SSB
SW

Sandy Spring Bank’s Smurfit Westrock SW Stock Holding History

Sandy Spring Bank’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
Q1 		$10.6K Hold
235
– – ﹤0.01% 828
2024
Q4 		$12.7K Hold
235
– – ﹤0.01% 827
2024
Q3 		$11.6K Buy
+235
New +$10.7K ﹤0.01% 835

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
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 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

Sandy Spring Bank's SW Position: Q1 2025 in Review

Sandy Spring Bank held its Smurfit Westrock (SW) position steady in Q1 2025 at 235 shares worth $10.6K. The position accounts for ﹤0.01% of the portfolio, ranked #828.

Sandy Spring Bank first reported a position in SW in Q3 2024 and has held it in 3 quarters since. The position peaked at $12.7K in Q4 2024. 596 funds tracked by Wall St. Rank hold SW as of Q1 2025.

  • Sandy Spring Bank held 235 shares of Smurfit Westrock worth $10.6K as of Q1 2025.
  • Sandy Spring Bank left its Smurfit Westrock share count unchanged in Q1 2025.
  • Smurfit Westrock made up ﹤0.01% of Sandy Spring Bank's portfolio in Q1 2025, its #828 holding.
  • Sandy Spring Bank first reported a position in Smurfit Westrock in Q3 2024 and has held it in 3 quarters since.
  • Sandy Spring Bank's Smurfit Westrock position peaked at $12.7K in Q4 2024.
  • 596 funds tracked by Wall St. Rank held Smurfit Westrock as of Q1 2025.

Based on Sandy Spring Bank's 13F filing for Q1 2025, filed 12 May 2025.