HM
WRK

Harvest Management’s WestRock Company WRK Stock Holding History

Harvest 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
Q2 		– Sell
-8,000
Closed -$396K – 57
2024
Q1 		$396K Sell
8,000
-1,500
-16% -$65.5K 0.27% 36
2023
Q4 		$394K Sell
9,500
-500
-5% -$19.2K 0.36% 34
2023
Q3 		$358K Buy
+10,000
New +$328K 0.19% 33

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
HI
HBK Investments Dallas, Texas $9.85B AUM 55.6% 1-Year Est. Return
DKCM
Davidson Kempner Capital Management New York $7.33B AUM 56.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Harvest Management's WRK Position: Q2 2024 in Review

Harvest Management sold out of WestRock Company (WRK) in Q2 2024, closing a stake of 8,000 shares — an estimated $396K sold.

Harvest Management first reported a position in WRK in Q3 2023 and held it in 3 quarters. The position peaked at $396K in Q1 2024. 588 funds tracked by Wall St. Rank hold WRK as of Q2 2024.

  • Harvest Management reported no remaining WestRock Company position as of Q2 2024 after selling out during the quarter.
  • Harvest Management sold 8,000 WestRock Company shares in Q2 2024, an estimated $396K.
  • Harvest Management first reported a position in WestRock Company in Q3 2023 and held it in 3 quarters.
  • Harvest Management's WestRock Company position peaked at $396K in Q1 2024.
  • 588 funds tracked by Wall St. Rank held WestRock Company as of Q2 2024.

Based on Harvest Management's 13F filing for Q2 2024, filed 14 Aug 2024.