Gresham Partners’s WestRock Company WRK Stock Holding History

Gresham Partners’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	-2	Closed	–	–	9
2019 Q2	$0	Hold	2	–	–	﹤0.01%	10
2019 Q1	$0	Hold	2	–	–	﹤0.01%	7
2018 Q4	$0	Buy	+2	New	+$88	﹤0.01%	8

Other funds holding WRK

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Gresham Partners's WRK Position: Q3 2019 in Review

Gresham Partners sold out of WestRock Company (WRK) in Q3 2019, closing a stake of 2 shares.

Gresham Partners first reported a position in WRK in Q4 2018 and held it in 3 quarters. The position peaked at $0 in Q2 2019. 547 funds tracked by Wall St. Rank hold WRK as of Q3 2019.

Gresham Partners reported no remaining WestRock Company position as of Q3 2019 after selling out during the quarter.
Gresham Partners sold 2 WestRock Company shares in Q3 2019.
Gresham Partners first reported a position in WestRock Company in Q4 2018 and held it in 3 quarters.
Gresham Partners's WestRock Company position peaked at $0 in Q2 2019.
547 funds tracked by Wall St. Rank held WestRock Company as of Q3 2019.

Based on Gresham Partners's 13F filing for Q3 2019, filed 28 Oct 2019.