Sagefield Capital’s Cameco CCJ Stock Holding History

Sagefield Capital’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
2026 Q1	$18.3M	Sell	168,126 -84,702	-34%	-$9.69M	1.31%	22
2025 Q4	$23.1M	Buy	252,828 +55,742	+28%	+$5.02M	1.96%	13
2025 Q3	$16.5M	Buy	197,086 +5,897	+3%	+$457K	1.85%	15
2025 Q2	$14.2M	Sell	191,189 -69,536	-27%	-$3.71M	1.98%	16
2025 Q1	$10.7M	Sell	260,725 -61,975	-19%	-$2.92M	1.29%	18
2024 Q4	$16.6M	Buy	322,700 +160,664	+99%	+$8.75M	1.8%	15
2024 Q3	$7.74M	Buy	+162,036	New	+$7.06M	0.84%	36

Other funds holding CCJ

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

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

TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

Sagefield Capital's CCJ Position: Q1 2026 in Review

Sagefield Capital reduced its Cameco (CCJ) stake by 34% in Q1 2026, selling an estimated $9.69M and leaving 168,126 shares worth $18.3M. The position accounts for 1.31% of the portfolio, ranked #22.

Sagefield Capital first reported a position in CCJ in Q3 2024 and has held it in 7 quarters since. The position peaked at $23.1M in Q4 2025. 1,015 funds tracked by Wall St. Rank hold CCJ as of Q1 2026.

Sagefield Capital held 168,126 shares of Cameco worth $18.3M as of Q1 2026.
Sagefield Capital sold 84,702 Cameco shares in Q1 2026, an estimated $9.69M.
Cameco made up 1.31% of Sagefield Capital's portfolio in Q1 2026, its #22 holding.
Sagefield Capital first reported a position in Cameco in Q3 2024 and has held it in 7 quarters since.
Sagefield Capital's Cameco position peaked at $23.1M in Q4 2025.
1,015 funds tracked by Wall St. Rank held Cameco as of Q1 2026.

Based on Sagefield Capital's 13F filing for Q1 2026, filed 15 May 2026.