KB
WRK

Kimelman & Baird’s WestRock Company WRK Stock Holding History

Kimelman & Baird’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
2024
Q3 		– Sell
-16,140
Closed -$811K – 376
2024
Q2 		$811K Buy
+16,140
New +$815K 0.07% 81
2021
Q2 		$23.7M Buy
+444,941
New +$24.9M 2.11% 22

Other funds holding WRK

DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $60.6B AUM 23.27% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return
EI
Ethic Inc New York $6.39B AUM 29.64% 1-Year Est. Return
ASN
Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $8.74B AUM 14.62% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

Kimelman & Baird's WRK Position: Q3 2024 in Review

Kimelman & Baird sold out of WestRock Company (WRK) in Q3 2024, closing a stake of 16,140 shares — an estimated $811K sold.

Kimelman & Baird first reported a position in WRK in Q2 2021 and held it in 2 quarters. The position peaked at $23.7M in Q2 2021. 6 funds tracked by Wall St. Rank hold WRK as of Q3 2024.

  • Kimelman & Baird reported no remaining WestRock Company position as of Q3 2024 after selling out during the quarter.
  • Kimelman & Baird sold 16,140 WestRock Company shares in Q3 2024, an estimated $811K.
  • Kimelman & Baird first reported a position in WestRock Company in Q2 2021 and held it in 2 quarters.
  • Kimelman & Baird's WestRock Company position peaked at $23.7M in Q2 2021.
  • 6 funds tracked by Wall St. Rank held WestRock Company as of Q3 2024.

Based on Kimelman & Baird's 13F filing for Q3 2024, filed 15 Nov 2024.