WG
WRK

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 -$129 – 152
2018
Q3 		$129 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
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return