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Koch Industries’s Worthington Enterprises WOR Stock Holding History

Koch Industries’s Portfolio WOR Stock Details WOR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q2 		– Sell
-12,248
Closed -$324K – 656
2018
Q1 		$324K Sell
12,248
-3,289
-21% -$92.3K 0.03% 607
2017
Q4 		$422K Buy
15,537
+3,009
+24% +$80.4K 0.06% 312
2017
Q3 		$356K Buy
+12,528
New +$390K 0.08% 241

Other funds holding WOR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $116B AUM 61.47% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Koch Industries's WOR Position: Q2 2018 in Review

Koch Industries sold out of Worthington Enterprises (WOR) in Q2 2018, closing a stake of 12,248 shares — an estimated $324K sold.

Koch Industries first reported a position in WOR in Q3 2017 and held it in 3 quarters. The position peaked at $422K in Q4 2017. 222 funds tracked by Wall St. Rank hold WOR as of Q2 2018.

  • Koch Industries reported no remaining Worthington Enterprises position as of Q2 2018 after selling out during the quarter.
  • Koch Industries sold 12,248 Worthington Enterprises shares in Q2 2018, an estimated $324K.
  • Koch Industries first reported a position in Worthington Enterprises in Q3 2017 and held it in 3 quarters.
  • Koch Industries's Worthington Enterprises position peaked at $422K in Q4 2017.
  • 222 funds tracked by Wall St. Rank held Worthington Enterprises as of Q2 2018.

Based on Koch Industries's 13F filing for Q2 2018, filed 13 Aug 2018.