Lee, Danner & Bass’s Weyerhaeuser WY Stock Holding History

Lee, Danner & Bass’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
2025 Q1	–	Sell	-1,564	Closed	-$44K	–	715
2024 Q4	$44K	Buy	+1,564	New	+$48.8K	﹤0.01%	360

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

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

Norges Bank Oslo, Norway $935B AUM

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

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

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

Lee, Danner & Bass's WY Position: Q1 2025 in Review

Lee, Danner & Bass sold out of Weyerhaeuser (WY) in Q1 2025, closing a stake of 1,564 shares — an estimated $44K sold.

Lee, Danner & Bass first reported a position in WY in Q4 2024 and held it in 1 quarter. The position peaked at $44K in Q4 2024. 959 funds tracked by Wall St. Rank hold WY as of Q1 2025.

Lee, Danner & Bass reported no remaining Weyerhaeuser position as of Q1 2025 after selling out during the quarter.
Lee, Danner & Bass sold 1,564 Weyerhaeuser shares in Q1 2025, an estimated $44K.
Lee, Danner & Bass first reported a position in Weyerhaeuser in Q4 2024 and held it in 1 quarter.
Lee, Danner & Bass's Weyerhaeuser position peaked at $44K in Q4 2024.
959 funds tracked by Wall St. Rank held Weyerhaeuser as of Q1 2025.

Based on Lee, Danner & Bass's 13F filing for Q1 2025, filed 29 Apr 2025.