JFG
WRK

Jefferies Financial Group’s WestRock Company WRK Stock Holding History

Jefferies Financial Group’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
Q3 		– Sell
-225,000
Closed -$11.3M – 1836
2024
Q2 		$11.3M Buy
+225,000
New +$11.4M 0.12% 138
2023
Q3 		– Sell
-59,004
Closed -$1.72M – 2074
2023
Q2 		$1.72M Buy
+59,004
New +$1.71M 0.02% 712

Other funds holding WRK

DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $60.6B AUM 23.27% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return
EI
Ethic Inc New York $6.39B AUM 29.64% 1-Year Est. Return
ASN
Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $8.74B AUM 14.62% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

Jefferies Financial Group's WRK Position: Q3 2024 in Review

Jefferies Financial Group sold out of WestRock Company (WRK) in Q3 2024, closing a stake of 225,000 shares — an estimated $11.3M sold.

Jefferies Financial Group first reported a position in WRK in Q2 2023 and held it in 2 quarters. The position peaked at $11.3M in Q2 2024. 6 funds tracked by Wall St. Rank hold WRK as of Q3 2024.

  • Jefferies Financial Group reported no remaining WestRock Company position as of Q3 2024 after selling out during the quarter.
  • Jefferies Financial Group sold 225,000 WestRock Company shares in Q3 2024, an estimated $11.3M.
  • Jefferies Financial Group first reported a position in WestRock Company in Q2 2023 and held it in 2 quarters.
  • Jefferies Financial Group's WestRock Company position peaked at $11.3M in Q2 2024.
  • 6 funds tracked by Wall St. Rank held WestRock Company as of Q3 2024.

Based on Jefferies Financial Group's 13F filing for Q3 2024, filed 14 Nov 2024.