Trust Company of Vermont’s WestRock Company WRK Stock Holding History

Trust Company of Vermont’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 Q1	–	Sell	-2	Closed	-$83	–	903
2023 Q4	$83	Buy	+2	New	+$77	﹤0.01%	785
2019 Q1	–	Sell	-128	Closed	-$5K	–	1039
2018 Q4	$5K	Sell	128 -113	-47%	-$4.99K	﹤0.01%	842
2018 Q3	$13K	Hold	241	–	–	﹤0.01%	766
2018 Q2	$14K	Buy	+241	New	+$14.8K	﹤0.01%	764
2016 Q1	–	Sell	-62	Closed	-$3K	–	790
2015 Q4	$3K	Buy	+62	New	+$2.82K	﹤0.01%	727

Other funds holding WRK

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Greenhaven Associates Purchase, New York $8.66B AUM 17.37% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

DKCM

Davidson Kempner Capital Management New York $7.33B AUM 56.47% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Trust Company of Vermont's WRK Position: Q1 2024 in Review

Trust Company of Vermont sold out of WestRock Company (WRK) in Q1 2024, closing a stake of 2 shares — an estimated $83 sold.

Trust Company of Vermont first reported a position in WRK in Q4 2015 and held it in 5 quarters. The position peaked at $14K in Q2 2018. 589 funds tracked by Wall St. Rank hold WRK as of Q1 2024.

Trust Company of Vermont reported no remaining WestRock Company position as of Q1 2024 after selling out during the quarter.
Trust Company of Vermont sold 2 WestRock Company shares in Q1 2024, an estimated $83.
Trust Company of Vermont first reported a position in WestRock Company in Q4 2015 and held it in 5 quarters.
Trust Company of Vermont's WestRock Company position peaked at $14K in Q2 2018.
589 funds tracked by Wall St. Rank held WestRock Company as of Q1 2024.

Based on Trust Company of Vermont's 13F filing for Q1 2024, filed 3 May 2024.