Empirical Asset Management’s Weyerhaeuser WY Stock Holding History

Empirical Asset 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
2023 Q2	–	Sell	-12,599	Closed	-$380K	–	184
2023 Q1	$380K	Buy	12,599 +553	+5%	+$17.4K	0.36%	97
2022 Q4	$345K	Sell	12,046 -14,498	-55%	-$449K	0.36%	104
2022 Q3	$758K	Buy	26,544 +14,777	+126%	+$503K	0.83%	36
2022 Q2	$390K	Sell	11,767 -467	-4%	-$17.8K	0.41%	90
2022 Q1	$464K	Buy	12,234 +809	+7%	+$32.1K	0.44%	82
2021 Q4	$470K	Buy	+11,425	New	+$434K	0.45%	82

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

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

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

Norges Bank Oslo, Norway $935B AUM

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

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

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Empirical Asset Management's WY Position: Q2 2023 in Review

Empirical Asset Management sold out of Weyerhaeuser (WY) in Q2 2023, closing a stake of 12,599 shares — an estimated $380K sold.

Empirical Asset Management first reported a position in WY in Q4 2021 and held it in 6 quarters. The position peaked at $758K in Q3 2022. 960 funds tracked by Wall St. Rank hold WY as of Q2 2023.

Empirical Asset Management reported no remaining Weyerhaeuser position as of Q2 2023 after selling out during the quarter.
Empirical Asset Management sold 12,599 Weyerhaeuser shares in Q2 2023, an estimated $380K.
Empirical Asset Management first reported a position in Weyerhaeuser in Q4 2021 and held it in 6 quarters.
Empirical Asset Management's Weyerhaeuser position peaked at $758K in Q3 2022.
960 funds tracked by Wall St. Rank held Weyerhaeuser as of Q2 2023.

Based on Empirical Asset Management's 13F filing for Q2 2023, filed 1 Aug 2023.