Difesa Capital Management’s Sylvamo SLVM Stock Holding History

Difesa Capital Management’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 Q2	–	Sell	-20,000	Closed	-$920K	–	58
2023 Q1	$920K	Buy	+20,000	New	+$949K	0.6%	50

Other funds holding SLVM

Atlas FRM Greenwich, Connecticut $1.53B AUM 14.94% 1-Year Est. Return

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Nomura Holdings Tokyo, Japan $37.7B AUM 34.44% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

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

AWAM

Appian Way Asset Management New York $558M AUM 1.95% 1-Year Est. Return

Royal London Asset Management United Kingdom $47.7B AUM 29.41% 1-Year Est. Return

Difesa Capital Management's SLVM Position: Q2 2023 in Review

Difesa Capital Management sold out of Sylvamo (SLVM) in Q2 2023, closing a stake of 20,000 shares — an estimated $925K sold.

Difesa Capital Management first reported a position in SLVM in Q1 2023 and held it in 1 quarter. The position peaked at $925K in Q1 2023. 330 funds tracked by Wall St. Rank hold SLVM as of Q2 2023.

Difesa Capital Management reported no remaining Sylvamo position as of Q2 2023 after selling out during the quarter.
Difesa Capital Management sold 20,000 Sylvamo shares in Q2 2023, an estimated $925K.
Difesa Capital Management first reported a position in Sylvamo in Q1 2023 and held it in 1 quarter.
Difesa Capital Management's Sylvamo position peaked at $925K in Q1 2023.
330 funds tracked by Wall St. Rank held Sylvamo as of Q2 2023.

Based on Difesa Capital Management's 13F filing for Q2 2023, filed 14 Aug 2023.