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	-$570	–	161
2019 Q4	$570	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	$486	Buy	18,443 +4,239	+30%	+$108K	0.01%	100
2019 Q1	$374K	Buy	14,204 +1,111	+8%	+$28K	0.15%	108
2018 Q4	$2.86K	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	$427	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	$317	Buy	+9,343	New	+$304K	0.14%	117

Other funds holding WY

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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