MIM
WRK

Miller Investment Management’s WestRock Company WRK Stock Holding History

Miller 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
2022
Q2 		– Sell
-4,609
Closed -$217K – 99
2022
Q1 		$217K Buy
+4,609
New +$211K 0.03% 94
2021
Q4 		– Sell
-10,700
Closed -$533K – 99
2021
Q3 		$533K Buy
+10,700
New +$541K 0.09% 63

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
GA
Greenhaven Associates Purchase, New York $8.66B AUM 17.37% 1-Year Est. Return
PAMS
Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Miller Investment Management's WRK Position: Q2 2022 in Review

Miller Investment Management sold out of WestRock Company (WRK) in Q2 2022, closing a stake of 4,609 shares — an estimated $217K sold.

Miller Investment Management first reported a position in WRK in Q3 2021 and held it in 2 quarters. The position peaked at $533K in Q3 2021. 605 funds tracked by Wall St. Rank hold WRK as of Q2 2022.

  • Miller Investment Management reported no remaining WestRock Company position as of Q2 2022 after selling out during the quarter.
  • Miller Investment Management sold 4,609 WestRock Company shares in Q2 2022, an estimated $217K.
  • Miller Investment Management first reported a position in WestRock Company in Q3 2021 and held it in 2 quarters.
  • Miller Investment Management's WestRock Company position peaked at $533K in Q3 2021.
  • 605 funds tracked by Wall St. Rank held WestRock Company as of Q2 2022.

Based on Miller Investment Management's 13F filing for Q2 2022, filed 15 Aug 2022.