WG
SW

Winton Group’s Smurfit Westrock SW Stock Holding History

Winton Group’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
2026
Q1 		– Sell
-43,126
Closed -$1.67M – 1410
2025
Q4 		$1.67M Sell
43,126
-58,350
-58% -$2.22M 0.06% 328
2025
Q3 		$4.32M Buy
101,476
+23,769
+31% +$1.08M 0.16% 192
2025
Q2 		$3.35M Buy
77,707
+53,635
+223% +$2.29M 0.17% 167
2025
Q1 		$1.08M Buy
24,072
+567
+2% +$28.8K 0.07% 342
2024
Q4 		$1.27M Buy
23,505
+11,908
+103% +$607K 0.08% 202
2024
Q3 		$573K Buy
+11,597
New +$527K 0.04% 423

Other funds holding SW

BlackRock
BlackRock New York $5.7T 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
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
CCM
Causeway Capital Management Los Angeles, California $8.15B AUM 29.28% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return