Echo Street Capital Management’s WestRock Company WRK Stock Holding History

Echo Street Capital 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
2022 Q4	–	Sell	-20,928	Closed	-$646K	–	687
2022 Q3	$646K	Buy	20,928 +452	+2%	+$17.9K	0.01%	225
2022 Q2	$816K	Buy	+20,476	New	+$963K	0.01%	200
2021 Q2	–	Sell	-9,333	Closed	-$486K	–	721
2021 Q1	$486K	Buy	+9,333	New	+$436K	﹤0.01%	306

Other funds holding WRK

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

Greenhaven Associates Purchase, New York $6.07B AUM 11.2% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

PAMS

Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

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

Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return

Echo Street Capital Management's WRK Position: Q4 2022 in Review

Echo Street Capital Management sold out of WestRock Company (WRK) in Q4 2022, closing a stake of 20,928 shares — an estimated $646K sold.

Echo Street Capital Management first reported a position in WRK in Q1 2021 and held it in 3 quarters. The position peaked at $816K in Q2 2022. 603 funds tracked by Wall St. Rank hold WRK as of Q4 2022.

Echo Street Capital Management reported no remaining WestRock Company position as of Q4 2022 after selling out during the quarter.
Echo Street Capital Management sold 20,928 WestRock Company shares in Q4 2022, an estimated $646K.
Echo Street Capital Management first reported a position in WestRock Company in Q1 2021 and held it in 3 quarters.
Echo Street Capital Management's WestRock Company position peaked at $816K in Q2 2022.
603 funds tracked by Wall St. Rank held WestRock Company as of Q4 2022.

Based on Echo Street Capital Management's 13F filing for Q4 2022, filed 14 Feb 2023.