DBRC
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D.B. Root & Company’s Weyerhaeuser WY Stock Holding History

D.B. Root & Company’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
Q4 		– Sell
-34,912
Closed -$995K – 218
2020
Q3 		$995K Sell
34,912
-1,315
-4% -$36.1K 0.4% 63
2020
Q2 		$813K Buy
36,227
+1,713
+5% +$34.7K 0.35% 76
2020
Q1 		$585K Buy
34,514
+3,127
+10% +$82.2K 0.3% 86
2019
Q4 		$947K Sell
31,387
-1,668
-5% -$48.4K 0.42% 69
2019
Q3 		$915K Buy
33,055
+1,554
+5% +$40.5K 0.43% 66
2019
Q2 		$829K Sell
31,501
-1,331
-4% -$33.8K 0.37% 80
2019
Q1 		$865K Buy
32,832
+5,857
+22% +$148K 0.37% 81
2018
Q4 		$590K Buy
26,975
+1,104
+4% +$29.4K 0.29% 98
2018
Q3 		$835K Buy
25,871
+820
+3% +$28.5K 0.37% 87
2018
Q2 		$913K Sell
25,051
-13,011
-34% -$476K 0.43% 79
2018
Q1 		$1.33M Buy
38,062
+16,193
+74% +$571K 0.7% 38
2017
Q4 		$771K Buy
+21,869
New +$774K 0.66% 53

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
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

D.B. Root & Company's WY Position: Q4 2020 in Review

D.B. Root & Company sold out of Weyerhaeuser (WY) in Q4 2020, closing a stake of 34,912 shares — an estimated $995K sold.

D.B. Root & Company first reported a position in WY in Q4 2017 and held it in 12 quarters. The position peaked at $1.33M in Q1 2018. 877 funds tracked by Wall St. Rank hold WY as of Q4 2020.

  • D.B. Root & Company reported no remaining Weyerhaeuser position as of Q4 2020 after selling out during the quarter.
  • D.B. Root & Company sold 34,912 Weyerhaeuser shares in Q4 2020, an estimated $995K.
  • D.B. Root & Company first reported a position in Weyerhaeuser in Q4 2017 and held it in 12 quarters.
  • D.B. Root & Company's Weyerhaeuser position peaked at $1.33M in Q1 2018.
  • 877 funds tracked by Wall St. Rank held Weyerhaeuser as of Q4 2020.

Based on D.B. Root & Company's 13F filing for Q4 2020, filed 9 Feb 2021.