Aquila Investment Management’s Weyerhaeuser WY Stock Holding History

Aquila Investment Management’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
2023 Q4	–	Sell	-29,000	Closed	-$889K	–	94
2023 Q3	$889K	Buy	+29,000	New	+$955K	0.82%	56
2022 Q4	–	Sell	-65,000	Closed	-$1.86M	–	104
2022 Q3	$1.86M	Sell	65,000 -30,000	-32%	-$1.02M	1.39%	29
2022 Q2	$3.15M	Sell	95,000 -30,000	-24%	-$1.14M	2.23%	3
2022 Q1	$4.74M	Buy	+125,000	New	+$4.96M	2.69%	6

Other funds holding WY

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

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

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

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

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

Norges Bank Oslo, Norway $935B AUM

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Aquila Investment Management's WY Position: Q4 2023 in Review

Aquila Investment Management sold out of Weyerhaeuser (WY) in Q4 2023, closing a stake of 29,000 shares — an estimated $889K sold.

Aquila Investment Management first reported a position in WY in Q1 2022 and held it in 4 quarters. The position peaked at $4.74M in Q1 2022. 994 funds tracked by Wall St. Rank hold WY as of Q4 2023.

Aquila Investment Management reported no remaining Weyerhaeuser position as of Q4 2023 after selling out during the quarter.
Aquila Investment Management sold 29,000 Weyerhaeuser shares in Q4 2023, an estimated $889K.
Aquila Investment Management first reported a position in Weyerhaeuser in Q1 2022 and held it in 4 quarters.
Aquila Investment Management's Weyerhaeuser position peaked at $4.74M in Q1 2022.
994 funds tracked by Wall St. Rank held Weyerhaeuser as of Q4 2023.

Based on Aquila Investment Management's 13F filing for Q4 2023, filed 29 Jan 2024.