Schroder Investment Management Group
WRK

Schroder Investment Management Group’s WestRock Company WRK Stock Holding History

Schroder Investment Management Group’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
-5,655
Closed -$284K – 1282
2024
Q2 		$284K Sell
5,655
-13,296
-70% -$671K ﹤0.01% 1151
2024
Q1 		$937K Buy
18,951
+4,974
+36% +$217K ﹤0.01% 1037
2023
Q4 		$580K Sell
13,977
-1,559
-10% -$60K ﹤0.01% 1071
2023
Q3 		$556K Sell
15,536
-5,360
-26% -$176K ﹤0.01% 1079
2023
Q2 		$607K Sell
20,896
-3,618
-15% -$105K ﹤0.01% 1102
2023
Q1 		$747K Sell
24,514
-13,874
-36% -$458K ﹤0.01% 1093
2022
Q4 		$1.35M Sell
38,388
-96,577
-72% -$3.37M ﹤0.01% 1011
2022
Q3 		$4.17M Buy
134,965
+7,866
+6% +$311K 0.01% 811
2022
Q2 		$5.11M Buy
127,099
+7,363
+6% +$346K 0.01% 787
2022
Q1 		$5.67M Buy
119,736
+17,840
+18% +$815K 0.01% 808
2021
Q4 		$4.52M Buy
101,896
+91,362
+867% +$4.3M 0.01% 781
2021
Q3 		$525K Buy
10,534
+1,603
+18% +$81K ﹤0.01% 1198
2021
Q2 		$476K Sell
8,931
-56,800
-86% -$3.18M ﹤0.01% 1229
2021
Q1 		$3.42M Buy
65,731
+58,492
+808% +$2.73M ﹤0.01% 909
2020
Q4 		$315K Hold
7,239
– – ﹤0.01% 1255
2020
Q3 		$254K Hold
7,239
– – ﹤0.01% 1160
2020
Q2 		$205K Hold
7,239
– – ﹤0.01% 1091
2020
Q1 		$210K Sell
7,239
-15,586
-68% -$560K ﹤0.01% 1101
2019
Q4 		$979K Sell
22,825
-116,486
-84% -$4.54M ﹤0.01% 977
2019
Q3 		$5.08M Buy
139,311
+57,030
+69% +$2.04M 0.01% 745
2019
Q2 		$3M Buy
82,281
+67,370
+452% +$2.48M 0.01% 767
2019
Q1 		$572K Buy
14,911
+1,421
+11% +$55.6K ﹤0.01% 988
2018
Q4 		$509 Hold
13,490
– – ﹤0.01% 996
2018
Q3 		$721K Sell
13,490
-686
-5% -$38.4K ﹤0.01% 984
2018
Q2 		$809K Buy
+14,176
New +$869K ﹤0.01% 975
2017
Q2 		– Sell
-25,165
Closed -$1.32M – 1350
2017
Q1 		$1.32M Sell
25,165
-271,748
-92% -$14.3M ﹤0.01% 915
2016
Q4 		$15.1M Buy
+296,913
New +$14.6M 0.03% 558
2016
Q2 		– Sell
-30,908
Closed -$1.06M – 1215
2016
Q1 		$1.06M Sell
30,908
-5,556
-15% -$181K ﹤0.01% 907
2015
Q4 		$1.5M Sell
36,464
-139,729
-79% -$6.36M ﹤0.01% 898
2015
Q3 		$8.17M Buy
+176,193
New +$9.44M 0.02% 645

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

Schroder Investment Management Group's WRK Position: Q3 2024 in Review

Schroder Investment Management Group sold out of WestRock Company (WRK) in Q3 2024, closing a stake of 5,655 shares — an estimated $284K sold.

Schroder Investment Management Group first reported a position in WRK in Q3 2015 and held it in 30 quarters. The position peaked at $15.1M in Q4 2016. 6 funds tracked by Wall St. Rank hold WRK as of Q3 2024.

  • Schroder Investment Management Group reported no remaining WestRock Company position as of Q3 2024 after selling out during the quarter.
  • Schroder Investment Management Group sold 5,655 WestRock Company shares in Q3 2024, an estimated $284K.
  • Schroder Investment Management Group first reported a position in WestRock Company in Q3 2015 and held it in 30 quarters.
  • Schroder Investment Management Group's WestRock Company position peaked at $15.1M in Q4 2016.
  • 6 funds tracked by Wall St. Rank held WestRock Company as of Q3 2024.

Based on Schroder Investment Management Group's 13F filing for Q3 2024, filed 13 Nov 2024.