YIH
SW

Y-Intercept (HK)’s Smurfit Westrock SW Stock Holding History

Y-Intercept (HK)’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
Q2 		$2.65M Sell
57,323
-103,522
-64% -$4.27M 0.05% 540
2026
Q1 		$6.41M Buy
+160,845
New +$6.94M 0.12% 237
2025
Q4 		– Sell
-8,497
Closed -$362K – 2066
2025
Q3 		$362K Sell
8,497
-21,538
-72% -$975K 0.01% 1332
2025
Q2 		$1.3M Sell
30,035
-950
-3% -$40.6K 0.03% 814
2025
Q1 		$1.4M Buy
+30,985
New +$1.57M 0.09% 285
2024
Q4 		– Sell
-18,406
Closed -$910K – 1759
2024
Q3 		$910K Buy
+18,406
New +$837K 0.06% 488

Other funds holding SW

TSAM
Trinity Street Asset Management London, United Kingdom $1.94B AUM 26.52% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
KL
KWMG LLC Overland Park, Kansas $1.38B AUM 33.35% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
SCA
Sage Capital Advisors Sioux Falls, South Dakota $481M AUM 34.73% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return
FIM
Fruth Investment Management Houston, Texas $421M AUM 35.14% 1-Year Est. Return
IRC
Investors Research Corp Atlanta, Georgia $559M AUM 21.55% 1-Year Est. Return
LWAM
Legacy Wealth Asset Management Woodbury, Minnesota $456M AUM 35.19% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $77B AUM 50.57% 1-Year Est. Return