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Diversified Trust’s Sylvamo SLVM Stock Holding History

Diversified 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
Q2 		– Sell
-6,216
Closed -$288K – 895
2023
Q1 		$288K Buy
6,216
+776
+14% +$36.8K 0.01% 637
2022
Q4 		$264K Buy
+5,440
New +$261K 0.01% 631
2022
Q3 		– Sell
-7,475
Closed -$244K – 823
2022
Q2 		$244K Buy
+7,475
New +$313K 0.01% 628

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Nomura Holdings
Nomura Holdings Tokyo, Japan $85.4B AUM 91.09% 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
AWAM
Appian Way Asset Management New York $558M AUM 1.95% 1-Year Est. Return
Royal London Asset Management
Royal London Asset Management United Kingdom $54.3B AUM 39.21% 1-Year Est. Return

Diversified Trust's SLVM Position: Q2 2023 in Review

Diversified Trust sold out of Sylvamo (SLVM) in Q2 2023, closing a stake of 6,216 shares — an estimated $288K sold.

Diversified Trust first reported a position in SLVM in Q2 2022 and held it in 3 quarters. The position peaked at $288K in Q1 2023. 330 funds tracked by Wall St. Rank hold SLVM as of Q2 2023.

  • Diversified Trust reported no remaining Sylvamo position as of Q2 2023 after selling out during the quarter.
  • Diversified Trust sold 6,216 Sylvamo shares in Q2 2023, an estimated $288K.
  • Diversified Trust first reported a position in Sylvamo in Q2 2022 and held it in 3 quarters.
  • Diversified Trust's Sylvamo position peaked at $288K in Q1 2023.
  • 330 funds tracked by Wall St. Rank held Sylvamo as of Q2 2023.

Based on Diversified Trust's 13F filing for Q2 2023, filed 18 Jul 2023.