AIM
WRK

Artemis Investment Management’s WestRock Company WRK Stock Holding History

Artemis Investment Management’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
Q3 		– Sell
-129,389
Closed -$3.66M – 282
2020
Q2 		$3.66M Buy
129,389
+9,389
+8% +$267K 0.05% 225
2020
Q1 		$3.4K Buy
120,000
+13,296
+12% +$478K 0.01% 195
2019
Q4 		$4.58M Buy
+106,704
New +$4.16M 0.06% 200

Other funds holding WRK

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Artemis Investment Management's WRK Position: Q3 2020 in Review

Artemis Investment Management sold out of WestRock Company (WRK) in Q3 2020, closing a stake of 129,389 shares — an estimated $3.66M sold.

Artemis Investment Management first reported a position in WRK in Q4 2019 and held it in 3 quarters. The position peaked at $4.58M in Q4 2019. 539 funds tracked by Wall St. Rank hold WRK as of Q3 2020.

  • Artemis Investment Management reported no remaining WestRock Company position as of Q3 2020 after selling out during the quarter.
  • Artemis Investment Management sold 129,389 WestRock Company shares in Q3 2020, an estimated $3.66M.
  • Artemis Investment Management first reported a position in WestRock Company in Q4 2019 and held it in 3 quarters.
  • Artemis Investment Management's WestRock Company position peaked at $4.58M in Q4 2019.
  • 539 funds tracked by Wall St. Rank held WestRock Company as of Q3 2020.

Based on Artemis Investment Management's 13F filing for Q3 2020, filed 29 Oct 2020.