LIM
WRK

Longfellow Investment Management’s WestRock Company WRK Stock Holding History

Longfellow Investment 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
2021
Q1 		– Sell
-3,494
Closed -$153K – 564
2020
Q4 		$153K Buy
+3,494
New +$144K 0.02% 289

Other funds holding WRK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
PAMU
Pictet Asset Management (UK) London, United Kingdom $91.8B AUM 47.77% 1-Year Est. Return

Longfellow Investment Management's WRK Position: Q1 2021 in Review

Longfellow Investment Management sold out of WestRock Company (WRK) in Q1 2021, closing a stake of 3,494 shares — an estimated $153K sold.

Longfellow Investment Management first reported a position in WRK in Q4 2020 and held it in 1 quarter. The position peaked at $153K in Q4 2020. 588 funds tracked by Wall St. Rank hold WRK as of Q1 2021.

  • Longfellow Investment Management reported no remaining WestRock Company position as of Q1 2021 after selling out during the quarter.
  • Longfellow Investment Management sold 3,494 WestRock Company shares in Q1 2021, an estimated $153K.
  • Longfellow Investment Management first reported a position in WestRock Company in Q4 2020 and held it in 1 quarter.
  • Longfellow Investment Management's WestRock Company position peaked at $153K in Q4 2020.
  • 588 funds tracked by Wall St. Rank held WestRock Company as of Q1 2021.

Based on Longfellow Investment Management's 13F filing for Q1 2021, filed 17 May 2021.