Kaizen Advisory’s WestRock Company WRK Stock Holding History

Kaizen Advisory’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
2018 Q4	$25K	Buy	675 +98	+17%	+$4.32K	0.02%	471
2018 Q3	$31K	Hold	577	–	–	0.02%	446
2018 Q2	$33K	Buy	577 +331	+135%	+$20.3K	0.02%	443
2018 Q1	$16K	Hold	246	–	–	0.02%	379
2017 Q4	$16K	Buy	+246	New	+$14.9K	0.01%	368

Other funds holding WRK

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

BlackRock New York $5.72T AUM 30.48% 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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

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

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Kaizen Advisory's WRK Position: Q4 2018 in Review

Kaizen Advisory increased its WestRock Company (WRK) stake by 17% in Q4 2018, buying an estimated $4.32K and bringing the position to 675 shares worth $25K. The position accounts for 0.02% of the portfolio, ranked #471.

Kaizen Advisory first reported a position in WRK in Q4 2017 and has held it in 5 quarters since. The position peaked at $33K in Q2 2018. 587 funds tracked by Wall St. Rank hold WRK as of Q4 2018.

Kaizen Advisory held 675 shares of WestRock Company worth $25K as of Q4 2018.
Kaizen Advisory bought 98 WestRock Company shares in Q4 2018, an estimated $4.32K.
WestRock Company made up 0.02% of Kaizen Advisory's portfolio in Q4 2018, its #471 holding.
Kaizen Advisory first reported a position in WestRock Company in Q4 2017 and has held it in 5 quarters since.
Kaizen Advisory's WestRock Company position peaked at $33K in Q2 2018.
587 funds tracked by Wall St. Rank held WestRock Company as of Q4 2018.

Based on Kaizen Advisory's 13F filing for Q4 2018, filed 15 Feb 2019.