Barrett & Company’s Sylvamo SLVM Stock Holding History

Barrett & Company’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
2026 Q3	$1.6K	Hold	49	–	–	﹤0.01%	611
2026 Q2	$1.83K	Buy	49 +1	+2%	+$41	﹤0.01%	630
2026 Q1	$2.03K	Hold	48	–	–	﹤0.01%	579
2025 Q4	$2.29K	Buy	48 +1	+2%	+$46	﹤0.01%	579
2025 Q3	$2.08K	Hold	47	–	–	﹤0.01%	583
2025 Q2	$2.34K	Buy	47 +1	+2%	+$56	﹤0.01%	576
2025 Q1	$3.1K	Hold	46	–	–	﹤0.01%	529
2024 Q4	$3.64K	Hold	46	–	–	﹤0.01%	524
2024 Q3	$3.93K	Buy	46 +1	+2%	+$75	﹤0.01%	503
2024 Q2	$3.12K	Hold	45	–	–	﹤0.01%	520
2024 Q1	$2.8K	Hold	45	–	–	﹤0.01%	529
2023 Q4	$2.21K	Hold	45	–	–	﹤0.01%	528
2023 Q3	$1.98K	Hold	45	–	–	﹤0.01%	546
2023 Q2	$1.82K	Hold	45	–	–	﹤0.01%	538
2023 Q1	$2.08K	Hold	45	–	–	﹤0.01%	512
2022 Q4	$2.19K	Hold	45	–	–	﹤0.01%	511
2022 Q3	$2.19K	Buy	+45	New	+$1.71K	﹤0.01%	511

Other funds holding SLVM

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Steel Grove Capital Advisors Memphis, Tennessee $1.12B AUM 20.37% 1-Year Est. Return

Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return

Villanova Investment Management Wayne, Pennsylvania $100M AUM 1.2% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

SummerHaven Investment Management Stamford, Connecticut $179M AUM 57.61% 1-Year Est. Return

CenterBook Partners Greenwich, Connecticut $2.18B AUM 12.5% 1-Year Est. Return

Barrett & Company's SLVM Position: Q3 2026 in Review

Barrett & Company held its Sylvamo (SLVM) position steady in Q3 2026 at 49 shares worth $1.6K. The position accounts for ﹤0.01% of the portfolio, ranked #611.

Barrett & Company first reported a position in SLVM in Q3 2022 and has held it in 17 quarters since. The position peaked at $3.93K in Q3 2024. 108 funds tracked by Wall St. Rank hold SLVM as of Q3 2026.

Barrett & Company held 49 shares of Sylvamo worth $1.6K as of Q3 2026.
Barrett & Company left its Sylvamo share count unchanged in Q3 2026.
Sylvamo made up ﹤0.01% of Barrett & Company's portfolio in Q3 2026, its #611 holding.
Barrett & Company first reported a position in Sylvamo in Q3 2022 and has held it in 17 quarters since.
Barrett & Company's Sylvamo position peaked at $3.93K in Q3 2024.
108 funds tracked by Wall St. Rank held Sylvamo as of Q3 2026.

Based on Barrett & Company's 13F filing for Q3 2026, filed 22 Oct 2026.