Whittier Trust CO Purchases in Q1 2025

Whittier Trust CO

  • $7.06 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
ROL
Rollins Inc

Consumer Cyclical
890
+ 19.65%
$45.65 - $54.03 $40.6K - $48.1K
5.42K $292K
FIS
Fidelity National Information Services, Inc.

Technology
1.21K
+ 103.42%
$68.12 - $83.42 $82.4K - $101K
2.38K $177K
ARGT
Global X Msci Argentina ETF

ETFs
1.04K
+ 72.85%
$78.45 - $89.29 $81.9K - $93.2K
2.48K $200K
AZO
Autozone Inc

Consumer Cyclical
2
+ 1.64%
$3193.96 - $3828.11 $6.39K - $7.66K
124 $472K
SMMD
Ishares Tr Russell 2500 ETF

ETFs
2K
+ 24.81%
$61.55 - $71.27 $123K - $142K
10.1K $628K
WSO
Watsco Inc

Industrials
139
+ 70.2%
$463.86 - $530.75 $64.5K - $73.8K
337 $171K
CHD
Church & Dwight CO Inc

Consumer Defensive
524
+ 15.9%
$101.42 - $113.2 $53.1K - $59.3K
3.82K $420K
CVRX
Cv Rx, Inc.

Healthcare
6K
New
$11.05 - $18.4 $66.3K - $110K
6K $73K
AIG
American International Group, Inc.

Financial Services
58
+ 1.22%
$70.5 - $86.94 $4.09K - $5.04K
4.82K $418K
MBB
Ishares Tr

ETFs
695
+ 26.79%
$90.37 - $94.08 $62.8K - $65.4K
3.29K $308K
EXR
Extra Space Storage Inc.

Real Estate
482
+ 34.11%
$143.8 - $161.28 $69.3K - $77.7K
1.9K $281K
VHT
Vanguard Health Care ETF

ETFs
4
+ 0.07%
$254.06 - $273.83 $1.02K - $1.1K
6.01K $1.59M
AEM
Agnico Eagle Mines LTD

Basic Materials
67
+ 3.35%
$79.66 - $108.41 $5.34K - $7.26K
2.07K $224K
MPWR
Monolithic Power Systems Inc

Technology
954
+ 2.3%
$565.7 - $720.25 $540K - $687K
42.5K $24.6M
WSM
Williams Sonoma Inc

Consumer Cyclical
521
+ 87.27%
$158.1 - $217.71 $82.4K - $113K
1.12K $176K
MNST
Monster Beverage Corp

Consumer Defensive
144
+ 1.53%
$46.16 - $58.58 $6.65K - $8.44K
9.58K $560K
ZTS
Zoetis Inc.

Healthcare
270
+ 2.22%
$156.48 - $175.67 $42.2K - $47.4K
12.4K $2.05M
MKL
Markel Corp

Financial Services
31
+ 281.82%
$1660.14 - $2059.83 $51.5K - $63.9K
42 $78K
EPAC
Enerpac Tool Group Corp

Industrials
1.3K
+ 361.94%
$40.26 - $47.26 $52.5K - $61.6K
1.66K $74K
ESGE
Ishares, Inc. Ishares Esg Awar

ETFs
934
+ 5.79%
$32.74 - $36.2 $30.6K - $33.8K
17.1K $596K
CSWI
Csw Industrials, Inc.

Industrials
202
New
$283.77 - $396.86 $57.3K - $80.2K
202 $58K
VGT
Vanguard Information Technolog

ETFs
710
+ 16.97%
$542.38 - $646.34 $385K - $459K
4.89K $2.65M
HWM
Howmet Aerospace Inc.

Industrials
324
+ 64.54%
$110.79 - $139.39 $35.9K - $45.2K
826 $107K
TYL
Tyler Technologies Inc

Technology
58
+ 1.59%
$553.41 - $646.74 $32.1K - $37.5K
3.72K $2.16M
FTEC
Fidelity Covington Tr Msci Inf

ETFs
312
New
$161.27 - $192.3 $50.3K - $60K
312 $50K
DAL
Delta Air Lines, Inc.

Industrials
2.92K
+ 62.35%
$43.6 - $69.06 $127K - $202K
7.61K $331K
HSIC
Henry Schein Inc

Healthcare
700
+ 714.29%
$68.49 - $81.91 $47.9K - $57.3K
798 $54K
PINS
Pinterest, Inc.

Communication Services
1.52K
+ 798.42%
$29.79 - $40.0 $45.2K - $60.7K
1.71K $52K
TW
Tradeweb Markets Inc.

Financial Services
162
+ 12.04%
$123.42 - $148.46 $20K - $24.1K
1.51K $223K
SNA
Snap On Inc

Industrials
133
+ 147.78%
$324.09 - $358.62 $43.1K - $47.7K
223 $75K
EXLS
Exl Service Holdings, Inc.

Technology
951
New
$44.13 - $51.8 $42K - $49.3K
951 $44K
VRSN
Verisign Inc

Technology
69
+ 12.59%
$205.1 - $254.74 $14.2K - $17.6K
617 $156K
HSY
Hershey CO

Consumer Defensive
256
New
$144.74 - $186.36 $37.1K - $47.7K
256 $43K
TXG
10x Genomics, Inc.

Healthcare
4.68K
New
$8.73 - $16.31 $40.8K - $76.2K
4.68K $40K
VTV
Vanguard Value ETF

ETFs
182
+ 11.19%
$167.73 - $179.21 $30.5K - $32.6K
1.81K $312K
F
Ford Motor CO

Consumer Cyclical
3.64K
+ 556.18%
$9.12 - $10.43 $33.2K - $38K
4.3K $43K
LKQ
Lkq Corp

Consumer Cyclical
708
+ 70.87%
$36.24 - $44.05 $25.7K - $31.2K
1.71K $72K
WPM
Wheaton Precious Metals Corp.

Basic Materials
333
+ 77.44%
$55.75 - $77.63 $18.6K - $25.9K
763 $59K
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
10
+ 0.09%
$59.28 - $66.1 $593 - $661
11.7K $746K
ETR
Entergy Corp

Utilities
116
+ 5.0%
$75.26 - $87.89 $8.73K - $10.2K
2.44K $208K
DUOL
Duolingo, Inc.

Technology
107
New
$272.49 - $441.39 $29.2K - $47.2K
107 $33K
CBZ
Cbiz, Inc.

Industrials
442
New
$68.46 - $88.65 $30.3K - $39.2K
442 $33K
L
Loews Corp

Financial Services
100
+ 3.13%
$81.13 - $91.91 $8.11K - $9.19K
3.3K $303K
ZS
Zscaler, Inc.

Technology
166
New
$181.66 - $216.87 $30.2K - $36K
166 $32K
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
1.34K
+ 230.12%
$22.25 - $23.0 $29.7K - $30.8K
1.92K $44K
VRP
Invesco ETF Tr Ii Var Rate Pfd

ETFs
840
+ 0.49%
$24.07 - $24.5 $20.2K - $20.6K
174K $4.21M
BLD
Top Build Corp

Industrials
904
+ 2.33%
$295.17 - $354.82 $267K - $321K
39.6K $12.1M
SSNC
Ss&C Technologies Holdings Inc

Technology
344
New
$74.75 - $89.13 $25.7K - $30.7K
344 $28K
HWKN
Hawkins Inc

Basic Materials
309
+ 101.31%
$101.28 - $122.97 $31.3K - $38K
614 $65K
Activity Summary
Buys All Purchases 338 New Holdings 33 Increased Positions 305 Sells All Sells 430 Reductions 430 Sold out 0 Options Calls 0 Puts 0
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