Mirova’s WestRock Company WRK Stock Holding History

Mirova’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	-3,275	Closed	-$165K	–	124
2024 Q2	$165K	Buy	+3,275	New	+$165K	0.03%	109
2023 Q3	–	Sell	-16,102	Closed	-$468K	–	163
2023 Q2	$468K	Sell	16,102 -26,737	-62%	-$776K	0.08%	93
2023 Q1	$1.31M	Buy	42,839 +33,839	+376%	+$1.12M	0.19%	82
2022 Q4	$316K	Buy	+9,000	New	+$314K	0.05%	138
2022 Q2	–	Sell	-13,960	Closed	-$656K	–	214
2022 Q1	$656K	Sell	13,960 -9	-0.1%	-$411	0.09%	111
2021 Q4	$619K	Buy	+13,969	New	+$657K	0.07%	114

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

Mirova's WRK Position: Q3 2024 in Review

Mirova sold out of WestRock Company (WRK) in Q3 2024, closing a stake of 3,275 shares — an estimated $165K sold.

Mirova first reported a position in WRK in Q4 2021 and held it in 6 quarters. The position peaked at $1.31M in Q1 2023. 6 funds tracked by Wall St. Rank hold WRK as of Q3 2024.

Mirova reported no remaining WestRock Company position as of Q3 2024 after selling out during the quarter.
Mirova sold 3,275 WestRock Company shares in Q3 2024, an estimated $165K.
Mirova first reported a position in WestRock Company in Q4 2021 and held it in 6 quarters.
Mirova's WestRock Company position peaked at $1.31M in Q1 2023.
6 funds tracked by Wall St. Rank held WestRock Company as of Q3 2024.

Based on Mirova's 13F filing for Q3 2024, filed 13 Nov 2024.