EI
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Ellevest Inc’s Sylvamo SLVM Stock Holding History

Ellevest Inc’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
-381
Closed -$17.6K – 1427
2023
Q1 		$17.6K Sell
381
-83
-18% -$3.94K ﹤0.01% 875
2022
Q4 		$22.5K Buy
464
+148
+47% +$7.1K ﹤0.01% 820
2022
Q3 		$11K Buy
316
+50
+19% +$1.9K ﹤0.01% 976
2022
Q2 		$9K Hold
266
– – ﹤0.01% 914
2022
Q1 		$9K Buy
266
+10
+4% +$332 ﹤0.01% 912
2021
Q4 		$7K Buy
+256
New +$7.46K ﹤0.01% 937

Other funds holding SLVM

AF
Atlas FRM Greenwich, Connecticut $1.53B AUM 14.94% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $1.9T AUM 41.92% 1-Year Est. Return
Nomura Holdings
Nomura Holdings Tokyo, Japan $37.7B AUM 34.44% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
State Street
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
Royal London Asset Management United Kingdom $47.7B AUM 29.41% 1-Year Est. Return

Ellevest Inc's SLVM Position: Q2 2023 in Review

Ellevest Inc sold out of Sylvamo (SLVM) in Q2 2023, closing a stake of 381 shares — an estimated $17.6K sold.

Ellevest Inc first reported a position in SLVM in Q4 2021 and held it in 6 quarters. The position peaked at $22.5K in Q4 2022. 330 funds tracked by Wall St. Rank hold SLVM as of Q2 2023.

  • Ellevest Inc reported no remaining Sylvamo position as of Q2 2023 after selling out during the quarter.
  • Ellevest Inc sold 381 Sylvamo shares in Q2 2023, an estimated $17.6K.
  • Ellevest Inc first reported a position in Sylvamo in Q4 2021 and held it in 6 quarters.
  • Ellevest Inc's Sylvamo position peaked at $22.5K in Q4 2022.
  • 330 funds tracked by Wall St. Rank held Sylvamo as of Q2 2023.

Based on Ellevest Inc's 13F filing for Q2 2023, filed 9 Aug 2023.