SLG
WRK

Stanley-Laman Group’s WestRock Company WRK Stock Holding History

Stanley-Laman 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
2020
Q3 		– Sell
-42,530
Closed -$1.2M – 259
2020
Q2 		$1.2M Hold
42,530
– – 0.29% 95
2020
Q1 		$1.2M Buy
+42,530
New +$1.53M 0.36% 73

Other funds holding WRK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Stanley-Laman Group's WRK Position: Q3 2020 in Review

Stanley-Laman Group sold out of WestRock Company (WRK) in Q3 2020, closing a stake of 42,530 shares — an estimated $1.2M sold.

Stanley-Laman Group first reported a position in WRK in Q1 2020 and held it in 2 quarters. The position peaked at $1.2M in Q2 2020. 539 funds tracked by Wall St. Rank hold WRK as of Q3 2020.

  • Stanley-Laman Group reported no remaining WestRock Company position as of Q3 2020 after selling out during the quarter.
  • Stanley-Laman Group sold 42,530 WestRock Company shares in Q3 2020, an estimated $1.2M.
  • Stanley-Laman Group first reported a position in WestRock Company in Q1 2020 and held it in 2 quarters.
  • Stanley-Laman Group's WestRock Company position peaked at $1.2M in Q2 2020.
  • 539 funds tracked by Wall St. Rank held WestRock Company as of Q3 2020.

Based on Stanley-Laman Group's 13F filing for Q3 2020, filed 20 Oct 2020.