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Essex Investment Management’s Weyerhaeuser WY Stock Holding History

Essex Investment 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
2020
Q3 		– Sell
-7,500
Closed -$168K – 505
2020
Q2 		$168K Hold
7,500
– – 0.03% 319
2020
Q1 		$127K Sell
7,500
-59,833
-89% -$1.57M 0.03% 307
2019
Q4 		$2.03M Buy
+67,333
New +$1.95M 0.25% 135

Other funds holding WY

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Essex Investment Management's WY Position: Q3 2020 in Review

Essex Investment Management sold out of Weyerhaeuser (WY) in Q3 2020, closing a stake of 7,500 shares — an estimated $168K sold.

Essex Investment Management first reported a position in WY in Q4 2019 and held it in 3 quarters. The position peaked at $2.03M in Q4 2019. 820 funds tracked by Wall St. Rank hold WY as of Q3 2020.

  • Essex Investment Management reported no remaining Weyerhaeuser position as of Q3 2020 after selling out during the quarter.
  • Essex Investment Management sold 7,500 Weyerhaeuser shares in Q3 2020, an estimated $168K.
  • Essex Investment Management first reported a position in Weyerhaeuser in Q4 2019 and held it in 3 quarters.
  • Essex Investment Management's Weyerhaeuser position peaked at $2.03M in Q4 2019.
  • 820 funds tracked by Wall St. Rank held Weyerhaeuser as of Q3 2020.

Based on Essex Investment Management's 13F filing for Q3 2020, filed 12 Nov 2020.