Arden Trust’s WestRock Company WRK Stock Holding History

Arden 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 Q2	–	Sell	-1,611	Closed	-$46K	–	780
2020 Q1	$46K	Buy	+1,611	New	+$57.9K	0.01%	477

Other funds holding WRK

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

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

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

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

Arden Trust's WRK Position: Q2 2020 in Review

Arden Trust sold out of WestRock Company (WRK) in Q2 2020, closing a stake of 1,611 shares — an estimated $46K sold.

Arden Trust first reported a position in WRK in Q1 2020 and held it in 1 quarter. The position peaked at $46K in Q1 2020. 540 funds tracked by Wall St. Rank hold WRK as of Q2 2020.

Arden Trust reported no remaining WestRock Company position as of Q2 2020 after selling out during the quarter.
Arden Trust sold 1,611 WestRock Company shares in Q2 2020, an estimated $46K.
Arden Trust first reported a position in WestRock Company in Q1 2020 and held it in 1 quarter.
Arden Trust's WestRock Company position peaked at $46K in Q1 2020.
540 funds tracked by Wall St. Rank held WestRock Company as of Q2 2020.

Based on Arden Trust's 13F filing for Q2 2020, filed 9 Jul 2020.