Kavar Capital Partners Group’s WestRock Company WRK Stock Holding History

Kavar Capital Partners 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
2019 Q3	–	Sell	-1,650	Closed	-$60K	–	477
2019 Q2	$60K	Buy	+1,650	New	+$60.6K	0.02%	209
2018 Q3	–	Sell	-1,650	Closed	-$94K	–	408
2018 Q2	$94K	Hold	1,650	–	–	0.05%	148
2018 Q1	$106K	Buy	+1,650	New	+$109K	0.06%	141
2016 Q1	–	Sell	-6,534	Closed	-$268K	–	416
2015 Q4	$268K	Sell	6,534 -1,942	-23%	-$88.4K	0.17%	92
2015 Q3	$392K	Buy	+8,476	New	+$454K	0.28%	85

Other funds holding WRK

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

BlackRock New York $5.72T AUM 30.48% 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

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

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

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Kavar Capital Partners Group's WRK Position: Q3 2019 in Review

Kavar Capital Partners Group sold out of WestRock Company (WRK) in Q3 2019, closing a stake of 1,650 shares — an estimated $60K sold.

Kavar Capital Partners Group first reported a position in WRK in Q3 2015 and held it in 5 quarters. The position peaked at $392K in Q3 2015. 547 funds tracked by Wall St. Rank hold WRK as of Q3 2019.

Kavar Capital Partners Group reported no remaining WestRock Company position as of Q3 2019 after selling out during the quarter.
Kavar Capital Partners Group sold 1,650 WestRock Company shares in Q3 2019, an estimated $60K.
Kavar Capital Partners Group first reported a position in WestRock Company in Q3 2015 and held it in 5 quarters.
Kavar Capital Partners Group's WestRock Company position peaked at $392K in Q3 2015.
547 funds tracked by Wall St. Rank held WestRock Company as of Q3 2019.

Based on Kavar Capital Partners Group's 13F filing for Q3 2019, filed 12 Nov 2019.