Slagle Financial’s Weyerhaeuser WY Stock Holding History

Slagle Financial’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
2024 Q1	–	Sell	-114,270	Closed	-$1.99M	–	123
2023 Q4	$1.99M	Buy	114,270 +57,608	+102%	+$1.79M	1.14%	40
2023 Q3	$1.74M	Buy	56,662 +3,943	+7%	+$130K	1.06%	42
2023 Q2	$1.77M	Buy	+52,719	New	+$1.59M	1.1%	39

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

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

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

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

Norges Bank Oslo, Norway $935B AUM

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

Slagle Financial's WY Position: Q1 2024 in Review

Slagle Financial sold out of Weyerhaeuser (WY) in Q1 2024, closing a stake of 114,270 shares — an estimated $1.99M sold.

Slagle Financial first reported a position in WY in Q2 2023 and held it in 3 quarters. The position peaked at $1.99M in Q4 2023. 985 funds tracked by Wall St. Rank hold WY as of Q1 2024.

Slagle Financial reported no remaining Weyerhaeuser position as of Q1 2024 after selling out during the quarter.
Slagle Financial sold 114,270 Weyerhaeuser shares in Q1 2024, an estimated $1.99M.
Slagle Financial first reported a position in Weyerhaeuser in Q2 2023 and held it in 3 quarters.
Slagle Financial's Weyerhaeuser position peaked at $1.99M in Q4 2023.
985 funds tracked by Wall St. Rank held Weyerhaeuser as of Q1 2024.

Based on Slagle Financial's 13F filing for Q1 2024, filed 16 May 2024.