SI
WRK

Sapience Investments’s WestRock Company WRK Stock Holding History

Sapience Investments’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
-10,098
Closed -$508K – 93
2024
Q2 		$508K Sell
10,098
-1,927
-16% -$97.3K 0.26% 76
2024
Q1 		$595K Hold
12,025
– – 0.2% 76
2023
Q4 		$499K Sell
12,025
-5,160
-30% -$198K 0.12% 78
2023
Q3 		$615K Buy
17,185
+2,550
+17% +$83.6K 0.15% 63
2023
Q2 		$425K Sell
14,635
-2,894
-17% -$84K 0.1% 71
2023
Q1 		$534K Buy
17,529
+2,783
+19% +$91.8K 0.12% 72
2022
Q4 		$518K Hold
14,746
– – 0.11% 76
2022
Q3 		$456K Sell
14,746
-2,260
-13% -$89.3K 0.1% 78
2022
Q2 		$678K Sell
17,006
-655
-4% -$30.8K 0.13% 78
2022
Q1 		$831K Sell
17,661
-2
-0% -$91 0.1% 81
2021
Q4 		$784K Sell
17,663
-280
-2% -$13.2K 0.09% 81
2021
Q3 		$894K Buy
17,943
+1,720
+11% +$86.9K 0.11% 75
2021
Q2 		$863K Sell
16,223
-6,834
-30% -$382K 0.11% 78
2021
Q1 		$1.2M Buy
23,057
+1,907
+9% +$89K 0.15% 72
2020
Q4 		$921K Sell
21,150
-49,320
-70% -$2.04M 0.13% 74
2020
Q3 		$2.45M Hold
70,470
– – 0.43% 70
2020
Q2 		$1.99M Sell
70,470
-30,280
-30% -$860K 0.37% 72
2020
Q1 		$2.85M Sell
100,750
-1,280
-1% -$46K 0.63% 68
2019
Q4 		$4.38M Sell
102,030
-250
-0.2% -$9.75K 0.61% 59
2019
Q3 		$3.73M Buy
102,280
+550
+0.5% +$19.6K 0.52% 61
2019
Q2 		$3.71M Buy
101,730
+29,880
+42% +$1.1M 0.51% 60
2019
Q1 		$2.75M Buy
71,850
+220
+0.3% +$8.61K 0.37% 77
2018
Q4 		$2.71M Buy
71,630
+25,520
+55% +$1.13M 0.44% 74
2018
Q3 		$2.46M Buy
46,110
+18,300
+66% +$1.03M 0.3% 80
2018
Q2 		$1.59M Sell
27,810
-1,820
-6% -$112K 0.21% 81
2018
Q1 		$1.9M Sell
29,630
-230
-0.8% -$15.2K 0.26% 74
2017
Q4 		$1.89M Buy
29,860
+2,600
+10% +$158K 0.26% 69
2017
Q3 		$1.55M Buy
27,260
+9,650
+55% +$551K 0.22% 70
2017
Q2 		$998K Buy
17,610
+10,210
+138% +$554K 0.16% 76
2017
Q1 		$385K Sell
7,400
-700
-9% -$36.9K 0.06% 81
2016
Q4 		$411K Buy
+8,100
New +$398K 0.13% 79

Other funds holding WRK

DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $60.6B AUM 23.27% 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 $7.52B AUM 29.01% 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

Sapience Investments's WRK Position: Q3 2024 in Review

Sapience Investments sold out of WestRock Company (WRK) in Q3 2024, closing a stake of 10,098 shares — an estimated $508K sold.

Sapience Investments first reported a position in WRK in Q4 2016 and held it in 31 quarters. The position peaked at $4.38M in Q4 2019. 6 funds tracked by Wall St. Rank hold WRK as of Q3 2024.

  • Sapience Investments reported no remaining WestRock Company position as of Q3 2024 after selling out during the quarter.
  • Sapience Investments sold 10,098 WestRock Company shares in Q3 2024, an estimated $508K.
  • Sapience Investments first reported a position in WestRock Company in Q4 2016 and held it in 31 quarters.
  • Sapience Investments's WestRock Company position peaked at $4.38M in Q4 2019.
  • 6 funds tracked by Wall St. Rank held WestRock Company as of Q3 2024.

Based on Sapience Investments's 13F filing for Q3 2024, filed 14 Nov 2024.