Edgestream Partners’s Weyerhaeuser WY Stock Holding History

Edgestream Partners’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
2025 Q1	–	Sell	-17,334	Closed	-$488K	–	1112
2024 Q4	$488K	Buy	+17,334	New	+$541K	0.02%	694
2024 Q3	–	Sell	-42,897	Closed	-$1.22M	–	1108
2024 Q2	$1.22M	Buy	+42,897	New	+$1.33M	0.06%	473
2021 Q4	–	Sell	-17,065	Closed	-$607K	–	598
2021 Q3	$607K	Sell	17,065 -134,315	-89%	-$4.7M	0.04%	373
2021 Q2	$5.21M	Buy	151,380 +125,296	+480%	+$4.65M	0.31%	112
2021 Q1	$929K	Buy	+26,084	New	+$888K	0.05%	301
2020 Q4	–	Sell	-51,105	Closed	-$1.46M	–	436
2020 Q3	$1.46M	Buy	+51,105	New	+$1.4M	0.09%	209
2019 Q1	–	Sell	-107,668	Closed	-$2.35M	–	304
2018 Q4	$2.35M	Buy	107,668 +68,456	+175%	+$1.82M	0.41%	78
2018 Q3	$1.26M	Buy	+39,212	New	+$1.36M	0.22%	136

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

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

Norges Bank Oslo, Norway $935B AUM

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

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

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

Edgestream Partners's WY Position: Q1 2025 in Review

Edgestream Partners sold out of Weyerhaeuser (WY) in Q1 2025, closing a stake of 17,334 shares — an estimated $488K sold.

Edgestream Partners first reported a position in WY in Q3 2018 and held it in 8 quarters. The position peaked at $5.21M in Q2 2021. 959 funds tracked by Wall St. Rank hold WY as of Q1 2025.

Edgestream Partners reported no remaining Weyerhaeuser position as of Q1 2025 after selling out during the quarter.
Edgestream Partners sold 17,334 Weyerhaeuser shares in Q1 2025, an estimated $488K.
Edgestream Partners first reported a position in Weyerhaeuser in Q3 2018 and held it in 8 quarters.
Edgestream Partners's Weyerhaeuser position peaked at $5.21M in Q2 2021.
959 funds tracked by Wall St. Rank held Weyerhaeuser as of Q1 2025.

Based on Edgestream Partners's 13F filing for Q1 2025, filed 2 May 2025.