EIM
WRK

Essex Investment Management’s WestRock Company WRK Stock Holding History

Essex Investment 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
2020
Q2 		– Sell
-35,868
Closed -$1.01M – 455
2020
Q1 		$1.01M Hold
35,868
– – 0.21% 154
2019
Q4 		$1.54M Buy
+35,868
New +$1.4M 0.19% 178

Other funds holding WRK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Essex Investment Management's WRK Position: Q2 2020 in Review

Essex Investment Management sold out of WestRock Company (WRK) in Q2 2020, closing a stake of 35,868 shares — an estimated $1.01M sold.

Essex Investment Management first reported a position in WRK in Q4 2019 and held it in 2 quarters. The position peaked at $1.54M in Q4 2019. 540 funds tracked by Wall St. Rank hold WRK as of Q2 2020.

  • Essex Investment Management reported no remaining WestRock Company position as of Q2 2020 after selling out during the quarter.
  • Essex Investment Management sold 35,868 WestRock Company shares in Q2 2020, an estimated $1.01M.
  • Essex Investment Management first reported a position in WestRock Company in Q4 2019 and held it in 2 quarters.
  • Essex Investment Management's WestRock Company position peaked at $1.54M in Q4 2019.
  • 540 funds tracked by Wall St. Rank held WestRock Company as of Q2 2020.

Based on Essex Investment Management's 13F filing for Q2 2020, filed 4 Aug 2020.