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Hotaling Investment Management’s Weyerhaeuser WY Stock Holding History

Hotaling 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
Q2 		– Sell
-33,311
Closed -$565K – 110
2020
Q1 		$565K Buy
33,311
+262
+0.8% +$6.89K 0.42% 65
2019
Q4 		$998K Buy
33,049
+3,413
+12% +$99K 0.57% 62
2019
Q3 		$821K Buy
29,636
+475
+2% +$12.4K 0.53% 64
2019
Q2 		$768K Buy
29,161
+4,073
+16% +$104K 0.49% 70
2019
Q1 		$661K Buy
25,088
+10,051
+67% +$253K 0.45% 72
2018
Q4 		$329K Buy
+15,037
New +$401K 0.27% 84

Other funds holding WY

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Hotaling Investment Management's WY Position: Q2 2020 in Review

Hotaling Investment Management sold out of Weyerhaeuser (WY) in Q2 2020, closing a stake of 33,311 shares — an estimated $565K sold.

Hotaling Investment Management first reported a position in WY in Q4 2018 and held it in 6 quarters. The position peaked at $998K in Q4 2019. 790 funds tracked by Wall St. Rank hold WY as of Q2 2020.

  • Hotaling Investment Management reported no remaining Weyerhaeuser position as of Q2 2020 after selling out during the quarter.
  • Hotaling Investment Management sold 33,311 Weyerhaeuser shares in Q2 2020, an estimated $565K.
  • Hotaling Investment Management first reported a position in Weyerhaeuser in Q4 2018 and held it in 6 quarters.
  • Hotaling Investment Management's Weyerhaeuser position peaked at $998K in Q4 2019.
  • 790 funds tracked by Wall St. Rank held Weyerhaeuser as of Q2 2020.

Based on Hotaling Investment Management's 13F filing for Q2 2020, filed 31 Jul 2020.