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Perkins Investment Management’s Westlake Corp WLK Stock Holding History

Perkins Investment 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
2017
Q1 		$89.8M Buy
1,360,194
+64,300
+5% +$4.07M 1.11% 22
2016
Q4 		$72.6M Sell
1,295,894
-34,750
-3% -$1.9M 0.93% 35
2016
Q3 		$71.2M Buy
1,330,644
+197,903
+17% +$9.55M 0.98% 28
2016
Q2 		$48.6M Buy
1,132,741
+640,632
+130% +$29.3M 0.73% 59
2016
Q1 		$22.8M Buy
+492,109
New +$22.3M 0.34% 100

Other funds holding WLK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
SCP
Soroban Capital Partners New York $51.8B AUM 21.41% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
TCIM
TIAA CREF Investment Management New York $141B AUM 14.18% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
SCM
Shapiro Capital Management Atlanta, Georgia $1.6B AUM 13.27% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Perkins Investment Management's WLK Position: Q1 2017 in Review

Perkins Investment Management increased its Westlake Corp (WLK) stake by 5% in Q1 2017, buying an estimated $4.07M and bringing the position to 1,360,194 shares worth $89.8M. The position accounts for 1.11% of the portfolio, ranked #22.

Perkins Investment Management first reported a position in WLK in Q1 2016 and has held it in 5 quarters since. 221 funds tracked by Wall St. Rank hold WLK as of Q1 2017.

  • Perkins Investment Management held 1,360,194 shares of Westlake Corp worth $89.8M as of Q1 2017.
  • Perkins Investment Management bought 64,300 Westlake Corp shares in Q1 2017, an estimated $4.07M.
  • Westlake Corp made up 1.11% of Perkins Investment Management's portfolio in Q1 2017, its #22 holding.
  • Perkins Investment Management first reported a position in Westlake Corp in Q1 2016 and has held it in 5 quarters since.
  • 221 funds tracked by Wall St. Rank held Westlake Corp as of Q1 2017.

Based on Perkins Investment Management's 13F filing for Q1 2017, filed 15 May 2017.