UIC
WRK

Uniplan Investment Counsel’s WestRock Company WRK Stock Holding History

Uniplan Investment Counsel’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
-66,264
Closed -$3.33M – 127
2024
Q2 		$3.33M Sell
66,264
-1,142
-2% -$57.6K 0.3% 77
2024
Q1 		$3.33M Sell
67,406
-9,956
-13% -$435K 0.26% 78
2023
Q4 		$3.26M Buy
+77,362
New +$2.98M 0.24% 83
2019
Q3 		– Sell
-76,455
Closed -$2.79M – 128
2019
Q2 		$2.79M Sell
76,455
-287
-0.4% -$10.5K 0.18% 92
2019
Q1 		$2.94M Sell
76,742
-7,919
-9% -$310K 0.19% 86
2018
Q4 		$3.2M Sell
84,661
-9,524
-10% -$420K 0.22% 82
2018
Q3 		$5.03M Buy
+94,185
New +$5.28M 0.29% 77

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 $4.82B AUM 20.19% 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 $8.74B AUM 14.62% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

Uniplan Investment Counsel's WRK Position: Q3 2024 in Review

Uniplan Investment Counsel sold out of WestRock Company (WRK) in Q3 2024, closing a stake of 66,264 shares — an estimated $3.33M sold.

Uniplan Investment Counsel first reported a position in WRK in Q3 2018 and held it in 7 quarters. The position peaked at $5.03M in Q3 2018. 6 funds tracked by Wall St. Rank hold WRK as of Q3 2024.

  • Uniplan Investment Counsel reported no remaining WestRock Company position as of Q3 2024 after selling out during the quarter.
  • Uniplan Investment Counsel sold 66,264 WestRock Company shares in Q3 2024, an estimated $3.33M.
  • Uniplan Investment Counsel first reported a position in WestRock Company in Q3 2018 and held it in 7 quarters.
  • Uniplan Investment Counsel's WestRock Company position peaked at $5.03M in Q3 2018.
  • 6 funds tracked by Wall St. Rank held WestRock Company as of Q3 2024.

Based on Uniplan Investment Counsel's 13F filing for Q3 2024, filed 14 Nov 2024.