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Twin Capital Management’s Westlake Corp WLK Stock Holding History

Twin Capital Management’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
2024
Q1 		– Sell
-13,504
Closed -$1.89M – 297
2023
Q4 		$1.89M Sell
13,504
-344
-2% -$43.7K 0.25% 122
2023
Q3 		$1.73M Sell
13,848
-1,966
-12% -$252K 0.25% 118
2023
Q2 		$1.89M Sell
15,814
-1,867
-11% -$214K 0.25% 114
2023
Q1 		$2.05M Sell
17,681
-1,427
-7% -$165K 0.28% 110
2022
Q4 		$1.96M Sell
19,108
-1,485
-7% -$150K 0.25% 123
2022
Q3 		$1.79M Sell
20,593
-384
-2% -$36.8K 0.24% 124
2022
Q2 		$2.06M Sell
20,977
-663
-3% -$81.2K 0.26% 115
2022
Q1 		$2.67M Buy
21,640
+2,920
+16% +$318K 0.29% 110
2021
Q4 		$1.82M Buy
18,720
+280
+2% +$27.3K 0.18% 150
2021
Q3 		$1.68M Sell
18,440
-2,760
-13% -$236K 0.17% 148
2021
Q2 		$1.91M Buy
+21,200
New +$2.06M 0.18% 150
2019
Q1 		– Sell
-29,400
Closed -$1.95M – 279
2018
Q4 		$1.95M Sell
29,400
-570
-2% -$41.2K 0.11% 208
2018
Q3 		$2.49M Buy
29,970
+2,050
+7% +$200K 0.11% 209
2018
Q2 		$3M Buy
27,920
+50
+0.2% +$5.61K 0.15% 180
2018
Q1 		$3.1M Buy
+27,870
New +$3.1M 0.16% 172
2016
Q3 		– Sell
-30,284
Closed -$1.3M – 390
2016
Q2 		$1.3M Buy
+30,284
New +$1.38M 0.1% 281
2014
Q4 		– Sell
-12,130
Closed -$1.05M – 294
2014
Q3 		$1.05M Buy
12,130
+1,050
+9% +$95K 0.11% 196
2014
Q2 		$928K Sell
11,080
-2,310
-17% -$173K 0.09% 209
2014
Q1 		$886K Sell
13,390
-910
-6% -$57.8K 0.09% 230
2013
Q4 		$873K Buy
+14,300
New +$803K 0.09% 235

Other funds holding WLK

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Twin Capital Management's WLK Position: Q1 2024 in Review

Twin Capital Management sold out of Westlake Corp (WLK) in Q1 2024, closing a stake of 13,504 shares — an estimated $1.89M sold.

Twin Capital Management first reported a position in WLK in Q4 2013 and held it in 20 quarters. The position peaked at $3.1M in Q1 2018. 347 funds tracked by Wall St. Rank hold WLK as of Q1 2024.

  • Twin Capital Management reported no remaining Westlake Corp position as of Q1 2024 after selling out during the quarter.
  • Twin Capital Management sold 13,504 Westlake Corp shares in Q1 2024, an estimated $1.89M.
  • Twin Capital Management first reported a position in Westlake Corp in Q4 2013 and held it in 20 quarters.
  • Twin Capital Management's Westlake Corp position peaked at $3.1M in Q1 2018.
  • 347 funds tracked by Wall St. Rank held Westlake Corp as of Q1 2024.

Based on Twin Capital Management's 13F filing for Q1 2024, filed 13 May 2024.