Ninety One (UK)’s West Fraser Timber WFG Stock Holding History

Ninety One (UK)’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
2022 Q4	–	Sell	-38,736	Closed	-$2.82M	–	204
2022 Q3	$2.82M	Sell	38,736 -36,545	-49%	-$3.17M	0.01%	171
2022 Q2	$5.76M	Buy	75,281 +2,443	+3%	+$206K	0.02%	167
2022 Q1	$6M	Sell	72,838 -23,146	-24%	-$2.17M	0.02%	175
2021 Q4	$9.17M	Buy	95,984 +1,776	+2%	+$154K	0.02%	177
2021 Q3	$7.93M	Sell	94,208 -8,406	-8%	-$627K	0.02%	176
2021 Q2	$7.37M	Buy	102,614 +6,195	+6%	+$476K	0.02%	183
2021 Q1	$6.94M	Buy	+96,419	New	+$6.48M	0.02%	188

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

Norges Bank Oslo, Norway $935B AUM

LBA

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

Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

VLKIM

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

Skandinaviska Enskilda Banken (SEB) Stockholm, Sweden $4.34B AUM 19.31% 1-Year Est. Return

Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $43.4B AUM 51.29% 1-Year Est. Return

Ninety One (UK)'s WFG Position: Q4 2022 in Review

Ninety One (UK) sold out of West Fraser Timber (WFG) in Q4 2022, closing a stake of 38,736 shares — an estimated $2.82M sold.

Ninety One (UK) first reported a position in WFG in Q1 2021 and held it in 7 quarters. The position peaked at $9.17M in Q4 2021. 200 funds tracked by Wall St. Rank hold WFG as of Q4 2022.

Ninety One (UK) reported no remaining West Fraser Timber position as of Q4 2022 after selling out during the quarter.
Ninety One (UK) sold 38,736 West Fraser Timber shares in Q4 2022, an estimated $2.82M.
Ninety One (UK) first reported a position in West Fraser Timber in Q1 2021 and held it in 7 quarters.
Ninety One (UK)'s West Fraser Timber position peaked at $9.17M in Q4 2021.
200 funds tracked by Wall St. Rank held West Fraser Timber as of Q4 2022.

Based on Ninety One (UK)'s 13F filing for Q4 2022, filed 7 Feb 2023.