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McElhenny Sheffield Capital Management’s Weyerhaeuser WY Stock Holding History

McElhenny Sheffield Capital 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
2023
Q1 		– Sell
-28
Closed -$868 – 626
2022
Q4 		$868 Buy
+28
New +$868 ﹤0.01% 583

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T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

McElhenny Sheffield Capital Management's WY Position: Q1 2023 in Review

McElhenny Sheffield Capital Management sold out of Weyerhaeuser (WY) in Q1 2023, closing a stake of 28 shares — an estimated $868 sold.

McElhenny Sheffield Capital Management first reported a position in WY in Q4 2022 and held it in 1 quarter. The position peaked at $868 in Q4 2022. 947 funds tracked by Wall St. Rank hold WY as of Q1 2023.

  • McElhenny Sheffield Capital Management reported no remaining Weyerhaeuser position as of Q1 2023 after selling out during the quarter.
  • McElhenny Sheffield Capital Management sold 28 Weyerhaeuser shares in Q1 2023, an estimated $868.
  • McElhenny Sheffield Capital Management first reported a position in Weyerhaeuser in Q4 2022 and held it in 1 quarter.
  • McElhenny Sheffield Capital Management's Weyerhaeuser position peaked at $868 in Q4 2022.
  • 947 funds tracked by Wall St. Rank held Weyerhaeuser as of Q1 2023.

Based on McElhenny Sheffield Capital Management's 13F filing for Q1 2023, filed 13 Apr 2023.