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Kennedy Capital Management’s Westlake Corp WLK Stock Holding History

Kennedy Capital 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
2023
Q2 		– Sell
-2,659
Closed -$308K – 701
2023
Q1 		$308K Sell
2,659
-1,292
-33% -$149K 0.01% 586
2022
Q4 		$405K Sell
3,951
-360
-8% -$36.3K 0.01% 569
2022
Q3 		$375K Sell
4,311
-229
-5% -$22K 0.01% 570
2022
Q2 		$445K Sell
4,540
-432
-9% -$52.9K 0.01% 551
2022
Q1 		$614K Sell
4,972
-511
-9% -$55.7K 0.01% 545
2021
Q4 		$533K Sell
5,483
-421
-7% -$41K 0.01% 558
2021
Q3 		$538K Sell
5,904
-339
-5% -$29K 0.01% 572
2021
Q2 		$562K Sell
6,243
-194
-3% -$18.8K 0.01% 572
2021
Q1 		$572K Buy
6,437
+218
+4% +$18.9K 0.01% 592
2020
Q4 		$507K Sell
6,219
-142
-2% -$10.6K 0.01% 587
2020
Q3 		$402K Buy
+6,361
New +$376K 0.01% 601
2020
Q1 		– Sell
-78,027
Closed -$5.47M – 734
2019
Q4 		$5.47M Buy
78,027
+7,355
+10% +$494K 0.13% 295
2019
Q3 		$4.63M Sell
70,672
-19
-0% -$1.22K 0.11% 347
2019
Q2 		$4.91M Sell
70,691
-864
-1% -$57.5K 0.12% 334
2019
Q1 		$4.86M Buy
71,555
+2,478
+4% +$180K 0.11% 337
2018
Q4 		$4.57M Sell
69,077
-2,378
-3% -$172K 0.11% 330
2018
Q3 		$5.94M Buy
71,455
+22,565
+46% +$2.21M 0.11% 346
2018
Q2 		$5.26M Sell
48,890
-25,047
-34% -$2.81M 0.1% 400
2018
Q1 		$8.22M Sell
73,937
-5,228
-7% -$582K 0.16% 205
2017
Q4 		$8.43M Sell
79,165
-31,353
-28% -$2.9M 0.15% 212
2017
Q3 		$9.18M Sell
110,518
-4,011
-4% -$295K 0.17% 197
2017
Q2 		$7.58M Sell
114,529
-2,772
-2% -$176K 0.14% 235
2017
Q1 		$7.75M Sell
117,301
-4,671
-4% -$296K 0.14% 252
2016
Q4 		$6.83M Sell
121,972
-24,643
-17% -$1.35M 0.12% 297
2016
Q3 		$7.84M Buy
146,615
+3,067
+2% +$148K 0.15% 241
2016
Q2 		$6.16M Buy
+143,548
New +$6.56M 0.12% 292

Other funds holding WLK

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return
SCP
Soroban Capital Partners New York $51.8B AUM 21.41% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Kennedy Capital Management's WLK Position: Q2 2023 in Review

Kennedy Capital Management sold out of Westlake Corp (WLK) in Q2 2023, closing a stake of 2,659 shares — an estimated $308K sold.

Kennedy Capital Management first reported a position in WLK in Q2 2016 and held it in 26 quarters. The position peaked at $9.18M in Q3 2017. 339 funds tracked by Wall St. Rank hold WLK as of Q2 2023.

  • Kennedy Capital Management reported no remaining Westlake Corp position as of Q2 2023 after selling out during the quarter.
  • Kennedy Capital Management sold 2,659 Westlake Corp shares in Q2 2023, an estimated $308K.
  • Kennedy Capital Management first reported a position in Westlake Corp in Q2 2016 and held it in 26 quarters.
  • Kennedy Capital Management's Westlake Corp position peaked at $9.18M in Q3 2017.
  • 339 funds tracked by Wall St. Rank held Westlake Corp as of Q2 2023.

Based on Kennedy Capital Management's 13F filing for Q2 2023, filed 14 Aug 2023.