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Empirical Finance’s Westlake Corp WLK Stock Holding History

Empirical Finance’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
2023
Q4 		– Sell
-4,447
Closed -$554K – 531
2023
Q3 		$554K Hold
4,447
– – 0.04% 355
2023
Q2 		$531K Sell
4,447
-3,503
-44% -$401K 0.04% 349
2023
Q1 		$922K Hold
7,950
– – 0.09% 228
2022
Q4 		$815K Buy
7,950
+62
+0.8% +$6.25K 0.08% 237
2022
Q3 		$685K Sell
7,888
-821
-9% -$78.7K 0.08% 239
2022
Q2 		$854K Buy
8,709
+3,515
+68% +$430K 0.11% 178
2022
Q1 		$641K Hold
5,194
– – 0.07% 249
2021
Q4 		$504K Sell
5,194
-1,616
-24% -$158K 0.06% 296
2021
Q3 		$621K Buy
+6,810
New +$583K 0.09% 208
2020
Q1 		– Sell
-13,196
Closed -$926K – 242
2019
Q4 		$926K Buy
13,196
+157
+1% +$10.5K 0.23% 107
2019
Q3 		$854K Hold
13,039
– – 0.24% 91
2019
Q2 		$906K Buy
13,039
+69
+0.5% +$4.59K 0.25% 83
2019
Q1 		$880K Buy
12,970
+1,915
+17% +$139K 0.22% 95
2018
Q4 		$732K Sell
11,055
-5,321
-32% -$385K 0.22% 95
2018
Q3 		$1.36M Buy
+16,376
New +$1.6M 0.34% 73
2018
Q2 		– Sell
-12,970
Closed -$880K – 203
2018
Q1 		$880K Buy
+12,970
New +$1.44M 0.22% 95
2017
Q3 		– Sell
-19,577
Closed -$1.3M – 160
2017
Q2 		$1.3M Hold
19,577
– – 0.5% 48
2017
Q1 		$1.29M Sell
19,577
-1,659
-8% -$105K 0.6% 34
2016
Q4 		$1.19M Buy
+21,236
New +$1.16M 0.8% 25

Other funds holding WLK

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $29.1B AUM 60.8% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $39.3B AUM 27.96% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
SCP
Soroban Capital Partners New York $47.8B AUM 11.8% 1-Year Est. Return

Empirical Finance's WLK Position: Q4 2023 in Review

Empirical Finance sold out of Westlake Corp (WLK) in Q4 2023, closing a stake of 4,447 shares — an estimated $554K sold.

Empirical Finance first reported a position in WLK in Q4 2016 and held it in 19 quarters. The position peaked at $1.36M in Q3 2018. 357 funds tracked by Wall St. Rank hold WLK as of Q4 2023.

  • Empirical Finance reported no remaining Westlake Corp position as of Q4 2023 after selling out during the quarter.
  • Empirical Finance sold 4,447 Westlake Corp shares in Q4 2023, an estimated $554K.
  • Empirical Finance first reported a position in Westlake Corp in Q4 2016 and held it in 19 quarters.
  • Empirical Finance's Westlake Corp position peaked at $1.36M in Q3 2018.
  • 357 funds tracked by Wall St. Rank held Westlake Corp as of Q4 2023.

Based on Empirical Finance's 13F filing for Q4 2023, filed 14 Feb 2024.