Clearstead Trust’s Sylvamo SLVM Stock Holding History

Clearstead Trust’s Portfolio SLVM Stock Details SLVM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-10	Closed	-$443	–	1467
2025 Q3	$443	Hold	10	–	–	﹤0.01%	1393
2025 Q2	$501	Buy	+10	New	+$563	﹤0.01%	1331

Other funds holding SLVM

Atlas FRM Greenwich, Connecticut $2.33B AUM 3.68% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Nomura Holdings Tokyo, Japan $85.4B AUM 91.09% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Royal London Asset Management United Kingdom $54.3B AUM 39.21% 1-Year Est. Return

Clearstead Trust's SLVM Position: Q4 2025 in Review

Clearstead Trust sold out of Sylvamo (SLVM) in Q4 2025, closing a stake of 10 shares — an estimated $443 sold.

Clearstead Trust first reported a position in SLVM in Q2 2025 and held it in 2 quarters. The position peaked at $501 in Q2 2025. 361 funds tracked by Wall St. Rank hold SLVM as of Q4 2025.

Clearstead Trust reported no remaining Sylvamo position as of Q4 2025 after selling out during the quarter.
Clearstead Trust sold 10 Sylvamo shares in Q4 2025, an estimated $443.
Clearstead Trust first reported a position in Sylvamo in Q2 2025 and held it in 2 quarters.
Clearstead Trust's Sylvamo position peaked at $501 in Q2 2025.
361 funds tracked by Wall St. Rank held Sylvamo as of Q4 2025.

Based on Clearstead Trust's 13F filing for Q4 2025, filed 9 Feb 2026.