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Systematic Alpha Investments’s Weyerhaeuser WY Stock Holding History

Systematic Alpha Investments’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
-5,350
Closed -$186K – 281
2023
Q4 		$186K Hold
5,350
– – 0.01% 220
2023
Q3 		$164K Hold
5,350
– – 0.01% 219
2023
Q2 		$179K Hold
5,350
– – 0.01% 212
2023
Q1 		$161K Buy
+5,350
New +$169K 0.01% 223
2022
Q2 		– Sell
-23,850
Closed -$904K – 230
2022
Q1 		$904K Buy
23,850
+18,500
+346% +$734K 0.04% 102
2021
Q4 		$220K Buy
5,350
+547
+11% +$20.8K 0.01% 217
2021
Q3 		$172K Buy
+4,803
New +$168K 0.01% 243

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Systematic Alpha Investments's WY Position: Q1 2024 in Review

Systematic Alpha Investments sold out of Weyerhaeuser (WY) in Q1 2024, closing a stake of 5,350 shares — an estimated $186K sold.

Systematic Alpha Investments first reported a position in WY in Q3 2021 and held it in 7 quarters. The position peaked at $904K in Q1 2022. 986 funds tracked by Wall St. Rank hold WY as of Q1 2024.

  • Systematic Alpha Investments reported no remaining Weyerhaeuser position as of Q1 2024 after selling out during the quarter.
  • Systematic Alpha Investments sold 5,350 Weyerhaeuser shares in Q1 2024, an estimated $186K.
  • Systematic Alpha Investments first reported a position in Weyerhaeuser in Q3 2021 and held it in 7 quarters.
  • Systematic Alpha Investments's Weyerhaeuser position peaked at $904K in Q1 2022.
  • 986 funds tracked by Wall St. Rank held Weyerhaeuser as of Q1 2024.

Based on Systematic Alpha Investments's 13F filing for Q1 2024, filed 13 May 2024.