Harel Insurance Investments & Financial Services’s Weyerhaeuser WY Stock Holding History

Harel Insurance Investments & Financial Services’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 Q3	–	Sell	-270	Closed	-$9K	–	786
2023 Q2	$9K	Sell	270 -44,030	-99%	-$1.33M	﹤0.01%	639
2023 Q1	$1.32M	Sell	44,300 -150	-0.3%	-$4.73K	0.03%	152
2022 Q4	$1.38M	Buy	44,450 +23,850	+116%	+$739K	0.03%	143
2022 Q3	$572K	Sell	20,600 -62,600	-75%	-$2.13M	0.01%	205
2022 Q2	$2.76M	Buy	83,200 +27,300	+49%	+$1.04M	0.06%	121
2022 Q1	$2.12M	Buy	55,900 +51,150	+1,077%	+$2.03M	0.03%	148
2021 Q4	$194K	Buy	+4,750	New	+$180K	﹤0.01%	408
2019 Q1	–	Sell	-374	Closed	-$8K	–	519
2018 Q4	$8K	Sell	374 -835	-69%	-$22.2K	﹤0.01%	413
2018 Q3	$39K	Buy	+1,209	New	+$42K	﹤0.01%	364

Other funds holding WY

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

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

Norges Bank Oslo, Norway $935B AUM

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

First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Harel Insurance Investments & Financial Services's WY Position: Q3 2023 in Review

Harel Insurance Investments & Financial Services sold out of Weyerhaeuser (WY) in Q3 2023, closing a stake of 270 shares — an estimated $9K sold.

Harel Insurance Investments & Financial Services first reported a position in WY in Q3 2018 and held it in 9 quarters. The position peaked at $2.76M in Q2 2022. 963 funds tracked by Wall St. Rank hold WY as of Q3 2023.

Harel Insurance Investments & Financial Services reported no remaining Weyerhaeuser position as of Q3 2023 after selling out during the quarter.
Harel Insurance Investments & Financial Services sold 270 Weyerhaeuser shares in Q3 2023, an estimated $9K.
Harel Insurance Investments & Financial Services first reported a position in Weyerhaeuser in Q3 2018 and held it in 9 quarters.
Harel Insurance Investments & Financial Services's Weyerhaeuser position peaked at $2.76M in Q2 2022.
963 funds tracked by Wall St. Rank held Weyerhaeuser as of Q3 2023.

Based on Harel Insurance Investments & Financial Services's 13F filing for Q3 2023, filed 30 Oct 2023.