Lodestar Investment Counsel’s Weyerhaeuser WY Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2019
Q2
$255K Sell
9,680
-3,000
-24% -$76.3K 0.03% 157
2019
Q1
$334K Buy
12,680
+500
+4% +$12.6K 0.04% 144
2018
Q4
$266K Buy
12,180
+283
+2% +$7.54K 0.03% 150
2018
Q3
$384K Buy
11,897
+500
+4% +$17.4K 0.04% 143
2018
Q2
$416K Hold
11,397
0.05% 142
2018
Q1
$399K Buy
11,397
+500
+5% +$17.6K 0.05% 139
2017
Q4
$384K Buy
10,897
+1,720
+19% +$60.9K 0.04% 140
2017
Q3
$312K Hold
9,177
0.04% 147
2017
Q2
$307K Buy
9,177
+273
+3% +$9.19K 0.04% 142
2017
Q1
$303K Buy
8,904
+2,224
+33% +$72.3K 0.04% 141
2016
Q4
$201K Buy
+6,680
New +$206K 0.03% 153
2013
Q4
Sell
-7,600
Closed -$218K 98
2013
Q3
$218K Hold
7,600
0.08% 90
2013
Q2
$217K Buy
+7,600
New +$230K 0.08% 89

Other funds holding WY

Lodestar Investment Counsel's WY Position: Q2 2019 in Review

Lodestar Investment Counsel reduced its Weyerhaeuser (WY) stake by 24% in Q2 2019, selling an estimated $76.3K and leaving 9,680 shares worth $255K. The position accounts for 0.03% of the portfolio, ranked #157.

Lodestar Investment Counsel first reported a position in WY in Q2 2013 and has held it in 13 quarters since. The position peaked at $416K in Q2 2018. 882 funds tracked by Wall St. Rank hold WY as of Q2 2019.

  • Lodestar Investment Counsel held 9,680 shares of Weyerhaeuser worth $255K as of Q2 2019.
  • Lodestar Investment Counsel sold 3,000 Weyerhaeuser shares in Q2 2019, an estimated $76.3K.
  • Weyerhaeuser made up 0.03% of Lodestar Investment Counsel's portfolio in Q2 2019, its #157 holding.
  • Lodestar Investment Counsel first reported a position in Weyerhaeuser in Q2 2013 and has held it in 13 quarters since.
  • Lodestar Investment Counsel's Weyerhaeuser position peaked at $416K in Q2 2018.
  • 882 funds tracked by Wall St. Rank held Weyerhaeuser as of Q2 2019.

Based on Lodestar Investment Counsel's 13F filing for Q2 2019, filed 10 Jul 2019.