Permian Investment Partners’s Cameco CCJ Stock Holding History

Permian Investment Partners’s Portfolio CCJ Stock Details CCJ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-869,891	Closed	-$37.5M	–	22
2023 Q4	$37.5M	Sell	869,891 -382,000	-31%	-$16M	4.23%	8
2023 Q3	$49.6M	Sell	1,251,891 -1,216,759	-49%	-$43M	5.77%	8
2023 Q2	$77.3M	Buy	2,468,650 +60,000	+2%	+$1.69M	8.67%	6
2023 Q1	$63M	Sell	2,408,650 -100,000	-4%	-$2.64M	8.3%	6
2022 Q4	$56.9M	Buy	2,508,650 +2,100,000	+514%	+$49.4M	9.94%	6
2022 Q3	$10.8M	Sell	408,650 -60,000	-13%	-$1.54M	1.96%	9
2022 Q2	$9.85M	Buy	468,650 +114,000	+32%	+$2.88M	1.61%	10
2022 Q1	$10.3M	Buy	+354,650	New	+$8.32M	1.24%	11

Other funds holding CCJ

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Permian Investment Partners's CCJ Position: Q1 2024 in Review

Permian Investment Partners sold out of Cameco (CCJ) in Q1 2024, closing a stake of 869,891 shares — an estimated $37.5M sold.

Permian Investment Partners first reported a position in CCJ in Q1 2022 and held it in 8 quarters. The position peaked at $77.3M in Q2 2023. 588 funds tracked by Wall St. Rank hold CCJ as of Q1 2024.

Permian Investment Partners reported no remaining Cameco position as of Q1 2024 after selling out during the quarter.
Permian Investment Partners sold 869,891 Cameco shares in Q1 2024, an estimated $37.5M.
Permian Investment Partners first reported a position in Cameco in Q1 2022 and held it in 8 quarters.
Permian Investment Partners's Cameco position peaked at $77.3M in Q2 2023.
588 funds tracked by Wall St. Rank held Cameco as of Q1 2024.

Based on Permian Investment Partners's 13F filing for Q1 2024, filed 15 May 2024.