Sargent Bickham Lagudis’s Weyerhaeuser WY Stock Holding History

Sargent Bickham Lagudis’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
2022 Q4	$37.3K	Buy	1,203 +320	+36%	+$9.92K	﹤0.01%	489
2022 Q3	$25K	Sell	883 -20	-2%	-$681	﹤0.01%	539
2022 Q2	$30K	Buy	903 +20	+2%	+$763	﹤0.01%	521
2022 Q1	$33K	Hold	883	–	–	﹤0.01%	531
2021 Q4	$36K	Hold	883	–	–	﹤0.01%	515
2021 Q3	$31K	Hold	883	–	–	﹤0.01%	537
2021 Q2	$30K	Hold	883	–	–	﹤0.01%	547
2021 Q1	$31K	Hold	883	–	–	﹤0.01%	519
2020 Q4	$30K	Hold	883	–	–	﹤0.01%	499
2020 Q3	$25K	Hold	883	–	–	﹤0.01%	474
2020 Q2	$20K	Hold	883	–	–	﹤0.01%	493
2020 Q1	$15K	Sell	883 -10	-1%	-$263	﹤0.01%	508
2019 Q4	$27K	Sell	893 -162	-15%	-$4.7K	﹤0.01%	482
2019 Q3	$29K	Hold	1,055	–	–	﹤0.01%	421
2019 Q2	$28K	Sell	1,055 -1,268	-55%	-$32.2K	﹤0.01%	446
2019 Q1	$61K	Hold	2,323	–	–	0.01%	348
2018 Q4	$51K	Sell	2,323 -741	-24%	-$19.7K	0.01%	358
2018 Q3	$99K	Sell	3,064 -293	-9%	-$10.2K	0.01%	278
2018 Q2	$122K	Hold	3,357	–	–	0.02%	251
2018 Q1	$117K	Hold	3,357	–	–	0.01%	257
2017 Q4	$118K	Hold	3,357	–	–	0.01%	265
2017 Q3	$114K	Hold	3,357	–	–	0.01%	273
2017 Q2	$112K	Hold	3,357	–	–	0.01%	261
2017 Q1	$114K	Sell	3,357 -936	-22%	-$30.4K	0.01%	258
2016 Q4	$129K	Sell	4,293 -2,272	-35%	-$70K	0.02%	240
2016 Q3	$210K	Buy	6,565 +747	+13%	+$23.6K	0.03%	198
2016 Q2	$173K	Buy	5,818 +379	+7%	+$11.7K	0.03%	217
2016 Q1	$169K	Buy	+5,439	New	+$145K	0.03%	225

Other funds holding WY

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

PAMS

Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return

Sargent Bickham Lagudis's WY Position: Q4 2022 in Review

Sargent Bickham Lagudis increased its Weyerhaeuser (WY) stake by 36% in Q4 2022, buying an estimated $9.92K and bringing the position to 1,203 shares worth $37.3K. The position accounts for ﹤0.01% of the portfolio, ranked #489.

Sargent Bickham Lagudis first reported a position in WY in Q1 2016 and has held it in 28 quarters since. The position peaked at $210K in Q3 2016. 958 funds tracked by Wall St. Rank hold WY as of Q4 2022.

Sargent Bickham Lagudis held 1,203 shares of Weyerhaeuser worth $37.3K as of Q4 2022.
Sargent Bickham Lagudis bought 320 Weyerhaeuser shares in Q4 2022, an estimated $9.92K.
Weyerhaeuser made up ﹤0.01% of Sargent Bickham Lagudis's portfolio in Q4 2022, its #489 holding.
Sargent Bickham Lagudis first reported a position in Weyerhaeuser in Q1 2016 and has held it in 28 quarters since.
Sargent Bickham Lagudis's Weyerhaeuser position peaked at $210K in Q3 2016.
958 funds tracked by Wall St. Rank held Weyerhaeuser as of Q4 2022.

Based on Sargent Bickham Lagudis's 13F filing for Q4 2022, filed 23 Jan 2023.