Number of Shares
41,456.00
Current Holdings Value*
$1.21 Mil
% of Portfolio
2.9%
Total Estimate Gain
$-150,894.06
% of Total Estimate Gain
-12.27%

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 $26.04, Ancora Dividend Value Equity Fund's estimated gain on his WY holdings is $-150,894.06, reflecting a -12.27% gain to date.

Ancora Dividend Value Equity Fund WY ($26.04) Holding Chart

Ancora Dividend Value Equity Fund WY ($26.04) 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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