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

Atlas FRM Greenwich, Connecticut $1.53B AUM 14.94% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Nomura Holdings

Nomura Holdings Tokyo, Japan $37.7B AUM 34.44% 1-Year Est. Return

LSV Asset Management

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

American Century Companies

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

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 $47.7B AUM 29.41% 1-Year Est. Return