JCA
SW

Jade Capital Advisors’s Smurfit Westrock SW Stock Holding History

Jade Capital 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
2024
Q3 		$3.21M Buy
+65,000
New +$2.96M 2.02% 15

Other funds holding SW

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
PCH
Polar Capital Holdings London, United Kingdom $28.2B AUM 115.26% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Jade Capital Advisors's SW Position: Q3 2024 in Review

Jade Capital Advisors opened a new position in Smurfit Westrock (SW) in Q3 2024: 65,000 shares worth $3.21M. The stake represents 2.02% of the portfolio and ranks #15 among its holdings.

502 funds tracked by Wall St. Rank hold SW as of Q3 2024.

  • Jade Capital Advisors held 65,000 shares of Smurfit Westrock worth $3.21M as of Q3 2024.
  • Smurfit Westrock was a new Jade Capital Advisors position in Q3 2024.
  • Smurfit Westrock made up 2.02% of Jade Capital Advisors's portfolio in Q3 2024, its #15 holding.
  • 502 funds tracked by Wall St. Rank held Smurfit Westrock as of Q3 2024.

Based on Jade Capital Advisors's 13F filing for Q3 2024, filed 21 Oct 2024.