TC
WRK

TwinBeech Capital’s WestRock Company WRK Stock Holding History

TwinBeech Capital’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
2023
Q4 		– Sell
-374,417
Closed -$13.4M – 957
2023
Q3 		$13.4M Buy
374,417
+323,969
+642% +$10.6M 0.26% 114
2023
Q2 		$1.47M Buy
+50,448
New +$1.46M 0.03% 413
2023
Q1 		– Sell
-505,258
Closed -$17.8M – 949
2022
Q4 		$17.8M Buy
505,258
+448,787
+795% +$15.6M 0.34% 80
2022
Q3 		$1.74M Buy
56,471
+30,246
+115% +$1.19M 0.05% 363
2022
Q2 		$1.04M Buy
+26,225
New +$1.23M 0.05% 320
2022
Q1 		– Sell
-148,799
Closed -$6.6M – 802
2021
Q4 		$6.6M Buy
+148,799
New +$7M 0.38% 77
2021
Q1 		– Sell
-38,289
Closed -$1.67M – 710
2020
Q4 		$1.67M Buy
+38,289
New +$1.58M 0.27% 121

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
GA
Greenhaven Associates Purchase, New York $6.07B AUM 11.2% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
DKCM
Davidson Kempner Capital Management New York $7.33B AUM 56.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return

TwinBeech Capital's WRK Position: Q4 2023 in Review

TwinBeech Capital sold out of WestRock Company (WRK) in Q4 2023, closing a stake of 374,417 shares — an estimated $13.4M sold.

TwinBeech Capital first reported a position in WRK in Q4 2020 and held it in 7 quarters. The position peaked at $17.8M in Q4 2022. 611 funds tracked by Wall St. Rank hold WRK as of Q4 2023.

  • TwinBeech Capital reported no remaining WestRock Company position as of Q4 2023 after selling out during the quarter.
  • TwinBeech Capital sold 374,417 WestRock Company shares in Q4 2023, an estimated $13.4M.
  • TwinBeech Capital first reported a position in WestRock Company in Q4 2020 and held it in 7 quarters.
  • TwinBeech Capital's WestRock Company position peaked at $17.8M in Q4 2022.
  • 611 funds tracked by Wall St. Rank held WestRock Company as of Q4 2023.

Based on TwinBeech Capital's 13F filing for Q4 2023, filed 14 Feb 2024.