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Schechter Investment Advisors’s Packaging Corp of America PKG Stock Holding History

Schechter Investment Advisors’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
-1,284
Closed -$289K – 676
2024
Q4 		$289K Buy
1,284
+148
+13% +$34.2K 0.02% 500
2024
Q3 		$245K Sell
1,136
-1
-0.1% -$199 0.02% 542
2024
Q2 		$207K Buy
1,137
+37
+3% +$6.73K 0.02% 557
2024
Q1 		$209K Buy
+1,100
New +$191K 0.02% 578

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

Schechter Investment Advisors's PKG Position: Q1 2025 in Review

Schechter Investment Advisors sold out of Packaging Corp of America (PKG) in Q1 2025, closing a stake of 1,284 shares — an estimated $289K sold.

Schechter Investment Advisors first reported a position in PKG in Q1 2024 and held it in 4 quarters. The position peaked at $289K in Q4 2024. 856 funds tracked by Wall St. Rank hold PKG as of Q1 2025.

  • Schechter Investment Advisors reported no remaining Packaging Corp of America position as of Q1 2025 after selling out during the quarter.
  • Schechter Investment Advisors sold 1,284 Packaging Corp of America shares in Q1 2025, an estimated $289K.
  • Schechter Investment Advisors first reported a position in Packaging Corp of America in Q1 2024 and held it in 4 quarters.
  • Schechter Investment Advisors's Packaging Corp of America position peaked at $289K in Q4 2024.
  • 856 funds tracked by Wall St. Rank held Packaging Corp of America as of Q1 2025.

Based on Schechter Investment Advisors's 13F filing for Q1 2025, filed 1 May 2025.