Great Diamond Partners’s Weyerhaeuser WY Stock Holding History

Great Diamond Partners’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 Q1	–	Sell	-106	Closed	-$3K	–	609
2019 Q4	$3K	Buy	+106	New	+$3.08K	﹤0.01%	643

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

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

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Great Diamond Partners's WY Position: Q1 2020 in Review

Great Diamond Partners sold out of Weyerhaeuser (WY) in Q1 2020, closing a stake of 106 shares — an estimated $3K sold.

Great Diamond Partners first reported a position in WY in Q4 2019 and held it in 1 quarter. The position peaked at $3K in Q4 2019. 821 funds tracked by Wall St. Rank hold WY as of Q1 2020.

Great Diamond Partners reported no remaining Weyerhaeuser position as of Q1 2020 after selling out during the quarter.
Great Diamond Partners sold 106 Weyerhaeuser shares in Q1 2020, an estimated $3K.
Great Diamond Partners first reported a position in Weyerhaeuser in Q4 2019 and held it in 1 quarter.
Great Diamond Partners's Weyerhaeuser position peaked at $3K in Q4 2019.
821 funds tracked by Wall St. Rank held Weyerhaeuser as of Q1 2020.

Based on Great Diamond Partners's 13F filing for Q1 2020, filed 1 May 2020.