Oarsman Capital’s Weyerhaeuser WY Stock Holding History

Oarsman Capital’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
2025 Q1	–	Sell	-2,531	Closed	-$71.2K	–	863
2024 Q4	$71.2K	Hold	2,531	–	–	0.01%	385
2024 Q3	$85.7K	Buy	+2,531	New	+$77.8K	0.02%	364
2022 Q1	–	Sell	-5,423	Closed	-$223K	–	198
2021 Q4	$223K	Buy	+5,423	New	+$206K	0.09%	166
2021 Q3	–	Sell	-6,063	Closed	-$209K	–	200
2021 Q2	$209K	Sell	6,063 -200	-3%	-$7.42K	0.08%	179
2021 Q1	$223K	Hold	6,263	–	–	0.1%	169
2020 Q4	$210K	Buy	+6,263	New	+$188K	0.08%	171
2018 Q4	–	Sell	-6,618	Closed	-$214K	–	184
2018 Q3	$214K	Sell	6,618 -80	-1%	-$2.78K	0.09%	173
2018 Q2	$244K	Hold	6,698	–	–	0.11%	155
2018 Q1	$234K	Sell	6,698 -128	-2%	-$4.52K	0.11%	164
2017 Q4	$241K	Sell	6,826 -240	-3%	-$8.49K	0.1%	167
2017 Q3	$240K	Hold	7,066	–	–	0.1%	165
2017 Q2	$237K	Sell	7,066 -760	-10%	-$25.6K	0.11%	163
2017 Q1	$266K	Buy	+7,826	New	+$255K	0.12%	159
2016 Q4	–	Sell	-8,066	Closed	-$258K	–	184
2016 Q3	$258K	Hold	8,066	–	–	0.13%	156
2016 Q2	$240K	Sell	8,066 -400	-5%	-$12.3K	0.12%	163
2016 Q1	$262K	Buy	+8,466	New	+$226K	0.14%	156

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

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Wellington Management Group

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

Norges Bank Oslo, Norway $935B AUM

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

First Eagle Investment Management

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return