Convergence Investment Partners’s WestRock Company WRK Stock Holding History

Convergence Investment Partners’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
2021 Q1	–	Sell	-3,583	Closed	-$156K	–	283
2020 Q4	$156K	Buy	+3,583	New	+$148K	0.08%	204
2019 Q1	–	Sell	-33,725	Closed	-$1.27M	–	384
2018 Q4	$1.27M	Buy	+33,725	New	+$1.49M	0.29%	125
2018 Q3	–	Sell	-61,870	Closed	-$3.53M	–	371
2018 Q2	$3.53M	Sell	61,870 -559	-0.9%	-$34.3K	0.49%	76
2018 Q1	$4.01M	Buy	62,429 +37,576	+151%	+$2.48M	0.52%	55
2017 Q4	$1.57M	Buy	+24,853	New	+$1.51M	0.21%	176

Other funds holding WRK

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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

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

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

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

Norges Bank Oslo, Norway $935B AUM

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

PAMU

Pictet Asset Management (UK) London, United Kingdom $91.8B AUM 47.77% 1-Year Est. Return

Convergence Investment Partners's WRK Position: Q1 2021 in Review

Convergence Investment Partners sold out of WestRock Company (WRK) in Q1 2021, closing a stake of 3,583 shares — an estimated $156K sold.

Convergence Investment Partners first reported a position in WRK in Q4 2017 and held it in 5 quarters. The position peaked at $4.01M in Q1 2018. 588 funds tracked by Wall St. Rank hold WRK as of Q1 2021.

Convergence Investment Partners reported no remaining WestRock Company position as of Q1 2021 after selling out during the quarter.
Convergence Investment Partners sold 3,583 WestRock Company shares in Q1 2021, an estimated $156K.
Convergence Investment Partners first reported a position in WestRock Company in Q4 2017 and held it in 5 quarters.
Convergence Investment Partners's WestRock Company position peaked at $4.01M in Q1 2018.
588 funds tracked by Wall St. Rank held WestRock Company as of Q1 2021.

Based on Convergence Investment Partners's 13F filing for Q1 2021, filed 30 Apr 2021.