Welch Group’s WestRock Company WRK Stock Holding History

Welch 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
2020 Q1	–	Sell	-2,420	Closed	-$104K	–	177
2019 Q4	$104K	Buy	+2,420	New	+$94.4K	0.01%	153
2018 Q4	–	Sell	-2,420	Closed	-$129K	–	152
2018 Q3	$129K	Hold	2,420	–	–	0.01%	137
2018 Q2	$138K	Hold	2,420	–	–	0.02%	123
2018 Q1	$155K	Hold	2,420	–	–	0.02%	115
2017 Q4	$153K	Hold	2,420	–	–	0.02%	114
2017 Q3	$137K	Hold	2,420	–	–	0.02%	116
2017 Q2	$137K	Hold	2,420	–	–	0.02%	142
2017 Q1	$126K	Hold	2,420	–	–	0.02%	116
2016 Q4	$123K	Hold	2,420	–	–	0.02%	126
2016 Q3	$117K	Buy	+2,420	New	+$108K	0.02%	130
2016 Q1	–	Sell	-2,686	Closed	-$110K	–	155
2015 Q4	$110K	Hold	2,686	–	–	0.02%	143
2015 Q3	$124K	Buy	+2,686	New	+$144K	0.02%	133

Other funds holding WRK

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Impax Asset Management Group London, United Kingdom $15.4B AUM 26.43% 1-Year Est. Return

Welch Group's WRK Position: Q1 2020 in Review

Welch Group sold out of WestRock Company (WRK) in Q1 2020, closing a stake of 2,420 shares — an estimated $104K sold.

Welch Group first reported a position in WRK in Q3 2015 and held it in 12 quarters. The position peaked at $155K in Q1 2018. 555 funds tracked by Wall St. Rank hold WRK as of Q1 2020.

Welch Group reported no remaining WestRock Company position as of Q1 2020 after selling out during the quarter.
Welch Group sold 2,420 WestRock Company shares in Q1 2020, an estimated $104K.
Welch Group first reported a position in WestRock Company in Q3 2015 and held it in 12 quarters.
Welch Group's WestRock Company position peaked at $155K in Q1 2018.
555 funds tracked by Wall St. Rank held WestRock Company as of Q1 2020.

Based on Welch Group's 13F filing for Q1 2020, filed 28 Apr 2020.