OQS
SW

Occudo Quantitative Strategies’s Smurfit Westrock SW Stock Holding History

Occudo Quantitative Strategies’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
2025
Q2 		– Sell
-30,040
Closed -$1.34M – 942
2025
Q1 		$1.34M Buy
+30,040
New +$1.52M 0.18% 164

Other funds holding SW

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Occudo Quantitative Strategies's SW Position: Q2 2025 in Review

Occudo Quantitative Strategies sold out of Smurfit Westrock (SW) in Q2 2025, closing a stake of 30,040 shares — an estimated $1.34M sold.

Occudo Quantitative Strategies first reported a position in SW in Q1 2025 and held it in 1 quarter. The position peaked at $1.34M in Q1 2025. 575 funds tracked by Wall St. Rank hold SW as of Q2 2025.

  • Occudo Quantitative Strategies reported no remaining Smurfit Westrock position as of Q2 2025 after selling out during the quarter.
  • Occudo Quantitative Strategies sold 30,040 Smurfit Westrock shares in Q2 2025, an estimated $1.34M.
  • Occudo Quantitative Strategies first reported a position in Smurfit Westrock in Q1 2025 and held it in 1 quarter.
  • Occudo Quantitative Strategies's Smurfit Westrock position peaked at $1.34M in Q1 2025.
  • 575 funds tracked by Wall St. Rank held Smurfit Westrock as of Q2 2025.

Based on Occudo Quantitative Strategies's 13F filing for Q2 2025, filed 14 Aug 2025.