Unio Capital’s WestRock Company WRK Stock Holding History

Unio 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
2018 Q2	–	Sell	-3,545	Closed	-$227K	–	73
2018 Q1	$227K	Sell	3,545 -15	-0.4%	-$991	0.19%	70
2017 Q4	$225K	Buy	+3,560	New	+$216K	0.19%	78

Other funds holding WRK

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

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

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

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

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

LCM

Lakewood Capital Management New York $1.58B AUM 0.92% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Unio Capital's WRK Position: Q2 2018 in Review

Unio Capital sold out of WestRock Company (WRK) in Q2 2018, closing a stake of 3,545 shares — an estimated $227K sold.

Unio Capital first reported a position in WRK in Q4 2017 and held it in 2 quarters. The position peaked at $227K in Q1 2018. 625 funds tracked by Wall St. Rank hold WRK as of Q2 2018.

Unio Capital reported no remaining WestRock Company position as of Q2 2018 after selling out during the quarter.
Unio Capital sold 3,545 WestRock Company shares in Q2 2018, an estimated $227K.
Unio Capital first reported a position in WestRock Company in Q4 2017 and held it in 2 quarters.
Unio Capital's WestRock Company position peaked at $227K in Q1 2018.
625 funds tracked by Wall St. Rank held WestRock Company as of Q2 2018.

Based on Unio Capital's 13F filing for Q2 2018, filed 13 Aug 2018.