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New England Research & Management’s Weyerhaeuser WY Stock Holding History

New England Research & 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
-10,240
Closed -$317K – 177
2022
Q4 		$317K Sell
10,240
-2,800
-21% -$86.8K 0.18% 128
2022
Q3 		$372K Buy
13,040
+20
+0.2% +$681 0.23% 118
2022
Q2 		$431K Hold
13,020
– – 0.25% 114
2022
Q1 		$493K Buy
+13,020
New +$516K 0.26% 113
2020
Q3 		– Sell
-14,775
Closed -$332K – 164
2020
Q2 		$332K Sell
14,775
-500
-3% -$10.1K 0.24% 118
2020
Q1 		$259K Sell
15,275
-675
-4% -$17.8K 0.22% 116
2019
Q4 		$482K Sell
15,950
-100
-0.6% -$2.9K 0.32% 107
2019
Q3 		$445K Sell
16,050
-175
-1% -$4.57K 0.32% 109
2019
Q2 		$427K Hold
16,225
– – 0.29% 114
2019
Q1 		$427K Sell
16,225
-50
-0.3% -$1.26K 0.29% 110
2018
Q4 		$356K Sell
16,275
-1,050
-6% -$28K 0.28% 106
2018
Q3 		$559K Sell
17,325
-1,000
-5% -$34.7K 0.36% 97
2018
Q2 		$668K Sell
18,325
-2,075
-10% -$75.9K 0.44% 85
2018
Q1 		$714K Buy
20,400
+6,500
+47% +$229K 0.48% 82
2017
Q4 		$490K Sell
13,900
-1,000
-7% -$35.4K 0.35% 95
2017
Q3 		$507K Buy
14,900
+1,350
+10% +$44.3K 0.37% 93
2017
Q2 		$454K Buy
+13,550
New +$456K 0.34% 99

Other funds holding WY

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

New England Research & Management's WY Position: Q1 2023 in Review

New England Research & Management sold out of Weyerhaeuser (WY) in Q1 2023, closing a stake of 10,240 shares — an estimated $317K sold.

New England Research & Management first reported a position in WY in Q2 2017 and held it in 17 quarters. The position peaked at $714K in Q1 2018. 948 funds tracked by Wall St. Rank hold WY as of Q1 2023.

  • New England Research & Management reported no remaining Weyerhaeuser position as of Q1 2023 after selling out during the quarter.
  • New England Research & Management sold 10,240 Weyerhaeuser shares in Q1 2023, an estimated $317K.
  • New England Research & Management first reported a position in Weyerhaeuser in Q2 2017 and held it in 17 quarters.
  • New England Research & Management's Weyerhaeuser position peaked at $714K in Q1 2018.
  • 948 funds tracked by Wall St. Rank held Weyerhaeuser as of Q1 2023.

Based on New England Research & Management's 13F filing for Q1 2023, filed 6 Apr 2023.