Lighthouse Investment Partners’s WestRock Company WRK Stock Holding History

Lighthouse Investment Partners’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	-4,606	Closed	-$231K	–	589
2024 Q2	$231K	Buy	+4,606	New	+$232K	0.01%	374
2023 Q4	–	Sell	-150,833	Closed	-$5.4M	–	451
2023 Q3	$5.4M	Buy	150,833 +86,333	+134%	+$2.83M	0.22%	101
2023 Q2	$1.88M	Buy	64,500 +12,000	+23%	+$348K	0.1%	175
2023 Q1	$1.6M	Buy	+52,500	New	+$1.73M	0.11%	165

Other funds holding WRK

DekaBank Deutsche Girozentrale Frankfurt, Germany $60.6B AUM 23.27% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

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 $9.54B AUM 19.86% 1-Year Est. Return

HNB

Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

Lighthouse Investment Partners's WRK Position: Q3 2024 in Review

Lighthouse Investment Partners sold out of WestRock Company (WRK) in Q3 2024, closing a stake of 4,606 shares — an estimated $231K sold.

Lighthouse Investment Partners first reported a position in WRK in Q1 2023 and held it in 4 quarters. The position peaked at $5.4M in Q3 2023. 6 funds tracked by Wall St. Rank hold WRK as of Q3 2024.

Lighthouse Investment Partners reported no remaining WestRock Company position as of Q3 2024 after selling out during the quarter.
Lighthouse Investment Partners sold 4,606 WestRock Company shares in Q3 2024, an estimated $231K.
Lighthouse Investment Partners first reported a position in WestRock Company in Q1 2023 and held it in 4 quarters.
Lighthouse Investment Partners's WestRock Company position peaked at $5.4M in Q3 2023.
6 funds tracked by Wall St. Rank held WestRock Company as of Q3 2024.

Based on Lighthouse Investment Partners's 13F filing for Q3 2024, filed 14 Nov 2024.