CIM
SW

Contravisory Investment Management’s Smurfit Westrock SW Stock Holding History

Contravisory Investment Management’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
-14,223
Closed -$641K – 460
2025
Q1 		$641K Buy
14,223
+34
+0.2% +$1.72K 0.14% 105
2024
Q4 		$764K Buy
14,189
+365
+3% +$18.6K 0.16% 78
2024
Q3 		$683K Buy
+13,824
New +$629K 0.15% 99

Other funds holding SW

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $29.1B AUM 60.8% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Contravisory Investment Management's SW Position: Q2 2025 in Review

Contravisory Investment Management sold out of Smurfit Westrock (SW) in Q2 2025, closing a stake of 14,223 shares — an estimated $641K sold.

Contravisory Investment Management first reported a position in SW in Q3 2024 and held it in 3 quarters. The position peaked at $764K in Q4 2024. 575 funds tracked by Wall St. Rank hold SW as of Q2 2025.

  • Contravisory Investment Management reported no remaining Smurfit Westrock position as of Q2 2025 after selling out during the quarter.
  • Contravisory Investment Management sold 14,223 Smurfit Westrock shares in Q2 2025, an estimated $641K.
  • Contravisory Investment Management first reported a position in Smurfit Westrock in Q3 2024 and held it in 3 quarters.
  • Contravisory Investment Management's Smurfit Westrock position peaked at $764K in Q4 2024.
  • 575 funds tracked by Wall St. Rank held Smurfit Westrock as of Q2 2025.

Based on Contravisory Investment Management's 13F filing for Q2 2025, filed 10 Jul 2025.