Zurich Cantonal Bank’s WestRock Company WRK Stock Holding History

Zurich Cantonal Bank’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	-55,532	Closed	-$2.79M	–	2691
2024 Q2	$2.79M	Buy	55,532 +15,594	+39%	+$787K	0.01%	672
2024 Q1	$1.97M	Buy	39,938 +1,525	+4%	+$66.6K	0.01%	763
2023 Q4	$1.59M	Sell	38,413 -38,762	-50%	-$1.49M	0.01%	831
2023 Q3	$2.76M	Sell	77,175 -291,610	-79%	-$9.56M	0.01%	634
2023 Q2	$10.7M	Buy	368,785 +179,971	+95%	+$5.22M	0.05%	335
2023 Q1	$5.75M	Buy	188,814 +144,244	+324%	+$4.76M	0.03%	462
2022 Q4	$1.57M	Buy	44,570 +9,501	+27%	+$331K	0.01%	730
2022 Q3	$1.08M	Hold	35,069	–	–	0.01%	823
2022 Q2	$1.4M	Sell	35,069 -91	-0.3%	-$4.28K	0.01%	758
2022 Q1	$1.65M	Sell	35,160 -394	-1%	-$18K	0.01%	765
2021 Q4	$1.58M	Sell	35,554 -3,195	-8%	-$150K	0.01%	820
2021 Q3	$1.93M	Sell	38,749 -6,056	-14%	-$306K	0.01%	757
2021 Q2	$2.38M	Buy	44,805 +1,709	+4%	+$95.7K	0.01%	677
2021 Q1	$2.24M	Hold	43,096	–	–	0.01%	671
2020 Q4	$1.88M	Sell	43,096 -45,451	-51%	-$1.88M	0.01%	761
2020 Q3	$3.08M	Buy	88,547 +12,902	+17%	+$399K	0.02%	578
2020 Q2	$2.14M	Sell	75,645 -6,566	-8%	-$187K	0.02%	622
2020 Q1	$2.32M	Buy	82,211 +10,753	+15%	+$387K	0.02%	567
2019 Q4	$3.07M	Sell	71,458 -5,807	-8%	-$226K	0.02%	553
2019 Q3	$2.82M	Hold	77,265	–	–	0.02%	556
2019 Q2	$2.82M	Sell	77,265 -83,945	-52%	-$3.08M	0.02%	558
2019 Q1	$6.18M	Sell	161,210 -56,317	-26%	-$2.2M	0.06%	356
2018 Q4	$8.21M	Sell	217,527 -40,101	-16%	-$1.77M	0.08%	266
2018 Q3	$13.8M	Buy	257,628 +8,478	+3%	+$475K	0.12%	208
2018 Q2	$14.2M	Buy	249,150 +9,111	+4%	+$559K	0.13%	187
2018 Q1	$15.4M	Sell	240,039 -8,908	-4%	-$588K	0.14%	183
2017 Q4	$15.7M	Buy	248,947 +21,659	+10%	+$1.32M	0.14%	168
2017 Q3	$12.9M	Buy	227,288 +38,626	+20%	+$2.21M	0.12%	203
2017 Q2	$10.7M	Buy	188,662 +25,436	+16%	+$1.38M	0.11%	219
2017 Q1	$8.49M	Sell	163,226 -3,545	-2%	-$187K	0.08%	269
2016 Q4	$8.47M	Buy	166,771 +104,412	+167%	+$5.13M	0.09%	246
2016 Q3	$3.02M	Buy	62,359 +30,316	+95%	+$1.35M	0.03%	522
2016 Q2	$1.25M	Sell	32,043 -15,505	-33%	-$582K	0.02%	651
2016 Q1	$1.67M	Sell	47,548 -116,275	-71%	-$3.79M	0.02%	591
2015 Q4	$6.73M	Buy	163,823 +54,882	+50%	+$2.5M	0.09%	232
2015 Q3	$5.05M	Buy	+108,941	New	+$5.84M	0.07%	260

Other funds holding WRK

DekaBank Deutsche Girozentrale Frankfurt, Germany $60.6B AUM 23.27% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

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

Zurich Cantonal Bank's WRK Position: Q3 2024 in Review

Zurich Cantonal Bank sold out of WestRock Company (WRK) in Q3 2024, closing a stake of 55,532 shares — an estimated $2.79M sold.

Zurich Cantonal Bank first reported a position in WRK in Q3 2015 and held it in 36 quarters. The position peaked at $15.7M in Q4 2017. 6 funds tracked by Wall St. Rank hold WRK as of Q3 2024.

Zurich Cantonal Bank reported no remaining WestRock Company position as of Q3 2024 after selling out during the quarter.
Zurich Cantonal Bank sold 55,532 WestRock Company shares in Q3 2024, an estimated $2.79M.
Zurich Cantonal Bank first reported a position in WestRock Company in Q3 2015 and held it in 36 quarters.
Zurich Cantonal Bank's WestRock Company position peaked at $15.7M in Q4 2017.
6 funds tracked by Wall St. Rank held WestRock Company as of Q3 2024.

Based on Zurich Cantonal Bank's 13F filing for Q3 2024, filed 8 Nov 2024.