SAM
WRK

Sycomore Asset Management’s WestRock Company WRK Stock Holding History

Sycomore Asset 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
2024
Q3 		– Sell
-8,475
Closed -$421K – 77
2024
Q2 		$421K Sell
8,475
-1,525
-15% -$77K 0.07% 62
2024
Q1 		$456K Buy
+10,000
New +$437K 0.1% 60

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 $6.39B AUM 29.64% 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

Sycomore Asset Management's WRK Position: Q3 2024 in Review

Sycomore Asset Management sold out of WestRock Company (WRK) in Q3 2024, closing a stake of 8,475 shares — an estimated $421K sold.

Sycomore Asset Management first reported a position in WRK in Q1 2024 and held it in 2 quarters. The position peaked at $456K in Q1 2024. 6 funds tracked by Wall St. Rank hold WRK as of Q3 2024.

  • Sycomore Asset Management reported no remaining WestRock Company position as of Q3 2024 after selling out during the quarter.
  • Sycomore Asset Management sold 8,475 WestRock Company shares in Q3 2024, an estimated $421K.
  • Sycomore Asset Management first reported a position in WestRock Company in Q1 2024 and held it in 2 quarters.
  • Sycomore Asset Management's WestRock Company position peaked at $456K in Q1 2024.
  • 6 funds tracked by Wall St. Rank held WestRock Company as of Q3 2024.

Based on Sycomore Asset Management's 13F filing for Q3 2024, filed 6 Nov 2024.