1834 Investment Advisors’s Packaging Corp of America PKG Stock Holding History

1834 Investment Advisors’s Portfolio PKG Stock Details PKG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-918	Closed	-$207K	–	218
2024 Q4	$207K	Buy	+918	New	+$212K	0.03%	208
2024 Q2	–	Sell	-1,075	Closed	-$204K	–	220
2024 Q1	$204K	Sell	1,075 -28,335	-96%	-$4.91M	0.02%	216
2023 Q4	$4.79M	Buy	29,410 +19,090	+185%	+$3M	0.57%	54
2023 Q3	$1.58M	Buy	10,320 +3,802	+58%	+$555K	0.2%	98
2023 Q2	$861K	Sell	6,518 -842	-11%	-$112K	0.1%	136
2023 Q1	$1.02M	Buy	7,360 +5,552	+307%	+$755K	0.12%	122
2022 Q4	$231K	Buy	+1,808	New	+$227K	0.03%	171
2022 Q3	–	Sell	-12	Closed	-$2K	–	383
2022 Q2	$2K	Buy	+12	New	+$1.85K	﹤0.01%	439

Other funds holding PKG

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

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

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

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

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

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

1834 Investment Advisors's PKG Position: Q1 2025 in Review

1834 Investment Advisors sold out of Packaging Corp of America (PKG) in Q1 2025, closing a stake of 918 shares — an estimated $207K sold.

1834 Investment Advisors first reported a position in PKG in Q2 2022 and held it in 8 quarters. The position peaked at $4.79M in Q4 2023. 857 funds tracked by Wall St. Rank hold PKG as of Q1 2025.

1834 Investment Advisors reported no remaining Packaging Corp of America position as of Q1 2025 after selling out during the quarter.
1834 Investment Advisors sold 918 Packaging Corp of America shares in Q1 2025, an estimated $207K.
1834 Investment Advisors first reported a position in Packaging Corp of America in Q2 2022 and held it in 8 quarters.
1834 Investment Advisors's Packaging Corp of America position peaked at $4.79M in Q4 2023.
857 funds tracked by Wall St. Rank held Packaging Corp of America as of Q1 2025.

Based on 1834 Investment Advisors's 13F filing for Q1 2025, filed 9 May 2025.