AlTi Global’s Weyerhaeuser WY Stock Holding History

AlTi Global’s Portfolio WY Stock Details WY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-5,935	Closed	-$201K	–	434
2024 Q3	$201K	Sell	5,935 -150,691	-96%	-$4.63M	﹤0.01%	373
2024 Q2	$4.45M	Sell	156,626 -70,587	-31%	-$2.18M	0.12%	93
2024 Q1	$8.16M	Sell	227,213 -18,128	-7%	-$614K	0.23%	55
2023 Q4	$8.53M	Buy	+245,341	New	+$7.63M	0.26%	53

Other funds holding WY

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

AlTi Global's WY Position: Q4 2024 in Review

AlTi Global sold out of Weyerhaeuser (WY) in Q4 2024, closing a stake of 5,935 shares — an estimated $201K sold.

AlTi Global first reported a position in WY in Q4 2023 and held it in 4 quarters. The position peaked at $8.53M in Q4 2023. 941 funds tracked by Wall St. Rank hold WY as of Q4 2024.

AlTi Global reported no remaining Weyerhaeuser position as of Q4 2024 after selling out during the quarter.
AlTi Global sold 5,935 Weyerhaeuser shares in Q4 2024, an estimated $201K.
AlTi Global first reported a position in Weyerhaeuser in Q4 2023 and held it in 4 quarters.
AlTi Global's Weyerhaeuser position peaked at $8.53M in Q4 2023.
941 funds tracked by Wall St. Rank held Weyerhaeuser as of Q4 2024.

Based on AlTi Global's 13F filing for Q4 2024, filed 14 Feb 2025.