Guardian Investment Management’s Weyerhaeuser WY Stock Holding History

Guardian 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 Q1	–	Sell	-11,804	Closed	-$357K	–	62
2019 Q4	$357K	Buy	11,804 +200	+2%	+$5.8K	0.28%	54
2019 Q3	$305K	Hold	11,604	–	–	0.27%	52
2019 Q2	$305K	Sell	11,604 -2,000	-15%	-$50.8K	0.27%	56
2019 Q1	$358K	Sell	13,604 -782	-5%	-$19.7K	0.31%	57
2018 Q4	$314K	Sell	14,386 -2,318	-14%	-$61.7K	0.29%	55
2018 Q3	$539K	Sell	16,704 -1,000	-6%	-$34.7K	0.47%	51
2018 Q2	$646K	Hold	17,704	–	–	0.62%	49
2018 Q1	$619K	Hold	17,704	–	–	0.66%	43
2017 Q4	$624K	Hold	17,704	–	–	0.66%	43
2017 Q3	$603K	Hold	17,704	–	–	0.67%	42
2017 Q2	$593K	Hold	17,704	–	–	0.66%	45
2017 Q1	$602K	Sell	17,704 -4,000	-18%	-$130K	0.65%	46
2016 Q4	$653K	Sell	21,704 -1,000	-4%	-$30.8K	0.75%	41
2016 Q3	$675K	Hold	22,704	–	–	0.75%	43
2016 Q2	$675K	Hold	22,704	–	–	0.75%	43
2016 Q1	$703K	Buy	22,704 +5,704	+34%	+$152K	0.81%	43
2015 Q4	$510K	Hold	17,000	–	–	0.55%	48
2015 Q3	$439K	Hold	17,000	–	–	0.49%	48
2015 Q2	$544K	Sell	17,000 -8,000	-32%	-$257K	0.61%	47
2015 Q1	$787K	Buy	25,000 +2,000	+9%	+$70K	0.88%	46
2014 Q4	$825K	Hold	23,000	–	–	0.87%	48
2014 Q3	$675K	Hold	23,000	–	–	0.78%	48
2014 Q2	$761K	Hold	23,000	–	–	0.83%	46
2014 Q1	$675K	Hold	23,000	–	–	0.78%	48
2013 Q4	$723K	Hold	23,000	–	–	0.8%	49
2013 Q3	$658K	Hold	23,000	–	–	0.9%	44
2013 Q2	$659K	Buy	+23,000	New	+$695K	0.95%	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

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

Guardian Investment Management's WY Position: Q1 2020 in Review

Guardian Investment Management sold out of Weyerhaeuser (WY) in Q1 2020, closing a stake of 11,804 shares — an estimated $357K sold.

Guardian Investment Management first reported a position in WY in Q2 2013 and held it in 27 quarters. The position peaked at $825K in Q4 2014. 821 funds tracked by Wall St. Rank hold WY as of Q1 2020.

Guardian Investment Management reported no remaining Weyerhaeuser position as of Q1 2020 after selling out during the quarter.
Guardian Investment Management sold 11,804 Weyerhaeuser shares in Q1 2020, an estimated $357K.
Guardian Investment Management first reported a position in Weyerhaeuser in Q2 2013 and held it in 27 quarters.
Guardian Investment Management's Weyerhaeuser position peaked at $825K in Q4 2014.
821 funds tracked by Wall St. Rank held Weyerhaeuser as of Q1 2020.

Based on Guardian Investment Management's 13F filing for Q1 2020, filed 7 May 2020.