Diversified Portfolios Inc’s Weyerhaeuser WY Stock Holding History

Diversified Portfolios Inc’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
2022 Q4	–	Sell	-9,057	Closed	-$259K	–	136
2022 Q3	$259K	Sell	9,057 -4,407	-33%	-$150K	0.07%	116
2022 Q2	$446K	Sell	13,464 -160	-1%	-$6.1K	0.12%	78
2022 Q1	$516K	Hold	13,624	–	–	0.12%	86
2021 Q4	$561K	Sell	13,624 -4,811	-26%	-$183K	0.13%	79
2021 Q3	$656K	Hold	18,435	–	–	0.18%	61
2021 Q2	$635K	Buy	18,435 +4,886	+36%	+$181K	0.24%	53
2021 Q1	$482K	Buy	+13,549	New	+$461K	0.16%	62

Other funds holding WY

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

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

PAMS

Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return

Diversified Portfolios Inc's WY Position: Q4 2022 in Review

Diversified Portfolios Inc sold out of Weyerhaeuser (WY) in Q4 2022, closing a stake of 9,057 shares — an estimated $259K sold.

Diversified Portfolios Inc first reported a position in WY in Q1 2021 and held it in 7 quarters. The position peaked at $656K in Q3 2021. 959 funds tracked by Wall St. Rank hold WY as of Q4 2022.

Diversified Portfolios Inc reported no remaining Weyerhaeuser position as of Q4 2022 after selling out during the quarter.
Diversified Portfolios Inc sold 9,057 Weyerhaeuser shares in Q4 2022, an estimated $259K.
Diversified Portfolios Inc first reported a position in Weyerhaeuser in Q1 2021 and held it in 7 quarters.
Diversified Portfolios Inc's Weyerhaeuser position peaked at $656K in Q3 2021.
959 funds tracked by Wall St. Rank held Weyerhaeuser as of Q4 2022.

Based on Diversified Portfolios Inc's 13F filing for Q4 2022, filed 24 Jan 2023.