Yorktown Management & Research Company’s WestRock Company WRK Stock Holding History

Yorktown Management & Research Company’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 Q2	–	Sell	-10,000	Closed	-$283K	–	324
2020 Q1	$283K	Sell	10,000 -5,000	-33%	-$180K	0.29%	129
2019 Q4	$644K	Hold	15,000	–	–	0.35%	100
2019 Q3	$547K	Hold	15,000	–	–	0.29%	114
2019 Q2	$547K	Hold	15,000	–	–	0.21%	137
2019 Q1	$575K	Hold	15,000	–	–	0.19%	140
2018 Q4	$566K	Hold	15,000	–	–	0.19%	132
2018 Q3	$802K	Buy	15,000 +7,000	+88%	+$392K	0.23%	117
2018 Q2	$456K	Buy	+8,000	New	+$491K	0.13%	165
2017 Q4	–	Sell	-4,500	Closed	-$255K	–	427
2017 Q3	$255K	Hold	4,500	–	–	0.07%	310
2017 Q2	$255K	Hold	4,500	–	–	0.08%	227
2017 Q1	$234K	Hold	4,500	–	–	0.06%	288
2016 Q4	$228K	Buy	+4,500	New	+$221K	0.06%	308

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Yorktown Management & Research Company's WRK Position: Q2 2020 in Review

Yorktown Management & Research Company sold out of WestRock Company (WRK) in Q2 2020, closing a stake of 10,000 shares — an estimated $283K sold.

Yorktown Management & Research Company first reported a position in WRK in Q4 2016 and held it in 12 quarters. The position peaked at $802K in Q3 2018. 540 funds tracked by Wall St. Rank hold WRK as of Q2 2020.

Yorktown Management & Research Company reported no remaining WestRock Company position as of Q2 2020 after selling out during the quarter.
Yorktown Management & Research Company sold 10,000 WestRock Company shares in Q2 2020, an estimated $283K.
Yorktown Management & Research Company first reported a position in WestRock Company in Q4 2016 and held it in 12 quarters.
Yorktown Management & Research Company's WestRock Company position peaked at $802K in Q3 2018.
540 funds tracked by Wall St. Rank held WestRock Company as of Q2 2020.

Based on Yorktown Management & Research Company's 13F filing for Q2 2020, filed 11 Aug 2020.