Chicago Capital’s WestRock Company WRK Stock Holding History

Chicago Capital’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
2024 Q3	–	Sell	-7,075	Closed	-$356K	–	330
2024 Q2	$356K	Hold	7,075	–	–	0.01%	252
2024 Q1	$350K	Hold	7,075	–	–	0.01%	240
2023 Q4	$294K	Hold	7,075	–	–	0.01%	240
2023 Q3	$253K	Hold	7,075	–	–	0.01%	201
2023 Q2	$206K	Buy	+7,075	New	+$205K	0.01%	220

Other funds holding WRK

DekaBank Deutsche Girozentrale Frankfurt, Germany $60.6B AUM 23.27% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Ethic Inc New York $6.39B AUM 29.64% 1-Year Est. Return

ASN

Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return

BTI

Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

HNB

Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

Chicago Capital's WRK Position: Q3 2024 in Review

Chicago Capital sold out of WestRock Company (WRK) in Q3 2024, closing a stake of 7,075 shares — an estimated $356K sold.

Chicago Capital first reported a position in WRK in Q2 2023 and held it in 5 quarters. The position peaked at $356K in Q2 2024. 6 funds tracked by Wall St. Rank hold WRK as of Q3 2024.

Chicago Capital reported no remaining WestRock Company position as of Q3 2024 after selling out during the quarter.
Chicago Capital sold 7,075 WestRock Company shares in Q3 2024, an estimated $356K.
Chicago Capital first reported a position in WestRock Company in Q2 2023 and held it in 5 quarters.
Chicago Capital's WestRock Company position peaked at $356K in Q2 2024.
6 funds tracked by Wall St. Rank held WestRock Company as of Q3 2024.

Based on Chicago Capital's 13F filing for Q3 2024, filed 18 Oct 2024.