Mercer Global Advisors
WRK

Mercer Global Advisors’s WestRock Company WRK Stock Holding History

Mercer Global Advisors’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
-68,805
Closed -$3.5M – 2069
2024
Q2 		$3.5M Sell
68,805
-670
-1% -$33.8K 0.01% 547
2024
Q1 		$3.44M Sell
69,475
-3,620
-5% -$158K 0.01% 565
2023
Q4 		$3.04M Buy
73,095
+35,856
+96% +$1.38M 0.01% 608
2023
Q3 		$1.33M Sell
37,239
-14,001
-27% -$459K 0.01% 827
2023
Q2 		$1.49M Sell
51,240
-28,172
-35% -$817K 0.01% 813
2023
Q1 		$2.42M Buy
79,412
+1,140
+1% +$37.6K 0.01% 629
2022
Q4 		$2.75M Buy
78,272
+61,654
+371% +$2.15M 0.01% 604
2022
Q3 		$513K Buy
16,618
+1,568
+10% +$61.9K ﹤0.01% 1127
2022
Q2 		$600K Sell
15,050
-1,233
-8% -$58K ﹤0.01% 1058
2022
Q1 		$766K Sell
16,283
-1,118
-6% -$51.1K ﹤0.01% 1012
2021
Q4 		$772K Buy
17,401
+2,428
+16% +$114K ﹤0.01% 1003
2021
Q3 		$747K Buy
14,973
+1,607
+12% +$81.2K 0.01% 991
2021
Q2 		$711K Sell
13,366
-251
-2% -$14K 0.01% 982
2021
Q1 		$709K Buy
13,617
+826
+6% +$38.6K 0.01% 921
2020
Q4 		$557K Buy
12,791
+449
+4% +$18.5K 0.01% 825
2020
Q3 		$429K Sell
12,342
-5,897
-32% -$182K 0.01% 830
2020
Q2 		$515K Buy
18,239
+1,991
+12% +$56.6K 0.01% 674
2020
Q1 		$459K Buy
16,248
+1,117
+7% +$40.2K 0.01% 681
2019
Q4 		$649K Sell
15,131
-955
-6% -$37.2K 0.01% 646
2019
Q3 		$586K Buy
16,086
+5,656
+54% +$202K 0.01% 640
2019
Q2 		$380K Buy
10,430
+98
+0.9% +$3.6K 0.01% 783
2019
Q1 		$396K Buy
+10,332
New +$404K 0.01% 722

Other funds holding WRK

DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $60.6B AUM 23.27% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
EI
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

Mercer Global Advisors's WRK Position: Q3 2024 in Review

Mercer Global Advisors sold out of WestRock Company (WRK) in Q3 2024, closing a stake of 68,805 shares — an estimated $3.5M sold.

Mercer Global Advisors first reported a position in WRK in Q1 2019 and held it in 22 quarters. The position peaked at $3.5M in Q2 2024. 6 funds tracked by Wall St. Rank hold WRK as of Q3 2024.

  • Mercer Global Advisors reported no remaining WestRock Company position as of Q3 2024 after selling out during the quarter.
  • Mercer Global Advisors sold 68,805 WestRock Company shares in Q3 2024, an estimated $3.5M.
  • Mercer Global Advisors first reported a position in WestRock Company in Q1 2019 and held it in 22 quarters.
  • Mercer Global Advisors's WestRock Company position peaked at $3.5M in Q2 2024.
  • 6 funds tracked by Wall St. Rank held WestRock Company as of Q3 2024.

Based on Mercer Global Advisors's 13F filing for Q3 2024, filed 14 Nov 2024.