Fractal Investments’s Weyerhaeuser WY Stock Holding History

Fractal Investments’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 Q4	–	Sell	-22,580	Closed	-$692K	–	99
2023 Q3	$692K	Hold	22,580	–	–	0.14%	45
2023 Q2	$757K	Hold	22,580	–	–	0.17%	44
2023 Q1	$680K	Hold	22,580	–	–	0.16%	48
2022 Q4	$700K	Hold	22,580	–	–	0.17%	46
2022 Q3	$645K	Buy	22,580 +1,700	+8%	+$57.9K	0.17%	40
2022 Q2	$692K	Buy	20,880 +1,700	+9%	+$64.8K	0.23%	39
2022 Q1	$727K	Hold	19,180	–	–	0.21%	39
2021 Q4	$790K	Buy	+19,180	New	+$728K	0.27%	41

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

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

Norges Bank Oslo, Norway $935B AUM

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

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fractal Investments's WY Position: Q4 2023 in Review

Fractal Investments sold out of Weyerhaeuser (WY) in Q4 2023, closing a stake of 22,580 shares — an estimated $692K sold.

Fractal Investments first reported a position in WY in Q4 2021 and held it in 8 quarters. The position peaked at $790K in Q4 2021. 993 funds tracked by Wall St. Rank hold WY as of Q4 2023.

Fractal Investments reported no remaining Weyerhaeuser position as of Q4 2023 after selling out during the quarter.
Fractal Investments sold 22,580 Weyerhaeuser shares in Q4 2023, an estimated $692K.
Fractal Investments first reported a position in Weyerhaeuser in Q4 2021 and held it in 8 quarters.
Fractal Investments's Weyerhaeuser position peaked at $790K in Q4 2021.
993 funds tracked by Wall St. Rank held Weyerhaeuser as of Q4 2023.

Based on Fractal Investments's 13F filing for Q4 2023, filed 2 Feb 2024.