Sugarloaf Wealth Management’s Weyerhaeuser WY Stock Holding History

Sugarloaf Wealth 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
2024 Q4	$15.9K	Hold	565	–	–	﹤0.01%	435
2024 Q3	$19.1K	Hold	565	–	–	﹤0.01%	421
2024 Q2	$16K	Sell	565 -347	-38%	-$10.7K	﹤0.01%	431
2024 Q1	$32.8K	Hold	912	–	–	0.01%	339
2023 Q4	$31.7K	Hold	912	–	–	0.01%	336
2023 Q3	$28K	Hold	912	–	–	0.01%	348
2023 Q2	$30.6K	Buy	912 +695	+320%	+$20.9K	0.01%	345
2023 Q1	$6.54K	Hold	217	–	–	﹤0.01%	523
2022 Q4	$6.73K	Sell	217 -786	-78%	-$24.4K	﹤0.01%	538
2022 Q3	$29K	Buy	1,003 +281	+39%	+$9.57K	0.01%	373
2022 Q2	$24K	Hold	722	–	–	0.01%	396
2022 Q1	$27K	Hold	722	–	–	0.01%	368
2021 Q4	$30K	Hold	722	–	–	0.01%	370
2021 Q3	$26K	Buy	722 +217	+43%	+$7.6K	0.01%	377
2021 Q2	$17K	Hold	505	–	–	﹤0.01%	445
2021 Q1	$18	Hold	505	–	–	0.01%	432
2020 Q4	$17K	Hold	505	–	–	0.01%	414
2020 Q3	$14K	Hold	505	–	–	0.01%	418
2020 Q2	$11K	Sell	505 -5	-1%	-$101	﹤0.01%	442
2020 Q1	$9K	Hold	510	–	–	﹤0.01%	454
2019 Q4	$15K	Buy	+510	New	+$14.8K	0.01%	418

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

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

Sugarloaf Wealth Management's WY Position: Q4 2024 in Review

Sugarloaf Wealth Management held its Weyerhaeuser (WY) position steady in Q4 2024 at 565 shares worth $15.9K. The position accounts for ﹤0.01% of the portfolio, ranked #435.

Sugarloaf Wealth Management first reported a position in WY in Q4 2019 and has held it in 21 quarters since. The position peaked at $32.8K in Q1 2024. 940 funds tracked by Wall St. Rank hold WY as of Q4 2024.

Sugarloaf Wealth Management held 565 shares of Weyerhaeuser worth $15.9K as of Q4 2024.
Sugarloaf Wealth Management left its Weyerhaeuser share count unchanged in Q4 2024.
Weyerhaeuser made up ﹤0.01% of Sugarloaf Wealth Management's portfolio in Q4 2024, its #435 holding.
Sugarloaf Wealth Management first reported a position in Weyerhaeuser in Q4 2019 and has held it in 21 quarters since.
Sugarloaf Wealth Management's Weyerhaeuser position peaked at $32.8K in Q1 2024.
940 funds tracked by Wall St. Rank held Weyerhaeuser as of Q4 2024.

Based on Sugarloaf Wealth Management's 13F filing for Q4 2024, filed 10 Jan 2025.