Capital World Investors
WRK

Capital World Investors’s WestRock Company WRK Stock Holding History

Capital World Investors’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
Q4 		– Sell
-4,000,000
Closed -$139M – 584
2020
Q3 		$139M Hold
4,000,000
– – 0.03% 301
2020
Q2 		$113M Sell
4,000,000
-7,012,502
-64% -$199M 0.03% 300
2020
Q1 		$311M Sell
11,012,502
-1,196,832
-10% -$43M 0.09% 188
2019
Q4 		$524M Sell
12,209,334
-5,663,283
-32% -$221M 0.12% 169
2019
Q3 		$651M Sell
17,872,617
-4,453,160
-20% -$159M 0.16% 138
2019
Q2 		$814M Buy
22,325,777
+886,203
+4% +$32.6M 0.19% 124
2019
Q1 		$822M Sell
21,439,574
-5,933,804
-22% -$232M 0.2% 119
2018
Q4 		$1.03B Buy
27,373,378
+1,993,024
+8% +$87.9M 0.28% 95
2018
Q3 		$1.36B Buy
25,380,354
+949,500
+4% +$53.2M 0.33% 86
2018
Q2 		$1.39B Sell
24,430,854
-29,948
-0.1% -$1.84M 0.3% 88
2018
Q1 		$1.57B Buy
24,460,802
+1,250,000
+5% +$82.6M 0.35% 81
2017
Q4 		$1.47B Buy
23,210,802
+5,652,000
+32% +$343M 0.32% 82
2017
Q3 		$996M Buy
17,558,802
+957,014
+6% +$54.6M 0.23% 106
2017
Q2 		$941M Buy
16,601,788
+10,400
+0.1% +$564K 0.22% 104
2017
Q1 		$863M Hold
16,591,388
– – 0.21% 105
2016
Q4 		$842M Buy
16,591,388
+4,840,664
+41% +$238M 0.21% 113
2016
Q3 		$570M Buy
11,750,724
+1,395,000
+13% +$62.3M 0.15% 135
2016
Q2 		$403M Buy
10,355,724
+1,653,304
+19% +$62M 0.11% 167
2016
Q1 		$306M Buy
8,702,420
+1,664,850
+24% +$54.2M 0.08% 188
2015
Q4 		$289M Sell
7,037,570
-56,959
-0.8% -$2.59M 0.08% 199
2015
Q3 		$329M Buy
+7,094,529
New +$380M 0.1% 188

Other funds holding WRK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $46.3B AUM 43.9% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital World Investors's WRK Position: Q4 2020 in Review

Capital World Investors sold out of WestRock Company (WRK) in Q4 2020, closing a stake of 4,000,000 shares — an estimated $139M sold.

Capital World Investors first reported a position in WRK in Q3 2015 and held it in 21 quarters. The position peaked at $1.57B in Q1 2018. 602 funds tracked by Wall St. Rank hold WRK as of Q4 2020.

  • Capital World Investors reported no remaining WestRock Company position as of Q4 2020 after selling out during the quarter.
  • Capital World Investors sold 4,000,000 WestRock Company shares in Q4 2020, an estimated $139M.
  • Capital World Investors first reported a position in WestRock Company in Q3 2015 and held it in 21 quarters.
  • Capital World Investors's WestRock Company position peaked at $1.57B in Q1 2018.
  • 602 funds tracked by Wall St. Rank held WestRock Company as of Q4 2020.

Based on Capital World Investors's 13F filing for Q4 2020, filed 12 Feb 2021.