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Lincluden Management’s Weyerhaeuser WY Stock Holding History

Lincluden Management’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
-14,335
Closed -$433K – 76
2019
Q4 		$433K Buy
14,335
+2,500
+21% +$72.5K 0.04% 69
2019
Q3 		$328K Buy
11,835
+2,300
+24% +$60K 0.03% 71
2019
Q2 		$251 Buy
+9,535
New +$242K 0.02% 72

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
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Lincluden Management's WY Position: Q1 2020 in Review

Lincluden Management sold out of Weyerhaeuser (WY) in Q1 2020, closing a stake of 14,335 shares — an estimated $433K sold.

Lincluden Management first reported a position in WY in Q2 2019 and held it in 3 quarters. The position peaked at $433K in Q4 2019. 821 funds tracked by Wall St. Rank hold WY as of Q1 2020.

  • Lincluden Management reported no remaining Weyerhaeuser position as of Q1 2020 after selling out during the quarter.
  • Lincluden Management sold 14,335 Weyerhaeuser shares in Q1 2020, an estimated $433K.
  • Lincluden Management first reported a position in Weyerhaeuser in Q2 2019 and held it in 3 quarters.
  • Lincluden Management's Weyerhaeuser position peaked at $433K in Q4 2019.
  • 821 funds tracked by Wall St. Rank held Weyerhaeuser as of Q1 2020.

Based on Lincluden Management's 13F filing for Q1 2020, filed 14 May 2020.