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New England Research & Management’s Westlake Corp WLK Stock Holding History

New England Research & Management’s Portfolio WLK Stock Details WLK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q3 		– Sell
-4,350
Closed -$233K – 163
2020
Q2 		$233K Buy
+4,350
New +$200K 0.17% 134
2020
Q1 		– Sell
-5,400
Closed -$379K – 170
2019
Q4 		$379K Buy
+5,400
New +$363K 0.25% 116

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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

New England Research & Management's WLK Position: Q3 2020 in Review

New England Research & Management sold out of Westlake Corp (WLK) in Q3 2020, closing a stake of 4,350 shares — an estimated $233K sold.

New England Research & Management first reported a position in WLK in Q4 2019 and held it in 2 quarters. The position peaked at $379K in Q4 2019. 205 funds tracked by Wall St. Rank hold WLK as of Q3 2020.

  • New England Research & Management reported no remaining Westlake Corp position as of Q3 2020 after selling out during the quarter.
  • New England Research & Management sold 4,350 Westlake Corp shares in Q3 2020, an estimated $233K.
  • New England Research & Management first reported a position in Westlake Corp in Q4 2019 and held it in 2 quarters.
  • New England Research & Management's Westlake Corp position peaked at $379K in Q4 2019.
  • 205 funds tracked by Wall St. Rank held Westlake Corp as of Q3 2020.

Based on New England Research & Management's 13F filing for Q3 2020, filed 8 Oct 2020.