Zimmer Partners’s Weyerhaeuser WY Stock Holding History

Zimmer Partners’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
2023 Q3	–	Sell	-1,037,500	Closed	-$34.8M	–	155
2023 Q2	$34.8M	Sell	1,037,500 -537,500	-34%	-$16.2M	0.82%	40
2023 Q1	$47.5M	Buy	+1,575,000	New	+$49.6M	0.97%	35
2021 Q3	–	Sell	-1,735,000	Closed	-$59.7M	–	194
2021 Q2	$59.7M	Sell	1,735,000 -915,000	-35%	-$34M	0.8%	40
2021 Q1	$94.3M	Buy	+2,650,000	New	+$90.2M	1.28%	22
2020 Q3	–	Sell	-2,125,000	Closed	-$47.7M	–	158
2020 Q2	$47.7M	Buy	+2,125,000	New	+$43M	0.65%	41

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

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Zimmer Partners's WY Position: Q3 2023 in Review

Zimmer Partners sold out of Weyerhaeuser (WY) in Q3 2023, closing a stake of 1,037,500 shares — an estimated $34.8M sold.

Zimmer Partners first reported a position in WY in Q2 2020 and held it in 5 quarters. The position peaked at $94.3M in Q1 2021. 962 funds tracked by Wall St. Rank hold WY as of Q3 2023.

Zimmer Partners reported no remaining Weyerhaeuser position as of Q3 2023 after selling out during the quarter.
Zimmer Partners sold 1,037,500 Weyerhaeuser shares in Q3 2023, an estimated $34.8M.
Zimmer Partners first reported a position in Weyerhaeuser in Q2 2020 and held it in 5 quarters.
Zimmer Partners's Weyerhaeuser position peaked at $94.3M in Q1 2021.
962 funds tracked by Wall St. Rank held Weyerhaeuser as of Q3 2023.

Based on Zimmer Partners's 13F filing for Q3 2023, filed 14 Nov 2023.