ESB
WRK

Essex Savings Bank’s WestRock Company WRK Stock Holding History

Essex Savings Bank’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
2019
Q3 		– Sell
-450
Closed -$16K – 641
2019
Q2 		$16K Buy
450
+250
+125% +$9.19K 0.01% 607
2019
Q1 		$8K Hold
200
– – ﹤0.01% 525
2018
Q4 		$8K Buy
+200
New +$8.82K 0.01% 535

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
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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Essex Savings Bank's WRK Position: Q3 2019 in Review

Essex Savings Bank sold out of WestRock Company (WRK) in Q3 2019, closing a stake of 450 shares — an estimated $16K sold.

Essex Savings Bank first reported a position in WRK in Q4 2018 and held it in 3 quarters. The position peaked at $16K in Q2 2019. 547 funds tracked by Wall St. Rank hold WRK as of Q3 2019.

  • Essex Savings Bank reported no remaining WestRock Company position as of Q3 2019 after selling out during the quarter.
  • Essex Savings Bank sold 450 WestRock Company shares in Q3 2019, an estimated $16K.
  • Essex Savings Bank first reported a position in WestRock Company in Q4 2018 and held it in 3 quarters.
  • Essex Savings Bank's WestRock Company position peaked at $16K in Q2 2019.
  • 547 funds tracked by Wall St. Rank held WestRock Company as of Q3 2019.

Based on Essex Savings Bank's 13F filing for Q3 2019, filed 30 Oct 2019.