LCM
WRK

LVM Capital Management’s WestRock Company WRK Stock Holding History

LVM Capital 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
2024
Q1 		– Sell
-18,395
Closed -$764K – 149
2023
Q4 		$764K Buy
18,395
+150
+0.8% +$5.77K 0.1% 80
2023
Q3 		$653K Buy
+18,245
New +$598K 0.09% 83

Other funds holding WRK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
GA
Greenhaven Associates Purchase, New York $6.07B AUM 11.2% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
DKCM
Davidson Kempner Capital Management New York $7.33B AUM 56.47% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

LVM Capital Management's WRK Position: Q1 2024 in Review

LVM Capital Management sold out of WestRock Company (WRK) in Q1 2024, closing a stake of 18,395 shares — an estimated $764K sold.

LVM Capital Management first reported a position in WRK in Q3 2023 and held it in 2 quarters. The position peaked at $764K in Q4 2023. 589 funds tracked by Wall St. Rank hold WRK as of Q1 2024.

  • LVM Capital Management reported no remaining WestRock Company position as of Q1 2024 after selling out during the quarter.
  • LVM Capital Management sold 18,395 WestRock Company shares in Q1 2024, an estimated $764K.
  • LVM Capital Management first reported a position in WestRock Company in Q3 2023 and held it in 2 quarters.
  • LVM Capital Management's WestRock Company position peaked at $764K in Q4 2023.
  • 589 funds tracked by Wall St. Rank held WestRock Company as of Q1 2024.

Based on LVM Capital Management's 13F filing for Q1 2024, filed 15 Apr 2024.