Aperio Group’s Weyerhaeuser WY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | $11.8M | Buy |
351,364
+66,971
| +24% | +$2.01M | 0.03% | 485 |
|
|
2020
Q3 | $8.11M | Sell |
284,393
-1,527
| -0.5% | -$41.9K | 0.03% | 548 |
|
|
2020
Q2 | $6.42M | Buy |
285,920
+4,392
| +2% | +$88.9K | 0.02% | 630 |
|
|
2020
Q1 | $4.77M | Sell |
281,528
-87,044
| -24% | -$2.29M | 0.02% | 666 |
|
|
2019
Q4 | $11.1M | Buy |
368,572
+16,301
| +5% | +$473K | 0.04% | 469 |
|
|
2019
Q3 | $9.76M | Buy |
352,271
+11,286
| +3% | +$294K | 0.04% | 483 |
|
|
2019
Q2 | $8.98M | Sell |
340,985
-130,621
| -28% | -$3.32M | 0.04% | 507 |
|
|
2019
Q1 | $12.4M | Buy |
471,606
+117,449
| +33% | +$2.96M | 0.05% | 382 |
|
|
2018
Q4 | $7.74M | Sell |
354,157
-27,941
| -7% | -$744K | 0.04% | 484 |
|
|
2018
Q3 | $12.3M | Sell |
382,098
-36,537
| -9% | -$1.27M | 0.05% | 380 |
|
|
2018
Q2 | $15.3M | Buy |
418,635
+44,018
| +12% | +$1.61M | 0.07% | 309 |
|
|
2018
Q1 | $13.1M | Buy |
374,617
+30,796
| +9% | +$1.09M | 0.07% | 347 |
|
|
2017
Q4 | $12.1M | Buy |
343,821
+24,754
| +8% | +$876K | 0.06% | 361 |
|
|
2017
Q3 | $10.9M | Buy |
319,067
+14,027
| +5% | +$461K | 0.06% | 370 |
|
|
2017
Q2 | $10.2M | Buy |
305,040
+19,745
| +7% | +$665K | 0.06% | 373 |
|
|
2017
Q1 | $9.69M | Buy |
285,295
+7,058
| +3% | +$230K | 0.07% | 348 |
|
|
2016
Q4 | $8.37M | Buy |
278,237
+635
| +0.2% | +$19.6K | 0.06% | 357 |
|
|
2016
Q3 | $8.87M | Buy |
277,602
+11,592
| +4% | +$366K | 0.06% | 345 |
|
|
2016
Q2 | $7.92M | Buy |
266,010
+7,691
| +3% | +$237K | 0.06% | 353 |
|
|
2016
Q1 | $8M | Buy |
258,319
+38,441
| +17% | +$1.03M | 0.07% | 330 |
|
|
2015
Q4 | $6.59M | Buy |
219,878
+27,689
| +14% | +$835K | 0.06% | 370 |
|
|
2015
Q3 | $5.25M | Sell |
192,189
-13,488
| -7% | -$398K | 0.05% | 410 |
|
|
2015
Q2 | $6.48M | Buy |
205,677
+6,945
| +3% | +$223K | 0.07% | 340 |
|
|
2015
Q1 | $6.59M | Buy |
198,732
+9,797
| +5% | +$343K | 0.07% | 328 |
|
|
2014
Q4 | $6.78M | Buy |
188,935
+16,976
| +10% | +$583K | 0.08% | 297 |
|
|
2014
Q3 | $5.48M | Buy |
171,959
+15,746
| +10% | +$516K | 0.07% | 334 |
|
|
2014
Q2 | $5.17M | Buy |
156,213
+1,352
| +0.9% | +$40.9K | 0.08% | 322 |
|
|
2014
Q1 | $4.54M | Buy |
+154,861
| New | +$4.66M | 0.06% | 404 |
|
|
2013
Q4 | – | Sell |
-117,079
| Closed | -$3.5M | – | 351 |
|
|
2013
Q3 | $3.35M | Buy |
117,079
+5,463
| +5% | +$155K | 0.06% | 394 |
|
|
2013
Q2 | $3.18M | Buy |
+111,616
| New | +$3.37M | 0.08% | 335 |
|
Other funds holding WY
Aperio Group's WY Position: Q4 2020 in Review
Aperio Group increased its Weyerhaeuser (WY) stake by 24% in Q4 2020, buying an estimated $2.01M and bringing the position to 351,364 shares worth $11.8M. The position accounts for 0.03% of the portfolio, ranked #485.
Aperio Group first reported a position in WY in Q2 2013 and has held it in 30 quarters since. The position peaked at $15.3M in Q2 2018. 877 funds tracked by Wall St. Rank hold WY as of Q4 2020.
- Aperio Group held 351,364 shares of Weyerhaeuser worth $11.8M as of Q4 2020.
- Aperio Group bought 66,971 Weyerhaeuser shares in Q4 2020, an estimated $2.01M.
- Weyerhaeuser made up 0.03% of Aperio Group's portfolio in Q4 2020, its #485 holding.
- Aperio Group first reported a position in Weyerhaeuser in Q2 2013 and has held it in 30 quarters since.
- Aperio Group's Weyerhaeuser position peaked at $15.3M in Q2 2018.
- 877 funds tracked by Wall St. Rank held Weyerhaeuser as of Q4 2020.
Based on Aperio Group's 13F filing for Q4 2020, filed 5 Feb 2021.