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Eagle Ridge Investment Management’s Weyerhaeuser WY Stock Holding History

Eagle Ridge Investment Management’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
2019
Q4 		– Sell
-26,421
Closed -$732K – 162
2019
Q3 		$732K Sell
26,421
-201,567
-88% -$5.26M 0.11% 83
2019
Q2 		$6M Buy
227,988
+2,721
+1% +$69.2K 0.87% 50
2019
Q1 		$5.93M Buy
225,267
+7,417
+3% +$187K 0.87% 50
2018
Q4 		$4.76M Sell
217,850
-6,264
-3% -$167K 0.81% 51
2018
Q3 		$7.23M Buy
224,114
+2,446
+1% +$84.9K 1.04% 42
2018
Q2 		$8.08M Sell
221,668
-4,342
-2% -$159K 1.22% 35
2018
Q1 		$7.91M Buy
226,010
+36,662
+19% +$1.29M 1.22% 36
2017
Q4 		$6.68M Buy
189,348
+5,439
+3% +$192K 1.03% 46
2017
Q3 		$6.26M Buy
183,909
+1,960
+1% +$64.4K 1.04% 45
2017
Q2 		$6.04M Buy
181,949
+13,193
+8% +$444K 1.15% 44
2017
Q1 		$5.73M Buy
168,756
+11,865
+8% +$386K 1.12% 43
2016
Q4 		$4.72M Buy
156,891
+5,930
+4% +$183K 0.98% 56
2016
Q3 		$4.82M Sell
150,961
-1,881
-1% -$59.5K 1.07% 52
2016
Q2 		$4.55M Buy
152,842
+2,374
+2% +$73K 1.04% 53
2016
Q1 		$4.66M Buy
+150,468
New +$4.02M 1.09% 46

Other funds holding WY

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Eagle Ridge Investment Management's WY Position: Q4 2019 in Review

Eagle Ridge Investment Management sold out of Weyerhaeuser (WY) in Q4 2019, closing a stake of 26,421 shares — an estimated $732K sold.

Eagle Ridge Investment Management first reported a position in WY in Q1 2016 and held it in 15 quarters. The position peaked at $8.08M in Q2 2018. 934 funds tracked by Wall St. Rank hold WY as of Q4 2019.

  • Eagle Ridge Investment Management reported no remaining Weyerhaeuser position as of Q4 2019 after selling out during the quarter.
  • Eagle Ridge Investment Management sold 26,421 Weyerhaeuser shares in Q4 2019, an estimated $732K.
  • Eagle Ridge Investment Management first reported a position in Weyerhaeuser in Q1 2016 and held it in 15 quarters.
  • Eagle Ridge Investment Management's Weyerhaeuser position peaked at $8.08M in Q2 2018.
  • 934 funds tracked by Wall St. Rank held Weyerhaeuser as of Q4 2019.

Based on Eagle Ridge Investment Management's 13F filing for Q4 2019, filed 5 Feb 2020.