Great Lakes Advisors’s Smurfit Westrock SW Stock Holding History

Great Lakes 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 Q2	–	Sell	-291,138	Closed	-$13.1M	–	880
2025 Q1	$13.1M	Buy	+291,138	New	+$14.8M	0.12%	154

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

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

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

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 Oslo, Norway $1T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 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

Great Lakes Advisors's SW Position: Q2 2025 in Review

Great Lakes Advisors sold out of Smurfit Westrock (SW) in Q2 2025, closing a stake of 291,138 shares — an estimated $13.1M sold.

Great Lakes Advisors first reported a position in SW in Q1 2025 and held it in 1 quarter. The position peaked at $13.1M in Q1 2025. 575 funds tracked by Wall St. Rank hold SW as of Q2 2025.

Great Lakes Advisors reported no remaining Smurfit Westrock position as of Q2 2025 after selling out during the quarter.
Great Lakes Advisors sold 291,138 Smurfit Westrock shares in Q2 2025, an estimated $13.1M.
Great Lakes Advisors first reported a position in Smurfit Westrock in Q1 2025 and held it in 1 quarter.
Great Lakes Advisors's Smurfit Westrock position peaked at $13.1M in Q1 2025.
575 funds tracked by Wall St. Rank held Smurfit Westrock as of Q2 2025.

Based on Great Lakes Advisors's 13F filing for Q2 2025, filed 11 Aug 2025.