SM
WRK

SG3 Management’s WestRock Company WRK Stock Holding History

SG3 Management’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
2021
Q2 		– Sell
-20,000
Closed -$1.04M – 1411
2021
Q1 		$1.04M Sell
20,000
-82,500
-80% -$3.85M 0.03% 598
2020
Q4 		$4.46M Sell
102,500
-110,500
-52% -$4.56M 0.09% 218
2020
Q3 		$7.4M Buy
+213,000
New +$6.58M 0.27% 86

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BlackRock
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State Street
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PAMU
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JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return