BCMO
WRK

Buckingham Capital Management (Ohio)’s WestRock Company WRK Stock Holding History

Buckingham Capital Management (Ohio)’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
2018
Q2 		– Sell
-3,274
Closed -$210K – 145
2018
Q1 		$210K Hold
3,274
– – 0.04% 138
2017
Q4 		$207K Buy
+3,274
New +$199K 0.04% 141

Other funds holding WRK

Vanguard Group
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Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
LCM
Lakewood Capital Management New York $1.58B AUM 0.92% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Buckingham Capital Management (Ohio)'s WRK Position: Q2 2018 in Review

Buckingham Capital Management (Ohio) sold out of WestRock Company (WRK) in Q2 2018, closing a stake of 3,274 shares — an estimated $210K sold.

Buckingham Capital Management (Ohio) first reported a position in WRK in Q4 2017 and held it in 2 quarters. The position peaked at $210K in Q1 2018. 625 funds tracked by Wall St. Rank hold WRK as of Q2 2018.

  • Buckingham Capital Management (Ohio) reported no remaining WestRock Company position as of Q2 2018 after selling out during the quarter.
  • Buckingham Capital Management (Ohio) sold 3,274 WestRock Company shares in Q2 2018, an estimated $210K.
  • Buckingham Capital Management (Ohio) first reported a position in WestRock Company in Q4 2017 and held it in 2 quarters.
  • Buckingham Capital Management (Ohio)'s WestRock Company position peaked at $210K in Q1 2018.
  • 625 funds tracked by Wall St. Rank held WestRock Company as of Q2 2018.

Based on Buckingham Capital Management (Ohio)'s 13F filing for Q2 2018, filed 10 Aug 2018.