Neuberger Berman Group
WRK

Neuberger Berman Group’s WestRock Company WRK Stock Holding History

Neuberger Berman Group’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
-27,624
Closed -$1.39M – 2023
2024
Q2 		$1.39M Buy
27,624
+9,188
+50% +$464K ﹤0.01% 1187
2024
Q1 		$912K Sell
18,436
-17,814
-49% -$778K ﹤0.01% 1315
2023
Q4 		$1.51M Buy
36,250
+18,240
+101% +$701K ﹤0.01% 1363
2023
Q3 		$645K Sell
18,010
-1,506
-8% -$49.4K ﹤0.01% 1382
2023
Q2 		$567K Buy
19,516
+11,149
+133% +$323K ﹤0.01% 1412
2023
Q1 		$255K Buy
+8,367
New +$276K ﹤0.01% 1651
2022
Q4 		– Sell
-9,084
Closed -$281K – 1894
2022
Q3 		$281K Sell
9,084
-336
-4% -$13.3K ﹤0.01% 1632
2022
Q2 		$376K Sell
9,420
-43
-0.5% -$2.02K ﹤0.01% 1569
2022
Q1 		$445K Buy
9,463
+1,178
+14% +$53.8K ﹤0.01% 1572
2021
Q4 		$329K Buy
+8,285
New +$390K ﹤0.01% 1692
2021
Q2 		– Sell
-6,142
Closed -$253K – 1845
2021
Q1 		$253K Buy
6,142
+814
+15% +$38K ﹤0.01% 1652
2020
Q4 		$219K Buy
+5,328
New +$220K ﹤0.01% 1603
2020
Q3 		– Sell
-131,762
Closed -$3.72M – 1680
2020
Q2 		$3.72M Buy
131,762
+10,431
+9% +$296K ﹤0.01% 879
2020
Q1 		$3.43M Sell
121,331
-14,340
-11% -$515K 0.01% 850
2019
Q4 		$5.82M Buy
+135,671
New +$5.29M 0.01% 834
2019
Q1 		– Sell
-14,067
Closed -$531K – 1634
2018
Q4 		$531K Sell
14,067
-4,472
-24% -$197K ﹤0.01% 1249
2018
Q3 		$991K Sell
18,539
-2,644
-12% -$148K ﹤0.01% 1194
2018
Q2 		$1.24M Sell
21,183
-9,869
-32% -$605K ﹤0.01% 1179
2018
Q1 		$2.04M Buy
31,052
+4,550
+17% +$301K ﹤0.01% 1023
2017
Q4 		$1.68M Buy
26,502
+14,755
+126% +$896K ﹤0.01% 1060
2017
Q3 		$666K Sell
11,747
-768
-6% -$43.8K ﹤0.01% 1236
2017
Q2 		$709K Buy
12,515
+466
+4% +$25.3K ﹤0.01% 1235
2017
Q1 		$627K Buy
12,049
+914
+8% +$48.2K ﹤0.01% 1252
2016
Q4 		$565K Buy
11,135
+156
+1% +$7.67K ﹤0.01% 1268
2016
Q3 		$532K Sell
10,979
-821
-7% -$36.7K ﹤0.01% 1258
2016
Q2 		$459K Buy
11,800
+4,888
+71% +$183K ﹤0.01% 1261
2016
Q1 		$243K Sell
6,912
-3,483
-34% -$113K ﹤0.01% 1400
2015
Q4 		$427K Buy
10,395
+2,695
+35% +$123K ﹤0.01% 1309
2015
Q3 		$357K Buy
+7,700
New +$413K ﹤0.01% 1348

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

Neuberger Berman Group's WRK Position: Q3 2024 in Review

Neuberger Berman Group sold out of WestRock Company (WRK) in Q3 2024, closing a stake of 27,624 shares — an estimated $1.39M sold.

Neuberger Berman Group first reported a position in WRK in Q3 2015 and held it in 29 quarters. The position peaked at $5.82M in Q4 2019. 6 funds tracked by Wall St. Rank hold WRK as of Q3 2024.

  • Neuberger Berman Group reported no remaining WestRock Company position as of Q3 2024 after selling out during the quarter.
  • Neuberger Berman Group sold 27,624 WestRock Company shares in Q3 2024, an estimated $1.39M.
  • Neuberger Berman Group first reported a position in WestRock Company in Q3 2015 and held it in 29 quarters.
  • Neuberger Berman Group's WestRock Company position peaked at $5.82M in Q4 2019.
  • 6 funds tracked by Wall St. Rank held WestRock Company as of Q3 2024.

Based on Neuberger Berman Group's 13F filing for Q3 2024, filed 14 Nov 2024.