HeadInvest LLC’s Sylvamo SLVM Stock Holding History

HeadInvest LLC’s Portfolio SLVM Stock Details SLVM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-18	Closed	-$759	–	614
2023 Q3	$759	Buy	+18	New	+$774	﹤0.01%	718

Other funds holding SLVM

Atlas FRM Greenwich, Connecticut $2.33B AUM 3.68% 1-Year Est. Return

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

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

Nomura Holdings Tokyo, Japan $85.4B AUM 91.09% 1-Year Est. Return

Royal London Asset Management United Kingdom $54.3B AUM 39.21% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

HeadInvest LLC's SLVM Position: Q4 2023 in Review

HeadInvest LLC sold out of Sylvamo (SLVM) in Q4 2023, closing a stake of 18 shares — an estimated $759 sold.

HeadInvest LLC first reported a position in SLVM in Q3 2023 and held it in 1 quarter. The position peaked at $759 in Q3 2023. 326 funds tracked by Wall St. Rank hold SLVM as of Q4 2023.

HeadInvest LLC reported no remaining Sylvamo position as of Q4 2023 after selling out during the quarter.
HeadInvest LLC sold 18 Sylvamo shares in Q4 2023, an estimated $759.
HeadInvest LLC first reported a position in Sylvamo in Q3 2023 and held it in 1 quarter.
HeadInvest LLC's Sylvamo position peaked at $759 in Q3 2023.
326 funds tracked by Wall St. Rank held Sylvamo as of Q4 2023.

Based on HeadInvest LLC's 13F filing for Q4 2023, filed 12 Feb 2024.