CGH
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Crossmark Global Holdings’s Westlake Corp WLK Stock Holding History

Crossmark Global Holdings’s Portfolio WLK Stock Details WLK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-2,712
Closed -$206K – 1355
2025
Q2 		$206K Sell
2,712
-19
-0.7% -$1.55K ﹤0.01% 1263
2025
Q1 		$273K Buy
2,731
+23
+0.8% +$2.55K ﹤0.01% 1131
2024
Q4 		$310K Sell
2,708
-190
-7% -$24.7K 0.01% 1035
2024
Q3 		$436K Buy
2,898
+643
+29% +$92.5K 0.01% 925
2024
Q2 		$326K Sell
2,255
-423
-16% -$65K 0.01% 1025
2024
Q1 		$409K Buy
2,678
+74
+3% +$10.4K 0.01% 957
2023
Q4 		$364K Sell
2,604
-1,272
-33% -$161K 0.01% 975
2023
Q3 		$492K Sell
3,876
-394
-9% -$50.6K 0.01% 826
2023
Q2 		$585K Buy
4,270
+899
+27% +$103K 0.01% 785
2023
Q1 		$391K Buy
3,371
+449
+15% +$51.8K 0.01% 925
2022
Q4 		$299K Sell
2,922
-3,551
-55% -$358K 0.01% 1019
2022
Q3 		$562K Sell
6,473
-147
-2% -$14.1K 0.02% 727
2022
Q2 		$649K Buy
6,620
+630
+11% +$77.2K 0.02% 701
2022
Q1 		$740K Buy
5,990
+940
+19% +$102K 0.02% 740
2021
Q4 		$491K Buy
+5,050
New +$492K 0.01% 902
2018
Q3 		– Sell
-1,986
Closed -$214K – 1606
2018
Q2 		$214K Sell
1,986
-160
-7% -$17.9K 0.01% 1510
2018
Q1 		$239K Buy
+2,146
New +$239K 0.01% 1416

Other funds holding WLK

OAG
Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return
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
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BIP
Brandes Investment Partners La Jolla, California $14.1B AUM 25.52% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return