HIP
WRK

Harrell Investment Partners’s WestRock Company WRK Stock Holding History

Harrell Investment 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
2020
Q2 		– Sell
-38,330
Closed -$1.08M – 87
2020
Q1 		$1.08M Buy
38,330
+1,175
+3% +$42.2K 0.59% 57
2019
Q4 		$1.55M Buy
+37,155
New +$1.45M 0.71% 48

Other funds holding WRK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
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 $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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Harrell Investment Partners's WRK Position: Q2 2020 in Review

Harrell Investment Partners sold out of WestRock Company (WRK) in Q2 2020, closing a stake of 38,330 shares — an estimated $1.08M sold.

Harrell Investment Partners first reported a position in WRK in Q4 2019 and held it in 2 quarters. The position peaked at $1.55M in Q4 2019. 540 funds tracked by Wall St. Rank hold WRK as of Q2 2020.

  • Harrell Investment Partners reported no remaining WestRock Company position as of Q2 2020 after selling out during the quarter.
  • Harrell Investment Partners sold 38,330 WestRock Company shares in Q2 2020, an estimated $1.08M.
  • Harrell Investment Partners first reported a position in WestRock Company in Q4 2019 and held it in 2 quarters.
  • Harrell Investment Partners's WestRock Company position peaked at $1.55M in Q4 2019.
  • 540 funds tracked by Wall St. Rank held WestRock Company as of Q2 2020.

Based on Harrell Investment Partners's 13F filing for Q2 2020, filed 14 Aug 2020.