SIA
SW

Schechter Investment Advisors’s Smurfit Westrock SW Stock Holding History

Schechter Investment Advisors’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 		$300K Sell
6,654
-1,518
-19% -$77K 0.02% 475
2024
Q4 		$440K Buy
+8,172
New +$416K 0.03% 413

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

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

Schechter Investment Advisors reduced its Smurfit Westrock (SW) stake by 19% in Q1 2025, selling an estimated $77K and leaving 6,654 shares worth $300K. The position accounts for 0.02% of the portfolio, ranked #475.

Schechter Investment Advisors first reported a position in SW in Q4 2024 and has held it in 2 quarters since. The position peaked at $440K in Q4 2024. 595 funds tracked by Wall St. Rank hold SW as of Q1 2025.

  • Schechter Investment Advisors held 6,654 shares of Smurfit Westrock worth $300K as of Q1 2025.
  • Schechter Investment Advisors sold 1,518 Smurfit Westrock shares in Q1 2025, an estimated $77K.
  • Smurfit Westrock made up 0.02% of Schechter Investment Advisors's portfolio in Q1 2025, its #475 holding.
  • Schechter Investment Advisors first reported a position in Smurfit Westrock in Q4 2024 and has held it in 2 quarters since.
  • Schechter Investment Advisors's Smurfit Westrock position peaked at $440K in Q4 2024.
  • 595 funds tracked by Wall St. Rank held Smurfit Westrock as of Q1 2025.

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