WT
WRK

Whittier Trust’s WestRock Company WRK Stock Holding History

Whittier Trust’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
2023
Q4 		– Sell
-10
Closed -$357 – 1712
2023
Q3 		$357 Buy
+10
New +$328 ﹤0.01% 1597
2020
Q4 		– Sell
-19
Closed -$1K – 1498
2020
Q3 		$1K Sell
19
-16
-46% -$494 ﹤0.01% 1418
2020
Q2 		$1K Hold
35
– – ﹤0.01% 1378
2020
Q1 		$1K Buy
35
+16
+84% +$575 ﹤0.01% 1446
2019
Q4 		$1K Sell
19
-11
-37% -$429 ﹤0.01% 1486
2019
Q3 		$1K Buy
+30
New +$1.07K ﹤0.01% 1521
2017
Q2 		– Sell
-29
Closed -$2K – 1347
2017
Q1 		$2K Buy
+29
New +$1.53K ﹤0.01% 1271

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
GA
Greenhaven Associates Purchase, New York $6.07B AUM 11.2% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
DKCM
Davidson Kempner Capital Management New York $4.65B AUM 56.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return