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Householder Group Estate & Retirement Specialist’s Sylvamo SLVM Stock Holding History

Householder Group Estate & Retirement Specialist’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
2024
Q4 		$14K Sell
182
-30
-14% -$2.59K 0.01% 333
2024
Q3 		$18K Sell
212
-177
-46% -$13.2K 0.01% 724
2024
Q2 		$26K Hold
389
– – 0.01% 619
2024
Q1 		$24K Hold
389
– – 0.01% 636
2023
Q4 		$19K Hold
389
– – 0.01% 659
2023
Q3 		$17.1K Buy
+389
New +$16.7K 0.01% 675
2023
Q1 		$26K Buy
+561
New +$26.6K 0.01% 586
2022
Q4 		– Sell
-642
Closed -$21K – 996
2022
Q3 		$21K Buy
+642
New +$24.4K 0.01% 570

Other funds holding SLVM

AF
Atlas FRM Greenwich, Connecticut $1.53B AUM 14.94% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Nomura Holdings
Nomura Holdings Tokyo, Japan $37.7B AUM 34.44% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Royal London Asset Management
Royal London Asset Management United Kingdom $47.7B AUM 29.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Householder Group Estate & Retirement Specialist's SLVM Position: Q4 2024 in Review

Householder Group Estate & Retirement Specialist reduced its Sylvamo (SLVM) stake by 14% in Q4 2024, selling an estimated $2.59K and leaving 182 shares worth $14K. The position accounts for 0.01% of the portfolio, ranked #333.

Householder Group Estate & Retirement Specialist first reported a position in SLVM in Q3 2022 and has held it in 8 quarters since. The position peaked at $26K in Q2 2024. 400 funds tracked by Wall St. Rank hold SLVM as of Q4 2024.

  • Householder Group Estate & Retirement Specialist held 182 shares of Sylvamo worth $14K as of Q4 2024.
  • Householder Group Estate & Retirement Specialist sold 30 Sylvamo shares in Q4 2024, an estimated $2.59K.
  • Sylvamo made up 0.01% of Householder Group Estate & Retirement Specialist's portfolio in Q4 2024, its #333 holding.
  • Householder Group Estate & Retirement Specialist first reported a position in Sylvamo in Q3 2022 and has held it in 8 quarters since.
  • Householder Group Estate & Retirement Specialist's Sylvamo position peaked at $26K in Q2 2024.
  • 400 funds tracked by Wall St. Rank held Sylvamo as of Q4 2024.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q4 2024, filed 15 Jan 2025.