Core Alternative Capital’s Smurfit Westrock SW Stock Holding History

Core Alternative Capital’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 Q1	–	Sell	-28	Closed	-$1.51K	–	363
2024 Q4	$1.51K	Buy	+28	New	+$1.43K	﹤0.01%	282

Other funds holding SW

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

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

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

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

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Core Alternative Capital's SW Position: Q1 2025 in Review

Core Alternative Capital sold out of Smurfit Westrock (SW) in Q1 2025, closing a stake of 28 shares — an estimated $1.51K sold.

Core Alternative Capital first reported a position in SW in Q4 2024 and held it in 1 quarter. The position peaked at $1.51K in Q4 2024. 596 funds tracked by Wall St. Rank hold SW as of Q1 2025.

Core Alternative Capital reported no remaining Smurfit Westrock position as of Q1 2025 after selling out during the quarter.
Core Alternative Capital sold 28 Smurfit Westrock shares in Q1 2025, an estimated $1.51K.
Core Alternative Capital first reported a position in Smurfit Westrock in Q4 2024 and held it in 1 quarter.
Core Alternative Capital's Smurfit Westrock position peaked at $1.51K in Q4 2024.
596 funds tracked by Wall St. Rank held Smurfit Westrock as of Q1 2025.

Based on Core Alternative Capital's 13F filing for Q1 2025, filed 29 Apr 2025.