JIR
WRK

James Investment Research’s WestRock Company WRK Stock Holding History

James Investment Research’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
-26,315
Closed -$994K – 928
2018
Q4 		$994K Sell
26,315
-10,645
-29% -$470K 0.06% 380
2018
Q3 		$1.98M Buy
36,960
+35,925
+3,471% +$2.01M 0.08% 401
2018
Q2 		$59K Sell
1,035
-30,090
-97% -$1.85M ﹤0.01% 665
2018
Q1 		$2M Buy
31,125
+830
+3% +$54.8K 0.08% 307
2017
Q4 		$1.92M Buy
30,295
+28,600
+1,687% +$1.74M 0.07% 313
2017
Q3 		$96K Buy
+1,695
New +$96.8K ﹤0.01% 580
2016
Q3 		– Sell
-300
Closed -$12K – 587
2016
Q2 		$12K Sell
300
-33
-10% -$1.24K ﹤0.01% 436
2016
Q1 		$12K Sell
333
-166
-33% -$5.41K ﹤0.01% 421
2015
Q4 		$21K Sell
499
-1,055
-68% -$48K ﹤0.01% 413
2015
Q3 		$72K Buy
+1,554
New +$83.3K ﹤0.01% 322

Other funds holding WRK

BlackRock
BlackRock New York $5.7T 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 $1.47T 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 $1.56B AUM 0.92% 1-Year Est. Return