CT
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Caldwell Trust’s Sylvamo SLVM Stock Holding History

Caldwell Trust’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
2023
Q4 		– Sell
-21
Closed -$923 – 724
2023
Q3 		$923 Hold
21
– – ﹤0.01% 697
2023
Q2 		$849 Hold
21
– – ﹤0.01% 738
2023
Q1 		$971 Sell
21
-54
-72% -$2.56K ﹤0.01% 720
2022
Q4 		$3.64K Hold
75
– – ﹤0.01% 678
2022
Q3 		$2.54K Sell
75
-75
-50% -$2.85K ﹤0.01% 691
2022
Q2 		$4.9K Buy
150
+118
+369% +$4.95K ﹤0.01% 681
2022
Q1 		$1.06K Sell
32
-13
-29% -$431 ﹤0.01% 737
2021
Q4 		$1.25K Buy
+45
New +$1.31K ﹤0.01% 730

Other funds holding SLVM

AF
Atlas FRM Greenwich, Connecticut $1.53B AUM 14.94% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Nomura Holdings
Nomura Holdings Tokyo, Japan $12B AUM 34.44% 1-Year Est. Return
Royal London Asset Management
Royal London Asset Management United Kingdom $47.7B AUM 29.41% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return