peaked at $3.87M in Q3 2025.
  • 1,033 funds tracked by Wall St. Rank held Cameco as of Q2 2026.

Based on Marvin & Palmer Associates's 13F filing for Q2 2026, filed 7 Aug 2026.