Jupiter Investment Management’s WestRock Company WRK Stock Holding History

Jupiter Investment 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
2019 Q1	–	Sell	-21,900	Closed	-$826K	–	446
2018 Q4	$826K	Buy	+21,900	New	+$966K	0.01%	248
2017 Q4	–	Sell	-2,300	Closed	-$130K	–	446
2017 Q3	$130K	Buy	+2,300	New	+$131K	﹤0.01%	310
2017 Q2	–	Sell	-9,000	Closed	-$468K	–	498
2017 Q1	$468K	Buy	+9,000	New	+$475K	0.01%	296
2016 Q2	–	Sell	-137	Closed	-$4K	–	533
2016 Q1	$4K	Sell	137 -26,264	-99%	-$856K	﹤0.01%	460
2015 Q4	$1.08M	Sell	26,401 -7,760	-23%	-$353K	0.03%	183
2015 Q3	$1.58M	Buy	+34,161	New	+$1.83M	0.04%	175

Other funds holding WRK

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

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

LCM

Lakewood Capital Management New York $1.58B AUM 0.92% 1-Year Est. Return

Jupiter Investment Management's WRK Position: Q1 2019 in Review

Jupiter Investment Management sold out of WestRock Company (WRK) in Q1 2019, closing a stake of 21,900 shares — an estimated $826K sold.

Jupiter Investment Management first reported a position in WRK in Q3 2015 and held it in 6 quarters. The position peaked at $1.58M in Q3 2015. 566 funds tracked by Wall St. Rank hold WRK as of Q1 2019.

Jupiter Investment Management reported no remaining WestRock Company position as of Q1 2019 after selling out during the quarter.
Jupiter Investment Management sold 21,900 WestRock Company shares in Q1 2019, an estimated $826K.
Jupiter Investment Management first reported a position in WestRock Company in Q3 2015 and held it in 6 quarters.
Jupiter Investment Management's WestRock Company position peaked at $1.58M in Q3 2015.
566 funds tracked by Wall St. Rank held WestRock Company as of Q1 2019.

Based on Jupiter Investment Management's 13F filing for Q1 2019, filed 7 May 2019.