Jim Simons’s WestRock Company WRK Stock Holding History

Jim Simons’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
2022 Q2	–	Sell	-137,462	Closed	-$6.46M	–	4652
2022 Q1	$6.46M	Sell	137,462 -656,400	-83%	-$30M	0.01%	1408
2021 Q4	$35.2M	Buy	+793,862	New	+$37.4M	0.04%	444
2020 Q1	–	Sell	-35,032	Closed	-$1.5M	–	3893
2019 Q4	$1.5M	Sell	35,032 -538,630	-94%	-$21M	﹤0.01%	2448
2019 Q3	$20.9M	Buy	+573,662	New	+$20.5M	0.02%	935
2018 Q4	–	Sell	-564,862	Closed	-$30.2M	–	3677
2018 Q3	$30.2M	Buy	+564,862	New	+$31.6M	0.03%	688
2017 Q4	–	Sell	-615,662	Closed	-$34.9M	–	3535
2017 Q3	$34.9M	Buy	615,662 +272,600	+79%	+$15.6M	0.04%	592
2017 Q2	$19.4M	Buy	+343,062	New	+$18.6M	0.02%	864
2016 Q2	–	Sell	-328,266	Closed	-$11.5M	–	3553
2016 Q1	$11.5M	Sell	328,266 -959,953	-75%	-$31.3M	0.02%	1036
2015 Q4	$52.9M	Buy	1,288,219 +1,148,706	+823%	+$52.3M	0.12%	199
2015 Q3	$6.47M	Buy	+139,513	New	+$7.48M	0.02%	1206

Other funds holding WRK

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Greenhaven Associates Purchase, New York $8.66B AUM 17.37% 1-Year Est. Return

PAMS

Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Jim Simons's WRK Position: Q2 2022 in Review

Jim Simons sold out of WestRock Company (WRK) in Q2 2022, closing a stake of 137,462 shares — an estimated $6.46M sold.

Jim Simons first reported a position in WRK in Q3 2015 and held it in 10 quarters. The position peaked at $52.9M in Q4 2015. 605 funds tracked by Wall St. Rank hold WRK as of Q2 2022.

Jim Simons reported no remaining WestRock Company position as of Q2 2022 after selling out during the quarter.
Jim Simons sold 137,462 WestRock Company shares in Q2 2022, an estimated $6.46M.
Jim Simons first reported a position in WestRock Company in Q3 2015 and held it in 10 quarters.
Jim Simons's WestRock Company position peaked at $52.9M in Q4 2015.
605 funds tracked by Wall St. Rank held WestRock Company as of Q2 2022.

Based on Renaissance Technologies's 13F filing for Q2 2022, filed 12 Aug 2022.