Appian Way Asset Management’s Sylvamo SLVM Stock Holding History

Appian Way Asset Management’s Portfolio SLVM Stock Details SLVM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-31,136	Closed	-$1.53M	–	57
2023 Q4	$1.53M	Sell	31,136 -263,290	-89%	-$12.3M	0.32%	41
2023 Q3	$12.9M	Sell	294,426 -925,766	-76%	-$39.8M	3.09%	12
2023 Q2	$49.4M	Buy	1,220,192 +243,446	+25%	+$10.5M	17.78%	1
2023 Q1	$45.2M	Buy	976,746 +224,541	+30%	+$10.7M	15.1%	1
2022 Q4	$36.5M	Sell	752,205 -307,237	-29%	-$14.7M	12.72%	2
2022 Q3	$35.9M	Buy	1,059,442 +973,382	+1,131%	+$36.9M	15.73%	1
2022 Q2	$2.81M	Sell	86,060 -88,703	-51%	-$3.72M	1.15%	24
2022 Q1	$5.82M	Sell	174,763 -694,338	-80%	-$23M	2.64%	17
2021 Q4	$24.2M	Buy	+869,101	New	+$25.3M	10.46%	1

Other funds holding SLVM

Atlas FRM Greenwich, Connecticut $1.53B AUM 14.94% 1-Year Est. Return

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

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

Nomura Holdings Tokyo, Japan $37.7B AUM 34.44% 1-Year Est. Return

Royal London Asset Management United Kingdom $47.7B AUM 29.41% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

Appian Way Asset Management's SLVM Position: Q1 2024 in Review

Appian Way Asset Management sold out of Sylvamo (SLVM) in Q1 2024, closing a stake of 31,136 shares — an estimated $1.53M sold.

Appian Way Asset Management first reported a position in SLVM in Q4 2021 and held it in 9 quarters. The position peaked at $49.4M in Q2 2023. 352 funds tracked by Wall St. Rank hold SLVM as of Q1 2024.

Appian Way Asset Management reported no remaining Sylvamo position as of Q1 2024 after selling out during the quarter.
Appian Way Asset Management sold 31,136 Sylvamo shares in Q1 2024, an estimated $1.53M.
Appian Way Asset Management first reported a position in Sylvamo in Q4 2021 and held it in 9 quarters.
Appian Way Asset Management's Sylvamo position peaked at $49.4M in Q2 2023.
352 funds tracked by Wall St. Rank held Sylvamo as of Q1 2024.

Based on Appian Way Asset Management's 13F filing for Q1 2024, filed 15 May 2024.