Lederer & Associates Investment Counsel’s Weyerhaeuser WY Stock Holding History

Lederer & Associates Investment Counsel’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 Q1	–	Sell	-12,340	Closed	-$373K	–	98
2019 Q4	$373K	Hold	12,340	–	–	0.32%	71
2019 Q3	$342K	Sell	12,340 -870	-7%	-$22.7K	0.33%	74
2019 Q2	$348K	Buy	13,210 +2,663	+25%	+$67.7K	0.32%	71
2019 Q1	$278K	Buy	10,547 +110	+1%	+$2.77K	0.26%	81
2018 Q4	$228K	Sell	10,437 -1,820	-15%	-$48.5K	0.24%	83
2018 Q3	$396K	Hold	12,257	–	–	0.33%	68
2018 Q2	$447K	Sell	12,257 -780	-6%	-$28.5K	0.4%	59
2018 Q1	$456K	Sell	13,037 -55	-0.4%	-$1.94K	0.41%	62
2017 Q4	$462K	Buy	13,092 +770	+6%	+$27.2K	0.41%	58
2017 Q3	$419K	Sell	12,322 -1,280	-9%	-$42K	0.4%	55
2017 Q2	$456K	Sell	13,602 -1,390	-9%	-$46.8K	0.44%	54
2017 Q1	$509K	Buy	14,992 +2,620	+21%	+$85.2K	0.48%	57
2016 Q4	$372K	Buy	+12,372	New	+$381K	0.37%	63

Other funds holding WY

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Lederer & Associates Investment Counsel's WY Position: Q1 2020 in Review

Lederer & Associates Investment Counsel sold out of Weyerhaeuser (WY) in Q1 2020, closing a stake of 12,340 shares — an estimated $373K sold.

Lederer & Associates Investment Counsel first reported a position in WY in Q4 2016 and held it in 13 quarters. The position peaked at $509K in Q1 2017. 821 funds tracked by Wall St. Rank hold WY as of Q1 2020.

Lederer & Associates Investment Counsel reported no remaining Weyerhaeuser position as of Q1 2020 after selling out during the quarter.
Lederer & Associates Investment Counsel sold 12,340 Weyerhaeuser shares in Q1 2020, an estimated $373K.
Lederer & Associates Investment Counsel first reported a position in Weyerhaeuser in Q4 2016 and held it in 13 quarters.
Lederer & Associates Investment Counsel's Weyerhaeuser position peaked at $509K in Q1 2017.
821 funds tracked by Wall St. Rank held Weyerhaeuser as of Q1 2020.

Based on Lederer & Associates Investment Counsel's 13F filing for Q1 2020, filed 20 Apr 2020.