Leuthold Group’s WestRock Company WRK Stock Holding History

Leuthold 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
2021 Q4	–	Sell	-103,381	Closed	-$5.15M	–	228
2021 Q3	$5.15M	Buy	103,381 +309	+0.3%	+$15.6K	0.63%	54
2021 Q2	$5.49M	Sell	103,072 -1,850	-2%	-$104K	0.67%	50
2021 Q1	$5.46M	Sell	104,922 -6,991	-6%	-$326K	0.69%	47
2020 Q4	$4.87M	Buy	+111,913	New	+$4.62M	0.64%	59

Other funds holding WRK

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

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

PAMS

Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Impax Asset Management Group London, United Kingdom $15.4B AUM 26.43% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Leuthold Group's WRK Position: Q4 2021 in Review

Leuthold Group sold out of WestRock Company (WRK) in Q4 2021, closing a stake of 103,381 shares — an estimated $5.15M sold.

Leuthold Group first reported a position in WRK in Q4 2020 and held it in 4 quarters. The position peaked at $5.49M in Q2 2021. 600 funds tracked by Wall St. Rank hold WRK as of Q4 2021.

Leuthold Group reported no remaining WestRock Company position as of Q4 2021 after selling out during the quarter.
Leuthold Group sold 103,381 WestRock Company shares in Q4 2021, an estimated $5.15M.
Leuthold Group first reported a position in WestRock Company in Q4 2020 and held it in 4 quarters.
Leuthold Group's WestRock Company position peaked at $5.49M in Q2 2021.
600 funds tracked by Wall St. Rank held WestRock Company as of Q4 2021.

Based on Leuthold Group's 13F filing for Q4 2021, filed 3 Feb 2022.