Wright Investors Service’s Weyerhaeuser WY Stock Holding History

Wright Investors Service’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	-23,219	Closed	-$834K	–	163
2024 Q1	$834K	Sell	23,219 -703	-3%	-$23.8K	0.21%	108
2023 Q4	$832K	Sell	23,922 -156	-0.6%	-$4.85K	0.23%	103
2023 Q3	$738K	Sell	24,078 -1,150	-5%	-$37.9K	0.21%	108
2023 Q2	$845K	Sell	25,228 -1,654	-6%	-$49.8K	0.24%	104
2023 Q1	$810K	Buy	+26,882	New	+$847K	0.23%	112

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

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

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

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

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

Wright Investors Service's WY Position: Q2 2024 in Review

Wright Investors Service sold out of Weyerhaeuser (WY) in Q2 2024, closing a stake of 23,219 shares — an estimated $834K sold.

Wright Investors Service first reported a position in WY in Q1 2023 and held it in 5 quarters. The position peaked at $845K in Q2 2023. 956 funds tracked by Wall St. Rank hold WY as of Q2 2024.

Wright Investors Service reported no remaining Weyerhaeuser position as of Q2 2024 after selling out during the quarter.
Wright Investors Service sold 23,219 Weyerhaeuser shares in Q2 2024, an estimated $834K.
Wright Investors Service first reported a position in Weyerhaeuser in Q1 2023 and held it in 5 quarters.
Wright Investors Service's Weyerhaeuser position peaked at $845K in Q2 2023.
956 funds tracked by Wall St. Rank held Weyerhaeuser as of Q2 2024.

Based on Wright Investors Service's 13F filing for Q2 2024, filed 26 Jul 2024.