Winslow Evans & Crocker’s WestRock Company WRK Stock Holding History

Winslow Evans & Crocker’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 Q4	$87K	Sell	2,015 -805	-29%	-$33.2K	0.02%	471
2020 Q3	$97K	Sell	2,820 -100	-3%	-$3.09K	0.02%	362
2020 Q2	$83K	Sell	2,920 -126	-4%	-$3.58K	0.02%	384
2020 Q1	$88K	Sell	3,046 -600	-16%	-$21.6K	0.03%	346
2019 Q4	$158K	Sell	3,646 -8,700	-70%	-$339K	0.04%	322
2019 Q3	$452K	Buy	12,346 +36	+0.3%	+$1.29K	0.13%	180
2019 Q2	$450K	Sell	12,310 -2,350	-16%	-$86.4K	0.13%	187
2019 Q1	$564K	Sell	14,660 -2,920	-17%	-$114K	0.16%	145
2018 Q4	$666K	Sell	17,580 -3,652	-17%	-$161K	0.22%	97
2018 Q3	$1.14M	Sell	21,232 -1,060	-5%	-$59.4K	0.35%	68
2018 Q2	$1.27M	Buy	22,292 +19,196	+620%	+$1.18M	0.4%	58
2018 Q1	$199K	Buy	+3,096	New	+$205K	0.06%	250
2016 Q1	–	Sell	-67	Closed	-$2.74K	–	1344
2015 Q4	$2.74K	Hold	67	–	–	﹤0.01%	1182
2015 Q3	$3.09K	Buy	+67	New	+$3.59K	﹤0.01%	1114

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

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

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

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

Norges Bank Oslo, Norway $1T AUM

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

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

Winslow Evans & Crocker's WRK Position: Q4 2020 in Review

Winslow Evans & Crocker reduced its WestRock Company (WRK) stake by 29% in Q4 2020, selling an estimated $33.2K and leaving 2,015 shares worth $87K. The position accounts for 0.02% of the portfolio, ranked #471.

Winslow Evans & Crocker first reported a position in WRK in Q3 2015 and has held it in 14 quarters since. The position peaked at $1.27M in Q2 2018. 603 funds tracked by Wall St. Rank hold WRK as of Q4 2020.

Winslow Evans & Crocker held 2,015 shares of WestRock Company worth $87K as of Q4 2020.
Winslow Evans & Crocker sold 805 WestRock Company shares in Q4 2020, an estimated $33.2K.
WestRock Company made up 0.02% of Winslow Evans & Crocker's portfolio in Q4 2020, its #471 holding.
Winslow Evans & Crocker first reported a position in WestRock Company in Q3 2015 and has held it in 14 quarters since.
Winslow Evans & Crocker's WestRock Company position peaked at $1.27M in Q2 2018.
603 funds tracked by Wall St. Rank held WestRock Company as of Q4 2020.

Based on Winslow Evans & Crocker's 13F filing for Q4 2020, filed 3 Feb 2021.