E. Ohman J:or Asset Management’s WestRock Company WRK Stock Holding History

E. Ohman J:or Asset Management’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	-20,416	Closed	-$1.03M	–	430
2024 Q2	$1.03M	Buy	20,416 +11,000	+117%	+$555K	0.03%	251
2024 Q1	$466K	Hold	9,416	–	–	0.01%	358
2023 Q4	$391K	Sell	9,416 -3,600	-28%	-$138K	0.01%	368
2023 Q3	$466K	Hold	13,016	–	–	0.02%	358
2023 Q2	$378K	Hold	13,016	–	–	0.01%	391
2023 Q1	$397K	Hold	13,016	–	–	0.02%	383
2022 Q4	$458K	Hold	13,016	–	–	0.02%	352
2022 Q3	$402K	Hold	13,016	–	–	0.02%	367
2022 Q2	$519K	Hold	13,016	–	–	0.02%	347
2022 Q1	$612K	Hold	13,016	–	–	0.02%	357
2021 Q4	$577K	Hold	13,016	–	–	0.02%	391
2021 Q3	$649K	Hold	13,016	–	–	0.02%	364
2021 Q2	$693K	Hold	13,016	–	–	0.02%	360
2021 Q1	$677K	Hold	13,016	–	–	0.02%	322
2020 Q4	$567K	Buy	13,016 +5,000	+62%	+$206K	0.02%	314
2020 Q3	$278K	Hold	8,016	–	–	0.01%	363
2020 Q2	$227K	Hold	8,016	–	–	0.01%	384
2020 Q1	$227K	Sell	8,016 -6,100	-43%	-$219K	0.02%	344
2019 Q4	$606K	Buy	+14,116	New	+$550K	0.03%	270
2019 Q2	–	Sell	-5,639	Closed	-$216K	–	396
2019 Q1	$216K	Sell	5,639 -2,600	-32%	-$102K	0.01%	346
2018 Q4	$311K	Hold	8,239	–	–	0.02%	304
2018 Q3	$440K	Hold	8,239	–	–	0.03%	268
2018 Q2	$470K	Buy	8,239 +2,200	+36%	+$135K	0.03%	262
2018 Q1	$388K	Hold	6,039	–	–	0.03%	304
2017 Q4	$382K	Hold	6,039	–	–	0.03%	327
2017 Q3	$343K	Hold	6,039	–	–	0.03%	323
2017 Q2	$342K	Hold	6,039	–	–	0.03%	319
2017 Q1	$314K	Hold	6,039	–	–	0.04%	329
2016 Q4	$307K	Hold	6,039	–	–	0.04%	305
2016 Q3	$293K	Hold	6,039	–	–	0.04%	293
2016 Q2	$235K	Sell	6,039 -664	-10%	-$24.9K	0.04%	318
2016 Q1	$236K	Hold	6,703	–	–	0.04%	296
2015 Q4	$275K	Hold	6,703	–	–	0.05%	269
2015 Q3	$311K	Buy	+6,703	New	+$359K	0.08%	227

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 $8.02B AUM 45.39% 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

E. Ohman J:or Asset Management's WRK Position: Q3 2024 in Review

E. Ohman J:or Asset Management sold out of WestRock Company (WRK) in Q3 2024, closing a stake of 20,416 shares — an estimated $1.03M sold.

E. Ohman J:or Asset Management first reported a position in WRK in Q3 2015 and held it in 34 quarters. The position peaked at $1.03M in Q2 2024. 6 funds tracked by Wall St. Rank hold WRK as of Q3 2024.

E. Ohman J:or Asset Management reported no remaining WestRock Company position as of Q3 2024 after selling out during the quarter.
E. Ohman J:or Asset Management sold 20,416 WestRock Company shares in Q3 2024, an estimated $1.03M.
E. Ohman J:or Asset Management first reported a position in WestRock Company in Q3 2015 and held it in 34 quarters.
E. Ohman J:or Asset Management's WestRock Company position peaked at $1.03M in Q2 2024.
6 funds tracked by Wall St. Rank held WestRock Company as of Q3 2024.

Based on E. Ohman J:or Asset Management's 13F filing for Q3 2024, filed 23 Oct 2024.