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Lee Financial’s Sylvamo SLVM Stock Holding History

Lee Financial’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
Q1 		– Sell
-27
Closed -$1.33K – 709
2023
Q4 		$1.33K Hold
27
– – ﹤0.01% 787
2023
Q3 		$1.19K Hold
27
– – ﹤0.01% 762
2023
Q2 		$1.09K Hold
27
– – ﹤0.01% 719
2023
Q1 		$1.25K Hold
27
– – ﹤0.01% 724
2022
Q4 		$1.31K Hold
27
– – ﹤0.01% 755
2022
Q3 		$1K Hold
27
– – ﹤0.01% 787
2022
Q2 		$1K Hold
27
– – ﹤0.01% 816
2022
Q1 		$1K Hold
27
– – ﹤0.01% 736
2021
Q4 		$1K Buy
+27
New +$786 ﹤0.01% 871

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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Nomura Holdings
Nomura Holdings Tokyo, Japan $37.7B AUM 34.44% 1-Year Est. Return
Royal London Asset Management
Royal London Asset Management United Kingdom $47.7B AUM 29.41% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Lee Financial's SLVM Position: Q1 2024 in Review

Lee Financial sold out of Sylvamo (SLVM) in Q1 2024, closing a stake of 27 shares — an estimated $1.33K sold.

Lee Financial first reported a position in SLVM in Q4 2021 and held it in 9 quarters. The position peaked at $1.33K in Q4 2023. 352 funds tracked by Wall St. Rank hold SLVM as of Q1 2024.

  • Lee Financial reported no remaining Sylvamo position as of Q1 2024 after selling out during the quarter.
  • Lee Financial sold 27 Sylvamo shares in Q1 2024, an estimated $1.33K.
  • Lee Financial first reported a position in Sylvamo in Q4 2021 and held it in 9 quarters.
  • Lee Financial's Sylvamo position peaked at $1.33K in Q4 2023.
  • 352 funds tracked by Wall St. Rank held Sylvamo as of Q1 2024.

Based on Lee Financial's 13F filing for Q1 2024, filed 15 May 2024.