YCM
WRK

Yousif Capital Management’s WestRock Company WRK Stock Holding History

Yousif Capital Management’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
2024
Q3 		– Sell
-39,854
Closed -$2M – 1988
2024
Q2 		$2M Sell
39,854
-2,363
-6% -$119K 0.02% 764
2024
Q1 		$2.09M Sell
42,217
-3,266
-7% -$143K 0.02% 793
2023
Q4 		$1.89M Sell
45,483
-5,475
-11% -$211K 0.02% 854
2023
Q3 		$1.82M Sell
50,958
-652
-1% -$21.4K 0.02% 796
2023
Q2 		$1.5M Buy
51,610
+1,395
+3% +$40.5K 0.02% 940
2023
Q1 		$1.53M Sell
50,215
-1,413
-3% -$46.6K 0.02% 913
2022
Q4 		$1.82M Buy
51,628
+2,196
+4% +$76.5K 0.02% 828
2022
Q3 		$1.53M Sell
49,432
-551
-1% -$21.8K 0.02% 925
2022
Q2 		$1.99M Sell
49,983
-3,150
-6% -$148K 0.03% 823
2022
Q1 		$2.5M Buy
53,133
+340
+0.6% +$15.5K 0.03% 783
2021
Q4 		$2.34M Buy
+52,793
New +$2.48M 0.02% 861

Other funds holding WRK

DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $60.6B AUM 23.27% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
EI
Ethic Inc New York $6.39B AUM 29.64% 1-Year Est. Return
ASN
Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

Yousif Capital Management's WRK Position: Q3 2024 in Review

Yousif Capital Management sold out of WestRock Company (WRK) in Q3 2024, closing a stake of 39,854 shares — an estimated $2M sold.

Yousif Capital Management first reported a position in WRK in Q4 2021 and held it in 11 quarters. The position peaked at $2.5M in Q1 2022. 6 funds tracked by Wall St. Rank hold WRK as of Q3 2024.

  • Yousif Capital Management reported no remaining WestRock Company position as of Q3 2024 after selling out during the quarter.
  • Yousif Capital Management sold 39,854 WestRock Company shares in Q3 2024, an estimated $2M.
  • Yousif Capital Management first reported a position in WestRock Company in Q4 2021 and held it in 11 quarters.
  • Yousif Capital Management's WestRock Company position peaked at $2.5M in Q1 2022.
  • 6 funds tracked by Wall St. Rank held WestRock Company as of Q3 2024.

Based on Yousif Capital Management's 13F filing for Q3 2024, filed 30 Oct 2024.