SK
WRK

Sarah Ketterer’s WestRock Company WRK Stock Holding History

Sarah Ketterer’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
2023
Q3 		– Sell
-2,111,676
Closed -$61.4M – 97
2023
Q2 		$61.4M Sell
2,111,676
-5,339
-0.3% -$155K 1.62% 12
2023
Q1 		$64.5M Buy
2,117,015
+628,019
+42% +$20.7M 1.55% 14
2022
Q4 		$52.4M Buy
1,488,996
+185,591
+14% +$6.47M 1.52% 19
2022
Q3 		$40.3M Buy
1,303,405
+124,796
+11% +$4.93M 1.13% 26
2022
Q2 		$47M Sell
1,178,609
-897,400
-43% -$42.2M 1.17% 29
2022
Q1 		$97.6M Buy
2,076,009
+62,706
+3% +$2.86M 2.33% 13
2021
Q4 		$89.3M Buy
2,013,303
+351,794
+21% +$16.6M 1.96% 18
2021
Q3 		$82.8M Buy
1,661,509
+437,319
+36% +$22.1M 1.86% 18
2021
Q2 		$65.2M Buy
1,224,190
+201,781
+20% +$11.3M 1.33% 24
2021
Q1 		$53.2M Buy
+1,022,409
New +$47.7M 1.05% 28
2020
Q1 		– Sell
-1,522,348
Closed -$65.3M – 96
2019
Q4 		$65.3M Buy
+1,522,348
New +$59.4M 0.7% 34

Other funds holding WRK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
GA
Greenhaven Associates Purchase, New York $8.66B AUM 17.37% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Sarah Ketterer's WRK Position: Q3 2023 in Review

Sarah Ketterer sold out of WestRock Company (WRK) in Q3 2023, closing a stake of 2,111,676 shares — an estimated $61.4M sold.

Sarah Ketterer first reported a position in WRK in Q4 2019 and held it in 11 quarters. The position peaked at $97.6M in Q1 2022. 593 funds tracked by Wall St. Rank hold WRK as of Q3 2023.

  • Sarah Ketterer reported no remaining WestRock Company position as of Q3 2023 after selling out during the quarter.
  • Sarah Ketterer sold 2,111,676 WestRock Company shares in Q3 2023, an estimated $61.4M.
  • Sarah Ketterer first reported a position in WestRock Company in Q4 2019 and held it in 11 quarters.
  • Sarah Ketterer's WestRock Company position peaked at $97.6M in Q1 2022.
  • 593 funds tracked by Wall St. Rank held WestRock Company as of Q3 2023.

Based on Causeway Capital Management's 13F filing for Q3 2023, filed 13 Nov 2023.