FIM
WRK

Foresters Investment Management’s WestRock Company WRK Stock Holding History

Foresters 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
2019
Q1 		– Sell
-250,190
Closed -$9.45M – 342
2018
Q4 		$9.45M Buy
250,190
+27,000
+12% +$1.19M 0.18% 171
2018
Q3 		$11.9M Buy
223,190
+2,000
+0.9% +$112K 0.19% 168
2018
Q2 		$12.6M Buy
221,190
+26,400
+14% +$1.62M 0.22% 159
2018
Q1 		$12.5M Buy
194,790
+7,400
+4% +$489K 0.21% 158
2017
Q4 		$11.8M Sell
187,390
-22,200
-11% -$1.35M 0.18% 168
2017
Q3 		$11.9M Buy
209,590
+48,300
+30% +$2.76M 0.19% 169
2017
Q2 		$9.14M Buy
161,290
+18,200
+13% +$987K 0.15% 183
2017
Q1 		$7.45M Buy
143,090
+10,000
+8% +$528K 0.13% 197
2016
Q4 		$6.91M Sell
133,090
-17,400
-12% -$855K 0.12% 202
2016
Q3 		$7.3M Buy
150,490
+500
+0.3% +$22.3K 0.14% 187
2016
Q2 		$5.83M Sell
149,990
-9,880
-6% -$371K 0.11% 200
2016
Q1 		$5.62M Buy
159,870
+555
+0.3% +$18.1K 0.11% 192
2015
Q4 		$6.55M Sell
159,315
-742,266
-82% -$33.8M 0.13% 177
2015
Q3 		$41.8M Buy
+901,581
New +$48.3M 0.89% 24

Other funds holding WRK

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
LCM
Lakewood Capital Management New York $1.58B AUM 0.92% 1-Year Est. Return

Foresters Investment Management's WRK Position: Q1 2019 in Review

Foresters Investment Management sold out of WestRock Company (WRK) in Q1 2019, closing a stake of 250,190 shares — an estimated $9.45M sold.

Foresters Investment Management first reported a position in WRK in Q3 2015 and held it in 14 quarters. The position peaked at $41.8M in Q3 2015. 566 funds tracked by Wall St. Rank hold WRK as of Q1 2019.

  • Foresters Investment Management reported no remaining WestRock Company position as of Q1 2019 after selling out during the quarter.
  • Foresters Investment Management sold 250,190 WestRock Company shares in Q1 2019, an estimated $9.45M.
  • Foresters Investment Management first reported a position in WestRock Company in Q3 2015 and held it in 14 quarters.
  • Foresters Investment Management's WestRock Company position peaked at $41.8M in Q3 2015.
  • 566 funds tracked by Wall St. Rank held WestRock Company as of Q1 2019.

Based on Foresters Investment Management's 13F filing for Q1 2019, filed 15 May 2019.