Ingalls & Snyder LLC’s Smurfit Westrock SW Stock Holding History

Ingalls & Snyder LLC’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	–	Sell	-4,968	Closed	-$246K	–	477
2024 Q3	$246K	Buy	+4,968	New	+$226K	0.01%	392

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

Ingalls & Snyder LLC's SW Position: Q4 2024 in Review

Ingalls & Snyder LLC sold out of Smurfit Westrock (SW) in Q4 2024, closing a stake of 4,968 shares — an estimated $246K sold.

Ingalls & Snyder LLC first reported a position in SW in Q3 2024 and held it in 1 quarter. The position peaked at $246K in Q3 2024. 603 funds tracked by Wall St. Rank hold SW as of Q4 2024.

Ingalls & Snyder LLC reported no remaining Smurfit Westrock position as of Q4 2024 after selling out during the quarter.
Ingalls & Snyder LLC sold 4,968 Smurfit Westrock shares in Q4 2024, an estimated $246K.
Ingalls & Snyder LLC first reported a position in Smurfit Westrock in Q3 2024 and held it in 1 quarter.
Ingalls & Snyder LLC's Smurfit Westrock position peaked at $246K in Q3 2024.
603 funds tracked by Wall St. Rank held Smurfit Westrock as of Q4 2024.

Based on Ingalls & Snyder LLC's 13F filing for Q4 2024, filed 29 Jan 2025.