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James Investment Research’s Weyerhaeuser WY Stock Holding History

James Investment Research’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
Q2 		– Sell
-100
Closed -$3K – 546
2023
Q1 		$3K Hold
100
– – ﹤0.01% 533
2022
Q4 		$3K Buy
+100
New +$3.1K ﹤0.01% 522
2016
Q3 		– Sell
-150
Closed -$4K – 583
2016
Q2 		$4K Buy
+150
New +$4.61K ﹤0.01% 475

Other funds holding WY

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

James Investment Research's WY Position: Q2 2023 in Review

James Investment Research sold out of Weyerhaeuser (WY) in Q2 2023, closing a stake of 100 shares — an estimated $3K sold.

James Investment Research first reported a position in WY in Q2 2016 and held it in 3 quarters. The position peaked at $4K in Q2 2016. 960 funds tracked by Wall St. Rank hold WY as of Q2 2023.

  • James Investment Research reported no remaining Weyerhaeuser position as of Q2 2023 after selling out during the quarter.
  • James Investment Research sold 100 Weyerhaeuser shares in Q2 2023, an estimated $3K.
  • James Investment Research first reported a position in Weyerhaeuser in Q2 2016 and held it in 3 quarters.
  • James Investment Research's Weyerhaeuser position peaked at $4K in Q2 2016.
  • 960 funds tracked by Wall St. Rank held Weyerhaeuser as of Q2 2023.

Based on James Investment Research's 13F filing for Q2 2023, filed 7 Aug 2023.