NYLIM
WRK

New York Life Investment Management’s WestRock Company WRK Stock Holding History

New York Life 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
2024
Q3 		– Sell
-67,140
Closed -$3.37M – 892
2024
Q2 		$3.37M Sell
67,140
-392,978
-85% -$19.8M 0.03% 431
2024
Q1 		$22.8M Sell
460,118
-90,741
-16% -$3.97M 0.23% 83
2023
Q4 		$22.9M Buy
550,859
+487,754
+773% +$18.8M 0.23% 79
2023
Q3 		$2.26M Buy
63,105
+14,797
+31% +$485K 0.02% 490
2023
Q2 		$1.4M Buy
48,308
+5,971
+14% +$173K 0.01% 567
2023
Q1 		$1.29M Buy
42,337
+1,364
+3% +$45K 0.01% 579
2022
Q4 		$1.44M Buy
40,973
+816
+2% +$28.4K 0.02% 570
2022
Q3 		$1.24M Sell
40,157
-425
-1% -$16.8K 0.02% 590
2022
Q2 		$1.62M Buy
+40,582
New +$1.91M 0.02% 548

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 $18.1B AUM 24.69% 1-Year Est. Return

New York Life Investment Management's WRK Position: Q3 2024 in Review

New York Life Investment Management sold out of WestRock Company (WRK) in Q3 2024, closing a stake of 67,140 shares — an estimated $3.37M sold.

New York Life Investment Management first reported a position in WRK in Q2 2022 and held it in 9 quarters. The position peaked at $22.9M in Q4 2023. 6 funds tracked by Wall St. Rank hold WRK as of Q3 2024.

  • New York Life Investment Management reported no remaining WestRock Company position as of Q3 2024 after selling out during the quarter.
  • New York Life Investment Management sold 67,140 WestRock Company shares in Q3 2024, an estimated $3.37M.
  • New York Life Investment Management first reported a position in WestRock Company in Q2 2022 and held it in 9 quarters.
  • New York Life Investment Management's WestRock Company position peaked at $22.9M in Q4 2023.
  • 6 funds tracked by Wall St. Rank held WestRock Company as of Q3 2024.

Based on New York Life Investment Management's 13F filing for Q3 2024, filed 7 Nov 2024.