UBS Group
WRK

UBS Group’s WestRock Company WRK Stock Holding History

UBS Group’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
-3,700
Closed -$186K – 10486
2024
Q2 		$186K Buy
+3,700
New +$187K ﹤0.01% 5714
2024
Q1 		– Sell
-100
Closed -$4.15K – 10272
2023
Q4 		$4.15K Sell
100
-5,000
-98% -$192K ﹤0.01% 7896
2023
Q3 		$183K Buy
+5,100
New +$167K ﹤0.01% 5421

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

UBS Group's WRK Position: Q3 2024 in Review

UBS Group sold out of WestRock Company (WRK) in Q3 2024, closing a stake of 3,210,230 shares — an estimated $161M sold.

UBS Group first reported a position in WRK in Q3 2015 and held it in 36 quarters. The position peaked at $161M in Q2 2024. 6 funds tracked by Wall St. Rank hold WRK as of Q3 2024.

  • UBS Group reported no remaining WestRock Company position as of Q3 2024 after selling out during the quarter.
  • UBS Group sold 3,210,230 WestRock Company shares in Q3 2024, an estimated $161M.
  • UBS Group first reported a position in WestRock Company in Q3 2015 and held it in 36 quarters.
  • UBS Group's WestRock Company position peaked at $161M in Q2 2024.
  • 6 funds tracked by Wall St. Rank held WestRock Company as of Q3 2024.

Based on UBS Group's 13F filing for Q3 2024, filed 14 Nov 2024.