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Newman Dignan & Sheerar Inc’s Weyerhaeuser WY Stock Holding History

Newman Dignan & Sheerar Inc’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
-18,869
Closed -$570K – 161
2019
Q4 		$570K Sell
18,869
-589
-3% -$17.1K 0.06% 92
2019
Q3 		$539K Buy
19,458
+1,015
+6% +$26.5K 0.25% 88
2019
Q2 		$486K Buy
18,443
+4,239
+30% +$108K 0.22% 100
2019
Q1 		$374K Buy
14,204
+1,111
+8% +$28K 0.15% 108
2018
Q4 		$2.86M Sell
13,093
-846
-6% -$22.5K 0.24% 24
2018
Q3 		$422K Buy
13,939
+2,230
+19% +$77.4K 0.18% 112
2018
Q2 		$427K Sell
11,709
-105
-0.9% -$3.84K 0.03% 107
2018
Q1 		$428K Sell
11,814
-2,343
-17% -$82.7K 0.22% 107
2017
Q4 		$499K Buy
14,157
+29
+0.2% +$1.03K 0.25% 104
2017
Q3 		$481K Buy
14,128
+1,817
+15% +$59.7K 0.26% 105
2017
Q2 		$412K Buy
12,311
+2,968
+32% +$99.9K 0.23% 107
2017
Q1 		$317K Buy
+9,343
New +$304K 0.14% 117

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
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Newman Dignan & Sheerar Inc's WY Position: Q1 2020 in Review

Newman Dignan & Sheerar Inc sold out of Weyerhaeuser (WY) in Q1 2020, closing a stake of 18,869 shares — an estimated $570K sold.

Newman Dignan & Sheerar Inc first reported a position in WY in Q1 2017 and held it in 12 quarters. The position peaked at $2.86M in Q4 2018. 820 funds tracked by Wall St. Rank hold WY as of Q1 2020.

  • Newman Dignan & Sheerar Inc reported no remaining Weyerhaeuser position as of Q1 2020 after selling out during the quarter.
  • Newman Dignan & Sheerar Inc sold 18,869 Weyerhaeuser shares in Q1 2020, an estimated $570K.
  • Newman Dignan & Sheerar Inc first reported a position in Weyerhaeuser in Q1 2017 and held it in 12 quarters.
  • Newman Dignan & Sheerar Inc's Weyerhaeuser position peaked at $2.86M in Q4 2018.
  • 820 funds tracked by Wall St. Rank held Weyerhaeuser as of Q1 2020.

Based on Newman Dignan & Sheerar Inc's 13F filing for Q1 2020, filed 20 Apr 2020.