Kennedy Capital Management’s WestRock Company WRK Stock Holding History

Kennedy Capital 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
2018 Q2	–	Sell	-54,896	Closed	-$3.52M	–	790
2018 Q1	$3.52M	Sell	54,896 -5,024	-8%	-$332K	0.07%	499
2017 Q4	$3.79M	Sell	59,920 -12,634	-17%	-$767K	0.07%	504
2017 Q3	$4.12M	Sell	72,554 -51,497	-42%	-$2.94M	0.07%	478
2017 Q2	$7.03M	Sell	124,051 -4,737	-4%	-$257K	0.13%	261
2017 Q1	$6.7M	Sell	128,788 -1,439	-1%	-$75.9K	0.12%	306
2016 Q4	$6.61M	Sell	130,227 -5,920	-4%	-$291K	0.12%	306
2016 Q3	$6.6M	Buy	136,147 +89,572	+192%	+$4M	0.13%	288
2016 Q2	$1.81M	Sell	46,575 -9,687	-17%	-$363K	0.04%	584
2016 Q1	$1.98M	Buy	56,262 +2,338	+4%	+$76.2K	0.04%	585
2015 Q4	$2.22M	Sell	53,924 -53,543	-50%	-$2.44M	0.04%	557
2015 Q3	$4.98M	Buy	+107,467	New	+$5.76M	0.1%	356

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

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

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

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

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

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

LCM

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

Norges Bank Oslo, Norway $935B AUM

Kennedy Capital Management's WRK Position: Q2 2018 in Review

Kennedy Capital Management sold out of WestRock Company (WRK) in Q2 2018, closing a stake of 54,896 shares — an estimated $3.52M sold.

Kennedy Capital Management first reported a position in WRK in Q3 2015 and held it in 11 quarters. The position peaked at $7.03M in Q2 2017. 625 funds tracked by Wall St. Rank hold WRK as of Q2 2018.

Kennedy Capital Management reported no remaining WestRock Company position as of Q2 2018 after selling out during the quarter.
Kennedy Capital Management sold 54,896 WestRock Company shares in Q2 2018, an estimated $3.52M.
Kennedy Capital Management first reported a position in WestRock Company in Q3 2015 and held it in 11 quarters.
Kennedy Capital Management's WestRock Company position peaked at $7.03M in Q2 2017.
625 funds tracked by Wall St. Rank held WestRock Company as of Q2 2018.

Based on Kennedy Capital Management's 13F filing for Q2 2018, filed 14 Aug 2018.