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Montag & Associates’s Sylvamo SLVM Stock Holding History

Montag & Associates’s Portfolio SLVM Stock Details SLVM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-8
Closed -$401 – 1150
2025
Q2 		$401 Hold
8
– – ﹤0.01% 940
2025
Q1 		$537 Hold
8
– – ﹤0.01% 982
2024
Q4 		$633 Hold
8
– – ﹤0.01% 977
2024
Q3 		$687 Sell
8
-8
-50% -$597 ﹤0.01% 1002
2024
Q2 		$1.1K Hold
16
– – ﹤0.01% 925
2024
Q1 		$988 Sell
16
-2
-11% -$107 ﹤0.01% 928
2023
Q4 		$884 Hold
18
– – ﹤0.01% 887
2023
Q3 		$791 Hold
18
– – ﹤0.01% 877
2023
Q2 		$729 Hold
18
– – ﹤0.01% 900
2023
Q1 		$833 Hold
18
– – ﹤0.01% 898
2022
Q4 		$875 Hold
18
– – ﹤0.01% 909
2022
Q3 		$1K Hold
18
– – ﹤0.01% 850
2022
Q2 		$1K Hold
18
– – ﹤0.01% 812
2022
Q1 		$1K Hold
18
– – ﹤0.01% 828
2021
Q4 		$1K Buy
+18
New +$524 ﹤0.01% 846

Other funds holding SLVM

AF
Atlas FRM Greenwich, Connecticut $2.33B AUM 3.68% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Nomura Holdings
Nomura Holdings Tokyo, Japan $85.4B AUM 91.09% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Royal London Asset Management
Royal London Asset Management United Kingdom $54.3B AUM 39.21% 1-Year Est. Return

Montag & Associates's SLVM Position: Q3 2025 in Review

Montag & Associates sold out of Sylvamo (SLVM) in Q3 2025, closing a stake of 8 shares — an estimated $401 sold.

Montag & Associates first reported a position in SLVM in Q4 2021 and held it in 15 quarters. The position peaked at $1.1K in Q2 2024. 346 funds tracked by Wall St. Rank hold SLVM as of Q3 2025.

  • Montag & Associates reported no remaining Sylvamo position as of Q3 2025 after selling out during the quarter.
  • Montag & Associates sold 8 Sylvamo shares in Q3 2025, an estimated $401.
  • Montag & Associates first reported a position in Sylvamo in Q4 2021 and held it in 15 quarters.
  • Montag & Associates's Sylvamo position peaked at $1.1K in Q2 2024.
  • 346 funds tracked by Wall St. Rank held Sylvamo as of Q3 2025.

Based on Montag & Associates's 13F filing for Q3 2025, filed 12 Nov 2025.