Plato Investment Management’s Weyerhaeuser WY Stock Holding History

Plato Investment 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
2025 Q1	–	Sell	-400	Closed	-$11.3K	–	623
2024 Q4	$11.3K	Hold	400	–	–	﹤0.01%	545
2024 Q3	$13.5K	Hold	400	–	–	﹤0.01%	493
2024 Q2	$11.4K	Hold	400	–	–	﹤0.01%	448
2024 Q1	$14.4K	Hold	400	–	–	﹤0.01%	425
2023 Q4	$13.9K	Buy	+400	New	+$12.4K	0.02%	350

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

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

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

Plato Investment Management's WY Position: Q1 2025 in Review

Plato Investment Management sold out of Weyerhaeuser (WY) in Q1 2025, closing a stake of 400 shares — an estimated $11.3K sold.

Plato Investment Management first reported a position in WY in Q4 2023 and held it in 5 quarters. The position peaked at $14.4K in Q1 2024. 959 funds tracked by Wall St. Rank hold WY as of Q1 2025.

Plato Investment Management reported no remaining Weyerhaeuser position as of Q1 2025 after selling out during the quarter.
Plato Investment Management sold 400 Weyerhaeuser shares in Q1 2025, an estimated $11.3K.
Plato Investment Management first reported a position in Weyerhaeuser in Q4 2023 and held it in 5 quarters.
Plato Investment Management's Weyerhaeuser position peaked at $14.4K in Q1 2024.
959 funds tracked by Wall St. Rank held Weyerhaeuser as of Q1 2025.

Based on Plato Investment Management's 13F filing for Q1 2025, filed 20 May 2025.