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Simplicity Solutions’s Weyerhaeuser WY Stock Holding History

Simplicity Solutions’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
2023
Q4 		$422K Buy
12,149
+474
+4% +$14.8K 0.01% 726
2023
Q3 		$358K Sell
11,675
-746
-6% -$24.6K 0.01% 700
2023
Q2 		$416K Sell
12,421
-12,314
-50% -$371K 0.01% 721
2023
Q1 		$745K Buy
24,735
+8,834
+56% +$278K 0.02% 571
2022
Q4 		$493K Buy
15,901
+7,670
+93% +$238K 0.07% 346
2022
Q3 		$235K Buy
+8,231
New +$280K 0.03% 544
2022
Q2 		– Sell
-5,388
Closed -$204K – 709
2022
Q1 		$204K Buy
+5,388
New +$214K 0.03% 598
2021
Q1 		– Sell
-68,695
Closed -$2.3M – 993
2020
Q4 		$2.3M Buy
68,695
+2,196
+3% +$66.1K 0.03% 354
2020
Q3 		$1.9M Sell
66,499
-37,031
-36% -$1.02M 0.03% 342
2020
Q2 		$2.33M Sell
103,530
-4,652
-4% -$94.1K 0.05% 283
2020
Q1 		$1.83M Buy
108,182
+29,139
+37% +$766K 0.06% 236
2019
Q4 		$2.39M Buy
79,043
+19,132
+32% +$555K 0.07% 215
2019
Q3 		$1.66M Buy
59,911
+1,567
+3% +$40.9K 0.07% 209
2019
Q2 		$1.54M Buy
58,344
+45,714
+362% +$1.16M 0.07% 192
2019
Q1 		$333K Sell
12,630
-2,249
-15% -$56.7K 0.02% 503
2018
Q4 		$326K Buy
+14,879
New +$396K 0.04% 423
2017
Q3 		– Sell
-9,254
Closed -$310K – 393
2017
Q2 		$310K Buy
9,254
+1,363
+17% +$45.9K 0.04% 311
2017
Q1 		$268K Buy
+7,891
New +$257K 0.04% 314
2016
Q4 		– Sell
-6,545
Closed -$209K – 366
2016
Q3 		$209K Buy
+6,545
New +$207K 0.1% 241

Other funds holding WY

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Simplicity Solutions's WY Position: Q4 2023 in Review

Simplicity Solutions increased its Weyerhaeuser (WY) stake by 4.1% in Q4 2023, buying an estimated $14.8K and bringing the position to 12,149 shares worth $422K. The position accounts for 0.01% of the portfolio, ranked #726.

Simplicity Solutions first reported a position in WY in Q3 2016 and has held it in 19 quarters since. The position peaked at $2.39M in Q4 2019. 993 funds tracked by Wall St. Rank hold WY as of Q4 2023.

  • Simplicity Solutions held 12,149 shares of Weyerhaeuser worth $422K as of Q4 2023.
  • Simplicity Solutions bought 474 Weyerhaeuser shares in Q4 2023, an estimated $14.8K.
  • Weyerhaeuser made up 0.01% of Simplicity Solutions's portfolio in Q4 2023, its #726 holding.
  • Simplicity Solutions first reported a position in Weyerhaeuser in Q3 2016 and has held it in 19 quarters since.
  • Simplicity Solutions's Weyerhaeuser position peaked at $2.39M in Q4 2019.
  • 993 funds tracked by Wall St. Rank held Weyerhaeuser as of Q4 2023.

Based on Simplicity Solutions's 13F filing for Q4 2023, filed 29 Jan 2024.