Evolution Advisers’s Smurfit Westrock SW Stock Holding History

Evolution Advisers’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	-16	Closed	–	–	188
2024 Q4	$0	Hold	16	–	–	﹤0.01%	202
2024 Q3	$0	Buy	+16	New	+$728	﹤0.01%	196

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

Evolution Advisers's SW Position: Q1 2025 in Review

Evolution Advisers sold out of Smurfit Westrock (SW) in Q1 2025, closing a stake of 16 shares.

Evolution Advisers first reported a position in SW in Q3 2024 and held it in 2 quarters. The position peaked at $0 in Q4 2024. 596 funds tracked by Wall St. Rank hold SW as of Q1 2025.

Evolution Advisers reported no remaining Smurfit Westrock position as of Q1 2025 after selling out during the quarter.
Evolution Advisers sold 16 Smurfit Westrock shares in Q1 2025.
Evolution Advisers first reported a position in Smurfit Westrock in Q3 2024 and held it in 2 quarters.
Evolution Advisers's Smurfit Westrock position peaked at $0 in Q4 2024.
596 funds tracked by Wall St. Rank held Smurfit Westrock as of Q1 2025.

Based on Evolution Advisers's 13F filing for Q1 2025, filed 9 May 2025.