Morgan Stanley
WRK

Morgan Stanley’s WestRock Company WRK Stock Holding History

Morgan Stanley’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
-4,170,334
Closed -$210M – 8149
2024
Q2 		$210M Buy
4,170,334
+779,668
+23% +$39.4M 0.02% 782
2024
Q1 		$168M Buy
3,390,666
+808,934
+31% +$35.3M 0.01% 882
2023
Q4 		$107M Sell
2,581,732
-160,115
-6% -$6.16M 0.01% 1108
2023
Q3 		$98.2M Sell
2,741,847
-124,524
-4% -$4.08M 0.01% 1069
2023
Q2 		$83.3M Sell
2,866,371
-639,005
-18% -$18.5M 0.01% 1197
2023
Q1 		$107M Buy
3,505,376
+448,965
+15% +$14.8M 0.01% 1021
2022
Q4 		$107M Sell
3,056,411
-81,804
-3% -$2.85M 0.01% 981
2022
Q3 		$96.9M Sell
3,138,215
-137,978
-4% -$5.45M 0.01% 913
2022
Q2 		$131M Buy
3,276,193
+1,038,711
+46% +$48.8M 0.02% 777
2022
Q1 		$105M Buy
2,237,482
+531,596
+31% +$24.3M 0.01% 830
2021
Q4 		$75.7M Buy
1,705,886
+148,440
+10% +$6.99M 0.01% 1062
2021
Q3 		$77.6M Sell
1,557,446
-268,497
-15% -$13.6M 0.01% 986
2021
Q2 		$97.2M Buy
1,825,943
+841,418
+85% +$47.1M 0.01% 861
2021
Q1 		$51.2M Sell
984,525
-121,115
-11% -$5.65M 0.01% 1159
2020
Q4 		$48.1M Sell
1,105,640
-479,989
-30% -$19.8M 0.01% 1129
2020
Q3 		$55.1M Buy
1,585,629
+667,300
+73% +$20.6M 0.01% 850
2020
Q2 		$26M Buy
918,329
+156,946
+21% +$4.46M 0.01% 1222
2020
Q1 		$21.5M Buy
761,383
+17,738
+2% +$638K 0.01% 1227
2019
Q4 		$31.9M Buy
743,645
+287,122
+63% +$11.2M 0.01% 1246
2019
Q3 		$16.6M Sell
456,523
-345,715
-43% -$12.3M ﹤0.01% 1641
2019
Q2 		$29.3M Buy
802,238
+89,558
+13% +$3.29M 0.01% 1205
2019
Q1 		$27.3M Sell
712,680
-441,185
-38% -$17.3M 0.01% 1219
2018
Q4 		$43.6M Buy
1,153,865
+332,609
+41% +$14.7M 0.01% 887
2018
Q3 		$43.9M Buy
821,256
+126,913
+18% +$7.11M 0.01% 1035
2018
Q2 		$39.6M Sell
694,343
-12,338
-2% -$757K 0.01% 1053
2018
Q1 		$45.3M Buy
706,681
+235,199
+50% +$15.5M 0.01% 985
2017
Q4 		$29.8M Sell
471,482
-31,096
-6% -$1.89M 0.01% 1344
2017
Q3 		$28.5M Sell
502,578
-422,734
-46% -$24.1M 0.01% 1292
2017
Q2 		$52.4M Sell
925,312
-293,606
-24% -$15.9M 0.02% 876
2017
Q1 		$63.4M Buy
1,218,918
+476,279
+64% +$25.1M 0.02% 776
2016
Q4 		$37.7M Sell
742,639
-667,919
-47% -$32.8M 0.01% 1054
2016
Q3 		$68.4M Buy
1,410,558
+854,961
+154% +$38.2M 0.02% 688
2016
Q2 		$21.6M Buy
555,597
+209,270
+60% +$7.85M 0.01% 1366
2016
Q1 		$12.2M Sell
346,327
-466,350
-57% -$15.2M ﹤0.01% 1703
2015
Q4 		$33.4M Buy
812,677
+405,442
+100% +$18.5M 0.01% 1055
2015
Q3 		$18.9M Buy
+407,235
New +$21.8M 0.01% 1422

Other funds holding WRK

DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $59.2B AUM 26.02% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
EI
Ethic Inc New York $8.02B AUM 45.39% 1-Year Est. Return
ASN
Advisory Services Network Atlanta, Georgia $8.83B AUM 38.5% 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 $20.6B AUM 34.61% 1-Year Est. Return

Morgan Stanley's WRK Position: Q3 2024 in Review

Morgan Stanley sold out of WestRock Company (WRK) in Q3 2024, closing a stake of 4,170,334 shares — an estimated $210M sold.

Morgan Stanley first reported a position in WRK in Q3 2015 and held it in 36 quarters. The position peaked at $210M in Q2 2024. 6 funds tracked by Wall St. Rank hold WRK as of Q3 2024.

  • Morgan Stanley reported no remaining WestRock Company position as of Q3 2024 after selling out during the quarter.
  • Morgan Stanley sold 4,170,334 WestRock Company shares in Q3 2024, an estimated $210M.
  • Morgan Stanley first reported a position in WestRock Company in Q3 2015 and held it in 36 quarters.
  • Morgan Stanley's WestRock Company position peaked at $210M in Q2 2024.
  • 6 funds tracked by Wall St. Rank held WestRock Company as of Q3 2024.

Based on Morgan Stanley's 13F filing for Q3 2024, filed 14 Nov 2024.