EH
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Equitable Holdings’s Weyerhaeuser WY Stock Holding History

Equitable Holdings’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
2024
Q4 		– Sell
-6,013
Closed -$204K – 1343
2024
Q3 		$204K Buy
+6,013
New +$185K ﹤0.01% 1188
2024
Q2 		– Sell
-6,860
Closed -$246K – 1249
2024
Q1 		$246K Sell
6,860
-2,061
-23% -$69.8K ﹤0.01% 1022
2023
Q4 		$310K Buy
8,921
+882
+11% +$27.4K ﹤0.01% 933
2023
Q3 		$246K Sell
8,039
-17
-0.2% -$560 ﹤0.01% 936
2023
Q2 		$270K Sell
8,056
-1
-0% -$30 ﹤0.01% 883
2023
Q1 		$243K Buy
8,057
+250
+3% +$7.88K ﹤0.01% 861
2022
Q4 		$242K Buy
7,807
+61
+0.8% +$1.89K ﹤0.01% 792
2022
Q3 		$221K Buy
7,746
+158
+2% +$5.38K ﹤0.01% 776
2022
Q2 		$251K Buy
7,588
+28
+0.4% +$1.07K ﹤0.01% 751
2022
Q1 		$287K Buy
7,560
+581
+8% +$23K ﹤0.01% 726
2021
Q4 		$287K Sell
6,979
-871
-11% -$33.1K ﹤0.01% 723
2021
Q3 		$279K Buy
7,850
+407
+5% +$14.3K ﹤0.01% 695
2021
Q2 		$256K Sell
7,443
-1,260
-14% -$46.8K ﹤0.01% 713
2021
Q1 		$310K Buy
+8,703
New +$296K 0.01% 611

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Equitable Holdings's WY Position: Q4 2024 in Review

Equitable Holdings sold out of Weyerhaeuser (WY) in Q4 2024, closing a stake of 6,013 shares — an estimated $204K sold.

Equitable Holdings first reported a position in WY in Q1 2021 and held it in 14 quarters. The position peaked at $310K in Q4 2023. 940 funds tracked by Wall St. Rank hold WY as of Q4 2024.

  • Equitable Holdings reported no remaining Weyerhaeuser position as of Q4 2024 after selling out during the quarter.
  • Equitable Holdings sold 6,013 Weyerhaeuser shares in Q4 2024, an estimated $204K.
  • Equitable Holdings first reported a position in Weyerhaeuser in Q1 2021 and held it in 14 quarters.
  • Equitable Holdings's Weyerhaeuser position peaked at $310K in Q4 2023.
  • 940 funds tracked by Wall St. Rank held Weyerhaeuser as of Q4 2024.

Based on Equitable Holdings's 13F filing for Q4 2024, filed 12 Feb 2025.