HBC Financial Services’s Smurfit Westrock SW Stock Holding History

HBC Financial Services’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
2024 Q4	$0	Hold	8	–	–	﹤0.01%	199
2024 Q3	$0	Buy	+8	New	+$364	﹤0.01%	195

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

Norges Bank Oslo, Norway $1T AUM

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

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 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

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

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

HBC Financial Services's SW Position: Q4 2024 in Review

HBC Financial Services held its Smurfit Westrock (SW) position steady in Q4 2024 at 8 shares worth $0. The position accounts for ﹤0.01% of the portfolio, ranked #199.

HBC Financial Services first reported a position in SW in Q3 2024 and has held it in 2 quarters since. 603 funds tracked by Wall St. Rank hold SW as of Q4 2024.

HBC Financial Services held 8 shares of Smurfit Westrock worth $0 as of Q4 2024.
HBC Financial Services left its Smurfit Westrock share count unchanged in Q4 2024.
Smurfit Westrock made up ﹤0.01% of HBC Financial Services's portfolio in Q4 2024, its #199 holding.
HBC Financial Services first reported a position in Smurfit Westrock in Q3 2024 and has held it in 2 quarters since.
603 funds tracked by Wall St. Rank held Smurfit Westrock as of Q4 2024.

Based on HBC Financial Services's 13F filing for Q4 2024, filed 16 Jan 2025.