Grove Bank & Trust’s Smurfit Westrock SW Stock Holding History

Grove Bank & Trust’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	-12	Closed	-$646	–	870
2024 Q4	$646	Buy	+12	New	+$611	﹤0.01%	733

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

Grove Bank & Trust's SW Position: Q1 2025 in Review

Grove Bank & Trust sold out of Smurfit Westrock (SW) in Q1 2025, closing a stake of 12 shares — an estimated $646 sold.

Grove Bank & Trust first reported a position in SW in Q4 2024 and held it in 1 quarter. The position peaked at $646 in Q4 2024. 596 funds tracked by Wall St. Rank hold SW as of Q1 2025.

Grove Bank & Trust reported no remaining Smurfit Westrock position as of Q1 2025 after selling out during the quarter.
Grove Bank & Trust sold 12 Smurfit Westrock shares in Q1 2025, an estimated $646.
Grove Bank & Trust first reported a position in Smurfit Westrock in Q4 2024 and held it in 1 quarter.
Grove Bank & Trust's Smurfit Westrock position peaked at $646 in Q4 2024.
596 funds tracked by Wall St. Rank held Smurfit Westrock as of Q1 2025.

Based on Grove Bank & Trust's 13F filing for Q1 2025, filed 17 Apr 2025.