Amica Retiree Medical Trust’s WestRock Company WRK Stock Holding History

Amica Retiree Medical Trust’s Portfolio WRK Stock Details WRK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q1	–	Sell	-9,006	Closed	-$386K	–	315
2019 Q4	$386K	Hold	9,006	–	–	0.3%	91
2019 Q3	$328K	Buy	9,006 +1,112	+14%	+$39.7K	0.26%	114
2019 Q2	$288K	Buy	7,894 +3,326	+73%	+$122K	0.24%	113
2019 Q1	$175K	Buy	4,568 +3,179	+229%	+$124K	0.15%	194
2018 Q4	$52K	Hold	1,389	–	–	0.05%	304
2018 Q3	$74K	Hold	1,389	–	–	0.06%	279
2018 Q2	$79K	Hold	1,389	–	–	0.07%	272
2018 Q1	$89K	Hold	1,389	–	–	0.08%	271
2017 Q4	$88K	Hold	1,389	–	–	0.07%	285
2017 Q3	$79K	Buy	+1,389	New	+$79.3K	0.06%	296
2016 Q1	–	Sell	-3,575	Closed	-$147K	–	436
2015 Q4	$147K	Hold	3,575	–	–	0.13%	196
2015 Q3	$166K	Buy	+3,575	New	+$192K	0.15%	177

Other funds holding WRK

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return

Amica Retiree Medical Trust's WRK Position: Q1 2020 in Review

Amica Retiree Medical Trust sold out of WestRock Company (WRK) in Q1 2020, closing a stake of 9,006 shares — an estimated $386K sold.

Amica Retiree Medical Trust first reported a position in WRK in Q3 2015 and held it in 12 quarters. The position peaked at $386K in Q4 2019. 554 funds tracked by Wall St. Rank hold WRK as of Q1 2020.

Amica Retiree Medical Trust reported no remaining WestRock Company position as of Q1 2020 after selling out during the quarter.
Amica Retiree Medical Trust sold 9,006 WestRock Company shares in Q1 2020, an estimated $386K.
Amica Retiree Medical Trust first reported a position in WestRock Company in Q3 2015 and held it in 12 quarters.
Amica Retiree Medical Trust's WestRock Company position peaked at $386K in Q4 2019.
554 funds tracked by Wall St. Rank held WestRock Company as of Q1 2020.

Based on Amica Retiree Medical Trust's 13F filing for Q1 2020, filed 13 May 2020.