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Appleton Partners’s Weyerhaeuser WY Stock Holding History

Appleton Partners’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
2020
Q2 		– Sell
-22,403
Closed -$380K – 272
2020
Q1 		$380K Buy
22,403
+3,022
+16% +$79.5K 0.05% 192
2019
Q4 		$585K Buy
19,381
+445
+2% +$12.9K 0.06% 182
2019
Q3 		$525K Buy
18,936
+145
+0.8% +$3.78K 0.06% 186
2019
Q2 		$495K Buy
18,791
+175
+0.9% +$4.45K 0.06% 191
2019
Q1 		$490K Sell
18,616
-1,490
-7% -$37.5K 0.06% 187
2018
Q4 		$440K Sell
20,106
-515
-2% -$13.7K 0.07% 183
2018
Q3 		$665K Buy
20,621
+6,721
+48% +$233K 0.09% 164
2018
Q2 		$507K Buy
13,900
+4,477
+48% +$164K 0.07% 184
2018
Q1 		$330K Buy
+9,423
New +$333K 0.05% 212

Other funds holding WY

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Appleton Partners's WY Position: Q2 2020 in Review

Appleton Partners sold out of Weyerhaeuser (WY) in Q2 2020, closing a stake of 22,403 shares — an estimated $380K sold.

Appleton Partners first reported a position in WY in Q1 2018 and held it in 9 quarters. The position peaked at $665K in Q3 2018. 790 funds tracked by Wall St. Rank hold WY as of Q2 2020.

  • Appleton Partners reported no remaining Weyerhaeuser position as of Q2 2020 after selling out during the quarter.
  • Appleton Partners sold 22,403 Weyerhaeuser shares in Q2 2020, an estimated $380K.
  • Appleton Partners first reported a position in Weyerhaeuser in Q1 2018 and held it in 9 quarters.
  • Appleton Partners's Weyerhaeuser position peaked at $665K in Q3 2018.
  • 790 funds tracked by Wall St. Rank held Weyerhaeuser as of Q2 2020.

Based on Appleton Partners's 13F filing for Q2 2020, filed 14 Aug 2020.