True North Advisors’s Weyerhaeuser WY Stock Holding History

True North Advisors’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 Q2	–	Sell	-67,986	Closed	-$2.44M	–	214
2024 Q1	$2.44M	Sell	67,986 -21	-0%	-$711	0.67%	28
2023 Q4	$2.36M	Sell	68,007 -184	-0.3%	-$5.73K	0.61%	26
2023 Q3	$2.09M	Buy	68,191 +40	+0.1%	+$1.32K	0.64%	29
2023 Q2	$2.28M	Sell	68,151 -26,609	-28%	-$801K	0.65%	30
2023 Q1	$2.86M	Sell	94,760 -17,285	-15%	-$545K	0.84%	23
2022 Q4	$3.47M	Buy	112,045 +3	+0%	+$93	1.18%	20
2022 Q3	$3.2M	Hold	112,042	–	–	1.05%	17
2022 Q2	$3.71M	Hold	112,042	–	–	1.16%	16
2022 Q1	$4.25M	Buy	112,042 +3,646	+3%	+$145K	1.14%	15
2021 Q4	$4.46M	Hold	108,396	–	–	0.75%	26
2021 Q3	$3.85M	Buy	108,396 +550	+0.5%	+$19.3K	0.76%	27
2021 Q2	$3.71M	Hold	107,846	–	–	0.77%	24
2021 Q1	$3.84M	Hold	107,846	–	–	0.91%	22
2020 Q4	$3.62M	Hold	107,846	–	–	0.93%	25
2020 Q3	$3.08M	Hold	107,846	–	–	0.9%	28
2020 Q2	$2.42M	Buy	+107,846	New	+$2.18M	0.58%	37

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

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

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

Norges Bank Oslo, Norway $1T AUM

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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

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

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

True North Advisors's WY Position: Q2 2024 in Review

True North Advisors sold out of Weyerhaeuser (WY) in Q2 2024, closing a stake of 67,986 shares — an estimated $2.44M sold.

True North Advisors first reported a position in WY in Q2 2020 and held it in 16 quarters. The position peaked at $4.46M in Q4 2021. 957 funds tracked by Wall St. Rank hold WY as of Q2 2024.

True North Advisors reported no remaining Weyerhaeuser position as of Q2 2024 after selling out during the quarter.
True North Advisors sold 67,986 Weyerhaeuser shares in Q2 2024, an estimated $2.44M.
True North Advisors first reported a position in Weyerhaeuser in Q2 2020 and held it in 16 quarters.
True North Advisors's Weyerhaeuser position peaked at $4.46M in Q4 2021.
957 funds tracked by Wall St. Rank held Weyerhaeuser as of Q2 2024.

Based on True North Advisors's 13F filing for Q2 2024, filed 12 Aug 2024.