3IP
SW

3Chopt Investment Partners’s Smurfit Westrock SW Stock Holding History

3Chopt Investment Partners’s Portfolio SW Stock Details SW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-8,732
Closed -$393K – 251
2025
Q1 		$393K Buy
+8,732
New +$443K 0.1% 151

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Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

3Chopt Investment Partners's SW Position: Q2 2025 in Review

3Chopt Investment Partners sold out of Smurfit Westrock (SW) in Q2 2025, closing a stake of 8,732 shares — an estimated $393K sold.

3Chopt Investment Partners first reported a position in SW in Q1 2025 and held it in 1 quarter. The position peaked at $393K in Q1 2025. 575 funds tracked by Wall St. Rank hold SW as of Q2 2025.

  • 3Chopt Investment Partners reported no remaining Smurfit Westrock position as of Q2 2025 after selling out during the quarter.
  • 3Chopt Investment Partners sold 8,732 Smurfit Westrock shares in Q2 2025, an estimated $393K.
  • 3Chopt Investment Partners first reported a position in Smurfit Westrock in Q1 2025 and held it in 1 quarter.
  • 3Chopt Investment Partners's Smurfit Westrock position peaked at $393K in Q1 2025.
  • 575 funds tracked by Wall St. Rank held Smurfit Westrock as of Q2 2025.

Based on 3Chopt Investment Partners's 13F filing for Q2 2025, filed 24 Jul 2025.