Opus Investment Management’s WestRock Company WRK Stock Holding History

Opus 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
2021 Q1	–	Sell	-51,535	Closed	-$2.24M	–	104
2020 Q4	$2.24M	Hold	51,535	–	–	0.35%	76
2020 Q3	$1.79M	Hold	51,535	–	–	0.34%	74
2020 Q2	$1.46M	Hold	51,535	–	–	0.3%	79
2020 Q1	$1.46M	Buy	51,535 +30,335	+143%	+$1.09M	0.31%	78
2019 Q4	$910K	Buy	+21,200	New	+$827K	0.15%	87

Other funds holding WRK

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

PAMU

Pictet Asset Management (UK) London, United Kingdom $91.8B AUM 47.77% 1-Year Est. Return

Opus Investment Management's WRK Position: Q1 2021 in Review

Opus Investment Management sold out of WestRock Company (WRK) in Q1 2021, closing a stake of 51,535 shares — an estimated $2.24M sold.

Opus Investment Management first reported a position in WRK in Q4 2019 and held it in 5 quarters. The position peaked at $2.24M in Q4 2020. 588 funds tracked by Wall St. Rank hold WRK as of Q1 2021.

Opus Investment Management reported no remaining WestRock Company position as of Q1 2021 after selling out during the quarter.
Opus Investment Management sold 51,535 WestRock Company shares in Q1 2021, an estimated $2.24M.
Opus Investment Management first reported a position in WestRock Company in Q4 2019 and held it in 5 quarters.
Opus Investment Management's WestRock Company position peaked at $2.24M in Q4 2020.
588 funds tracked by Wall St. Rank held WestRock Company as of Q1 2021.

Based on Opus Investment Management's 13F filing for Q1 2021, filed 10 May 2021.