Salomon & Ludwin’s WestRock Company WRK Stock Holding History

Salomon & Ludwin’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 Q1	–	Sell	-1,855	Closed	-$66.4K	–	891
2023 Q4	$66.4K	Hold	1,855	–	–	0.01%	275
2023 Q3	$66.4K	Buy	+1,855	New	+$60.8K	0.01%	275

Other funds holding WRK

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

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

Greenhaven Associates Purchase, New York $8.66B AUM 17.37% 1-Year Est. Return

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

DKCM

Davidson Kempner Capital Management New York $7.33B AUM 56.47% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

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

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

Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Salomon & Ludwin's WRK Position: Q1 2024 in Review

Salomon & Ludwin sold out of WestRock Company (WRK) in Q1 2024, closing a stake of 1,855 shares — an estimated $66.4K sold.

Salomon & Ludwin first reported a position in WRK in Q3 2023 and held it in 2 quarters. The position peaked at $66.4K in Q4 2023. 589 funds tracked by Wall St. Rank hold WRK as of Q1 2024.

Salomon & Ludwin reported no remaining WestRock Company position as of Q1 2024 after selling out during the quarter.
Salomon & Ludwin sold 1,855 WestRock Company shares in Q1 2024, an estimated $66.4K.
Salomon & Ludwin first reported a position in WestRock Company in Q3 2023 and held it in 2 quarters.
Salomon & Ludwin's WestRock Company position peaked at $66.4K in Q4 2023.
589 funds tracked by Wall St. Rank held WestRock Company as of Q1 2024.

Based on Salomon & Ludwin's 13F filing for Q1 2024, filed 2 May 2024.