Eagle Bay Advisors’s Smurfit Westrock SW Stock Holding History

Eagle Bay Advisors’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	-72	Closed	-$3.88K	–	985
2024 Q4	$3.88K	Sell	72 -48	-40%	-$2.44K	﹤0.01%	752
2024 Q3	$5.93K	Buy	+120	New	+$5.46K	﹤0.01%	938

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 $3.37T AUM 44.26% 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

Eagle Bay Advisors's SW Position: Q1 2025 in Review

Eagle Bay Advisors sold out of Smurfit Westrock (SW) in Q1 2025, closing a stake of 72 shares — an estimated $3.88K sold.

Eagle Bay Advisors first reported a position in SW in Q3 2024 and held it in 2 quarters. The position peaked at $5.93K in Q3 2024. 596 funds tracked by Wall St. Rank hold SW as of Q1 2025.

Eagle Bay Advisors reported no remaining Smurfit Westrock position as of Q1 2025 after selling out during the quarter.
Eagle Bay Advisors sold 72 Smurfit Westrock shares in Q1 2025, an estimated $3.88K.
Eagle Bay Advisors first reported a position in Smurfit Westrock in Q3 2024 and held it in 2 quarters.
Eagle Bay Advisors's Smurfit Westrock position peaked at $5.93K in Q3 2024.
596 funds tracked by Wall St. Rank held Smurfit Westrock as of Q1 2025.

Based on Eagle Bay Advisors's 13F filing for Q1 2025, filed 5 May 2025.