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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 $2.33B AUM 3.68% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $85.4B AUM 91.09% 1-Year Est. Return
Royal London Asset Management
Royal London Asset Management United Kingdom $54.3B AUM 39.21% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Caldwell Trust's SLVM Position: Q4 2023 in Review

Caldwell Trust sold out of Sylvamo (SLVM) in Q4 2023, closing a stake of 21 shares — an estimated $923 sold.

Caldwell Trust first reported a position in SLVM in Q4 2021 and held it in 8 quarters. The position peaked at $4.9K in Q2 2022. 326 funds tracked by Wall St. Rank hold SLVM as of Q4 2023.

  • Caldwell Trust reported no remaining Sylvamo position as of Q4 2023 after selling out during the quarter.
  • Caldwell Trust sold 21 Sylvamo shares in Q4 2023, an estimated $923.
  • Caldwell Trust first reported a position in Sylvamo in Q4 2021 and held it in 8 quarters.
  • Caldwell Trust's Sylvamo position peaked at $4.9K in Q2 2022.
  • 326 funds tracked by Wall St. Rank held Sylvamo as of Q4 2023.

Based on Caldwell Trust's 13F filing for Q4 2023, filed 1 Oct 2025.