EWM
WRK

Evercore Wealth Management’s WestRock Company WRK Stock Holding History

Evercore Wealth 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
-6,820
Closed -$343K – 435
2024
Q2 		$343K Hold
6,820
– – 0.01% 326
2024
Q1 		$337K Sell
6,820
-760
-10% -$33.2K 0.01% 327
2023
Q4 		$315K Sell
7,580
-3,195
-30% -$123K 0.01% 339
2023
Q3 		$386K Sell
10,775
-150
-1% -$4.92K 0.01% 294
2023
Q2 		$318K Sell
10,925
-825
-7% -$23.9K 0.01% 324
2023
Q1 		$358K Buy
11,750
+2,125
+22% +$70.1K 0.01% 302
2022
Q4 		$338K Sell
9,625
-5,161
-35% -$180K 0.01% 308
2022
Q3 		$457K Sell
14,786
-19,000
-56% -$751K 0.01% 264
2022
Q2 		$1.35M Sell
33,786
-4,987
-13% -$235K 0.03% 179
2022
Q1 		$1.82M Sell
38,773
-15,299
-28% -$699K 0.03% 171
2021
Q4 		$2.4M Sell
54,072
-9,830
-15% -$463K 0.04% 157
2021
Q3 		$3.19M Sell
63,902
-49,496
-44% -$2.5M 0.06% 133
2021
Q2 		$6.04M Sell
113,398
-657,389
-85% -$36.8M 0.11% 95
2021
Q1 		$40.1M Buy
770,787
+33,024
+4% +$1.54M 0.79% 42
2020
Q4 		$32.1M Buy
737,763
+33,641
+5% +$1.39M 0.69% 40
2020
Q3 		$24.5M Buy
704,122
+3,632
+0.5% +$112K 0.6% 41
2020
Q2 		$19.8M Sell
700,490
-44,274
-6% -$1.26M 0.53% 42
2020
Q1 		$21M Sell
744,764
-106,728
-13% -$3.84M 0.69% 38
2019
Q4 		$36.5M Buy
851,492
+83,658
+11% +$3.26M 0.98% 36
2019
Q3 		$28M Sell
767,834
-2,395
-0.3% -$85.5K 0.82% 38
2019
Q2 		$28.1M Buy
770,229
+90,879
+13% +$3.34M 0.85% 38
2019
Q1 		$26.1M Buy
679,350
+49,222
+8% +$1.93M 0.84% 38
2018
Q4 		$23.8M Sell
630,128
-87,726
-12% -$3.87M 0.9% 38
2018
Q3 		$38.4M Buy
717,854
+61,678
+9% +$3.46M 1.23% 32
2018
Q2 		$37.4M Buy
656,176
+41,724
+7% +$2.56M 1.28% 31
2018
Q1 		$39.4M Buy
614,452
+19,999
+3% +$1.32M 1.51% 27
2017
Q4 		$37.6M Sell
594,453
-8,029
-1% -$487K 1.4% 31
2017
Q3 		$34.2M Sell
602,482
-8,707
-1% -$497K 1.33% 31
2017
Q2 		$34.6M Buy
611,189
+6,777
+1% +$368K 1.34% 31
2017
Q1 		$31.4M Buy
604,412
+44,855
+8% +$2.37M 1.23% 34
2016
Q4 		$28.4M Buy
559,557
+16,242
+3% +$798K 1.18% 33
2016
Q3 		$26.3M Buy
543,315
+75,298
+16% +$3.36M 1.09% 36
2016
Q2 		$18.2M Sell
468,017
-3,334
-0.7% -$125K 0.8% 42
2016
Q1 		$16.6M Buy
471,351
+22,233
+5% +$724K 0.73% 44
2015
Q4 		$18.5M Buy
449,118
+25,567
+6% +$1.16M 0.86% 39
2015
Q3 		$19.6M Buy
+423,551
New +$22.7M 0.94% 39

Other funds holding WRK

DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $60.6B AUM 23.27% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
EI
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

Evercore Wealth Management's WRK Position: Q3 2024 in Review

Evercore Wealth Management sold out of WestRock Company (WRK) in Q3 2024, closing a stake of 6,820 shares — an estimated $343K sold.

Evercore Wealth Management first reported a position in WRK in Q3 2015 and held it in 36 quarters. The position peaked at $40.1M in Q1 2021. 6 funds tracked by Wall St. Rank hold WRK as of Q3 2024.

  • Evercore Wealth Management reported no remaining WestRock Company position as of Q3 2024 after selling out during the quarter.
  • Evercore Wealth Management sold 6,820 WestRock Company shares in Q3 2024, an estimated $343K.
  • Evercore Wealth Management first reported a position in WestRock Company in Q3 2015 and held it in 36 quarters.
  • Evercore Wealth Management's WestRock Company position peaked at $40.1M in Q1 2021.
  • 6 funds tracked by Wall St. Rank held WestRock Company as of Q3 2024.

Based on Evercore Wealth Management's 13F filing for Q3 2024, filed 14 Nov 2024.