Ancora Dividend Value Equity Fund WY Holdings History
Number of Shares
41,456.00
Current Holdings Value*
$1.21 Mil
% of Portfolio
2.9%
Total Estimate Gain
$-145,297.50
% of Total Estimate Gain
-11.81%
Ancora Dividend Value Equity Fund's Weyerhaeuser Co Holding Summary
As of 2025-03-31, ANCORA TRUST held 41,456.00 shares of Weyerhaeuser Co(WY), totaling $1.21 Mil. This investment constitutes 2.9% of their stock portfolio, and ANCORA TRUST now holds 0.01% of the outstanding Weyerhaeuser Co(WY) stock.
The initial trade took place in 2020Q1. And since then Ancora Dividend Value Equity Fund has made 7 purchases of WY, at an average price of $29.67, for a total of 41,456.00 shares. Based on historical transaction data and WY's current price of $26.17, Ancora Dividend Value Equity Fund's estimated gain on his WY holdings is $-145,297.50, reflecting a -11.81% gain to date.
Ancora Dividend Value Equity Fund WY ($26.17) Holding Chart
Ancora Dividend Value Equity Fund WY ($26.17) Quarterly Buys and Sells
Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
---|---|---|---|---|
Shares Bought | 0 | Average Price $-/Share | ||
Shares Sold | 0 | Average Price $-/Share | ||
Current Price $0.00 | Total Estimated Gain 0 % |
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