Triad Investment Management’s WestRock Company WRK Stock Holding History

Triad Investment 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
2020 Q4	$2.34M	Sell	53,858 -43,014	-44%	-$1.78M	2.6%	18
2020 Q3	$3.37M	Sell	96,872 -6,059	-6%	-$187K	4.77%	4
2020 Q2	$2.91M	Sell	102,931 -812	-0.8%	-$23.1K	3.94%	7
2020 Q1	$2.93M	Sell	103,743 -4,048	-4%	-$146K	5.09%	4
2019 Q4	$4.63M	Buy	107,791 +1,774	+2%	+$69.2K	4.48%	2
2019 Q3	$3.86M	Buy	106,017 +3,995	+4%	+$143K	4.2%	5
2019 Q2	$3.72M	Buy	102,022 +33,785	+50%	+$1.24M	3.85%	7
2019 Q1	$2.62M	Buy	68,237 +14,859	+28%	+$581K	2.67%	16
2018 Q4	$2.02M	Buy	+53,378	New	+$2.35M	2.64%	17

Other funds holding WRK

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

KBC Group Brussels, Belgium $46.3B AUM 43.9% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Triad Investment Management's WRK Position: Q4 2020 in Review

Triad Investment Management reduced its WestRock Company (WRK) stake by 44% in Q4 2020, selling an estimated $1.78M and leaving 53,858 shares worth $2.34M. The position accounts for 2.6% of the portfolio, ranked #18.

Triad Investment Management first reported a position in WRK in Q4 2018 and has held it in 9 quarters since. The position peaked at $4.63M in Q4 2019. 602 funds tracked by Wall St. Rank hold WRK as of Q4 2020.

Triad Investment Management held 53,858 shares of WestRock Company worth $2.34M as of Q4 2020.
Triad Investment Management sold 43,014 WestRock Company shares in Q4 2020, an estimated $1.78M.
WestRock Company made up 2.6% of Triad Investment Management's portfolio in Q4 2020, its #18 holding.
Triad Investment Management first reported a position in WestRock Company in Q4 2018 and has held it in 9 quarters since.
Triad Investment Management's WestRock Company position peaked at $4.63M in Q4 2019.
602 funds tracked by Wall St. Rank held WestRock Company as of Q4 2020.

Based on Triad Investment Management's 13F filing for Q4 2020, filed 20 Jan 2021.