Jupiter Investment Management’s Westlake Corp WLK Stock Holding History

Jupiter Investment Management’s Portfolio WLK Stock Details WLK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q2	–	Sell	-5,200	Closed	-$352K	–	431
2019 Q1	$352K	Buy	+5,200	New	+$377K	﹤0.01%	309
2018 Q2	–	Sell	-9,000	Closed	-$1M	–	453
2018 Q1	$1M	Buy	+9,000	New	+$1M	0.01%	277
2016 Q3	–	Sell	-200,245	Closed	-$8.59M	–	463
2016 Q2	$8.59M	Sell	200,245 -52,537	-21%	-$2.4M	0.16%	135
2016 Q1	$11.7M	Buy	+252,782	New	+$11.5M	0.24%	119
2015 Q4	–	Sell	-26,753	Closed	-$1.39M	–	377
2015 Q3	$1.39M	Buy	+26,753	New	+$1.56M	0.04%	180
2015 Q2	–	Sell	-318,491	Closed	-$22.9M	–	381
2015 Q1	$22.9M	Sell	318,491 -312,726	-50%	-$20M	0.73%	49
2014 Q4	$38.6M	Buy	631,217 +606,891	+2,495%	+$41.3M	1.37%	21
2014 Q3	$2.11M	Buy	+24,326	New	+$2.2M	0.1%	176
2013 Q3	–	Sell	-53,244	Closed	-$2.57M	–	327
2013 Q2	$2.57M	Buy	+53,244	New	+$2.39M	0.31%	127

Other funds holding WLK

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Maverick Capital Dallas, Texas $8.67B AUM 48.76% 1-Year Est. Return

Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Jupiter Investment Management's WLK Position: Q2 2019 in Review

Jupiter Investment Management sold out of Westlake Corp (WLK) in Q2 2019, closing a stake of 5,200 shares — an estimated $352K sold.

Jupiter Investment Management first reported a position in WLK in Q2 2013 and held it in 9 quarters. The position peaked at $38.6M in Q4 2014. 269 funds tracked by Wall St. Rank hold WLK as of Q2 2019.

Jupiter Investment Management reported no remaining Westlake Corp position as of Q2 2019 after selling out during the quarter.
Jupiter Investment Management sold 5,200 Westlake Corp shares in Q2 2019, an estimated $352K.
Jupiter Investment Management first reported a position in Westlake Corp in Q2 2013 and held it in 9 quarters.
Jupiter Investment Management's Westlake Corp position peaked at $38.6M in Q4 2014.
269 funds tracked by Wall St. Rank held Westlake Corp as of Q2 2019.

Based on Jupiter Investment Management's 13F filing for Q2 2019, filed 6 Aug 2019.