MidCap Value Fund I SW Holdings History
MidCap Value Fund I's Smurfit WestRock PLC Holding Summary
As of 2025-04-30, PRINCIPAL FUNDS INC held 15,289.00 shares of Smurfit WestRock PLC(SW), totaling $642,440.00. This investment constitutes 0.03% of their stock portfolio, and PRINCIPAL FUNDS INC now holds 0% of the outstanding Smurfit WestRock PLC(SW) stock.
The initial trade took place in 2024Q3. And since then MidCap Value Fund I has made 3 purchases of SW, at an average price of $53.24, for a total of 429,903.00 shares. In addition, there have been 1 sales at an average price of $46.85 for 414,614.00 shares. Based on historical transaction data and SW's current price of $45.87, MidCap Value Fund I's estimated gain on his SW holdings is $-2.76 Mil, reflecting a -12.08% gain to date.
MidCap Value Fund I SW ($45.87) Holding Chart
MidCap Value Fund I SW ($45.87) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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