Ellsworth Advisors’s Sylvamo SLVM Stock Holding History

Ellsworth Advisors’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 Q3	–	Sell	-8,127	Closed	-$329K	–	188
2023 Q2	$329K	Buy	8,127 +350	+5%	+$15.1K	0.11%	139
2023 Q1	$360K	Buy	+7,777	New	+$369K	0.13%	130

Other funds holding SLVM

Atlas FRM Greenwich, Connecticut $2.33B AUM 3.68% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Nomura Holdings Tokyo, Japan $85.4B AUM 91.09% 1-Year Est. Return

Royal London Asset Management United Kingdom $54.3B AUM 39.21% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Pacer Advisors Malvern, Pennsylvania $39.3B AUM 27.96% 1-Year Est. Return

Ellsworth Advisors's SLVM Position: Q3 2023 in Review

Ellsworth Advisors sold out of Sylvamo (SLVM) in Q3 2023, closing a stake of 8,127 shares — an estimated $329K sold.

Ellsworth Advisors first reported a position in SLVM in Q1 2023 and held it in 2 quarters. The position peaked at $360K in Q1 2023. 313 funds tracked by Wall St. Rank hold SLVM as of Q3 2023.

Ellsworth Advisors reported no remaining Sylvamo position as of Q3 2023 after selling out during the quarter.
Ellsworth Advisors sold 8,127 Sylvamo shares in Q3 2023, an estimated $329K.
Ellsworth Advisors first reported a position in Sylvamo in Q1 2023 and held it in 2 quarters.
Ellsworth Advisors's Sylvamo position peaked at $360K in Q1 2023.
313 funds tracked by Wall St. Rank held Sylvamo as of Q3 2023.

Based on Ellsworth Advisors's 13F filing for Q3 2023, filed 20 Oct 2023.