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Patrick M. Sweeney & Associates’s Packaging Corp of America PKG Stock Holding History

Patrick M. Sweeney & Associates’s Portfolio PKG Stock Details PKG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-900
Closed -$203K – 150
2024
Q4 		$203K Sell
900
-85
-9% -$19.7K 0.15% 147
2024
Q3 		$212K Buy
+985
New +$196K 0.16% 145

Other funds holding PKG

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Patrick M. Sweeney & Associates's PKG Position: Q1 2025 in Review

Patrick M. Sweeney & Associates sold out of Packaging Corp of America (PKG) in Q1 2025, closing a stake of 900 shares — an estimated $203K sold.

Patrick M. Sweeney & Associates first reported a position in PKG in Q3 2024 and held it in 2 quarters. The position peaked at $212K in Q3 2024. 855 funds tracked by Wall St. Rank hold PKG as of Q1 2025.

  • Patrick M. Sweeney & Associates reported no remaining Packaging Corp of America position as of Q1 2025 after selling out during the quarter.
  • Patrick M. Sweeney & Associates sold 900 Packaging Corp of America shares in Q1 2025, an estimated $203K.
  • Patrick M. Sweeney & Associates first reported a position in Packaging Corp of America in Q3 2024 and held it in 2 quarters.
  • Patrick M. Sweeney & Associates's Packaging Corp of America position peaked at $212K in Q3 2024.
  • 855 funds tracked by Wall St. Rank held Packaging Corp of America as of Q1 2025.

Based on Patrick M. Sweeney & Associates's 13F filing for Q1 2025, filed 14 Apr 2025.