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AJO LP’s Westlake Corp WLK Stock Holding History

AJO LP’s Portfolio WLK Stock Details WLK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q2 		– Sell
-32,989
Closed -$3.67M – 721
2018
Q1 		$3.67M Sell
32,989
-103,036
-76% -$11.5M 0.02% 382
2017
Q4 		$14.5M Buy
+136,025
New +$12.6M 0.06% 207
2014
Q4 		– Sell
-15,000
Closed -$1.3M – 488
2014
Q3 		$1.3M Sell
15,000
-136,800
-90% -$12.4M 0.01% 332
2014
Q2 		$12.7M Sell
151,800
-171,000
-53% -$12.8M 0.05% 188
2014
Q1 		$21.4M Sell
322,800
-373,340
-54% -$23.7M 0.09% 122
2013
Q4 		$42.5M Buy
696,140
+662,740
+1,984% +$37.2M 0.19% 112
2013
Q3 		$1.75M Buy
+33,400
New +$1.7M 0.01% 372

Other funds holding WLK

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
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
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

AJO LP's WLK Position: Q2 2018 in Review

AJO LP sold out of Westlake Corp (WLK) in Q2 2018, closing a stake of 32,989 shares — an estimated $3.67M sold.

AJO LP first reported a position in WLK in Q3 2013 and held it in 7 quarters. The position peaked at $42.5M in Q4 2013. 328 funds tracked by Wall St. Rank hold WLK as of Q2 2018.

  • AJO LP reported no remaining Westlake Corp position as of Q2 2018 after selling out during the quarter.
  • AJO LP sold 32,989 Westlake Corp shares in Q2 2018, an estimated $3.67M.
  • AJO LP first reported a position in Westlake Corp in Q3 2013 and held it in 7 quarters.
  • AJO LP's Westlake Corp position peaked at $42.5M in Q4 2013.
  • 328 funds tracked by Wall St. Rank held Westlake Corp as of Q2 2018.

Based on AJO LP's 13F filing for Q2 2018, filed 13 Aug 2018.