SJS Investment Consulting’s Westlake Corp WLK Stock Holding History

SJS Investment Consulting’s Portfolio WLK Stock Details WLK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$2.57K	Buy	+22	New	+$2.13K	﹤0.01%	1215
2025 Q2	–	Sell	-9	Closed	-$901	–	1675
2025 Q1	$901	Sell	9 -3	-25%	-$332	﹤0.01%	1036
2024 Q4	$1.38K	Sell	12 -7	-37%	-$911	﹤0.01%	886
2024 Q3	$2.86K	Hold	19	–	–	﹤0.01%	644
2024 Q2	$2.75K	Hold	19	–	–	﹤0.01%	591
2024 Q1	$2.9K	Buy	19 +1	+6%	+$141	﹤0.01%	603
2023 Q4	$2.52K	Hold	18	–	–	﹤0.01%	569
2023 Q3	$2.25K	Buy	18 +1	+6%	+$128	﹤0.01%	589
2023 Q2	$2.03K	Sell	17 -2	-11%	-$229	﹤0.01%	602
2023 Q1	$2.2K	Buy	19 +3	+19%	+$346	﹤0.01%	571
2022 Q4	$1.64K	Buy	16 +4	+33%	+$403	﹤0.01%	715
2022 Q3	$1K	Buy	+12	New	+$1.15K	﹤0.01%	946
2022 Q1	$0	Buy	+2	New	+$218	﹤0.01%	1386

Other funds holding WLK

Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return

Capital World Investors

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

T. Rowe Price Associates

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Brandes Investment Partners La Jolla, California $14.1B AUM 25.52% 1-Year Est. Return

Wellington Management Group

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return