Whittier Trust CO Purchases in Q4 2024

Whittier Trust CO

  • $7.47 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
GVI
Ishares Tr

ETFs
4.62K
+ 9.89%
$103.89 - $107.05 $480K - $494K
51.3K $5.35M
BRO
Brown & Brown, Inc.

Financial Services
6.05K
+ 3.35%
$100.93 - $113.42 $611K - $687K
187K $19.1M
EFA
Ishares Tr Msci Eafe ETF

ETFs
19.9K
+ 13.36%
$75.1 - $82.99 $1.5M - $1.65M
169K $12.8M
FNDX
Schwab Fundamental U S Large C

ETFs
13.2K
New
$23.49 - $71.77 $309K - $944K
13.2K $311K
BTI
British American Tobacco P.L.C.

Consumer Defensive
8.66K
+ 53.89%
$34.25 - $37.94 $297K - $328K
24.7K $897K
IWR
Ishares Russell Mid Cap ETF

ETFs
2.92K
+ 1.57%
$87.25 - $95.52 $255K - $279K
188K $16.7M
GLD
Spdr Gold Trust

ETFs
1.3K
+ 7.13%
$236.59 - $257.5 $308K - $336K
19.6K $4.74M
RPM
Rpm International Inc

Basic Materials
1.57K
+ 3.6%
$120.09 - $140.26 $188K - $220K
45K $5.54M
PCAR
Paccar Inc

Industrials
1.5K
+ 6.89%
$97.92 - $118.41 $147K - $178K
23.3K $2.42M
EOG
Eog Resources Inc

Energy
2.85K
+ 1.27%
$118.22 - $136.54 $337K - $389K
227K $27.8M
PH
Parker Hannifin Corp

Industrials
392
+ 13.83%
$621.74 - $709.46 $244K - $278K
3.23K $2.05M
FNDA
Schwab Fundamental U S Small C

ETFs
8.7K
New
$29.26 - $59.11 $255K - $514K
8.7K $258K
AZN
Astrazeneca PLC

Healthcare
8.15K
+ 35.82%
$63.2 - $79.58 $515K - $649K
30.9K $2.03M
DFS
Discover Financial Services

Financial Services
1.05K
+ 51.27%
$136.3 - $182.67 $143K - $192K
3.1K $537K
INFY
Infosys LTD

Technology
11.8K
+ 52.55%
$20.71 - $23.42 $244K - $276K
34.2K $748K
RTO
Rentokil Initial PLC

Industrials
9.8K
+ 431.05%
$22.92 - $26.98 $225K - $264K
12.1K $305K
AZO
Autozone Inc

Consumer Cyclical
77
+ 171.11%
$2981.19 - $3370.27 $230K - $260K
122 $390K
PBR
Petrobras Petroleo Brasileiro Sa

Energy
25K
+ 48.68%
$12.61 - $15.33 $316K - $384K
76.4K $982K
PWR
Quanta Services, Inc.

Industrials
425
+ 7.21%
$296.05 - $346.6 $126K - $147K
6.32K $2M
MAR
Marriott International Inc

Consumer Cyclical
71
+ 1.04%
$246.06 - $292.59 $17.5K - $20.8K
6.93K $1.93M
PSA
Public Storage

Real Estate
1.15K
+ 61.72%
$289.33 - $360.21 $334K - $415K
3.02K $904K
MTRN
Materion Corp

Basic Materials
2.32K
+ 463.6%
$97.0 - $120.21 $225K - $279K
2.82K $278K
EVR
Evercore Inc.

Financial Services
797
New
$247.66 - $315.67 $197K - $252K
797 $220K
VOX
Vanguard Communication Service

ETFs
1.37K
New
$144.31 - $163.57 $198K - $225K
1.37K $212K
CIGI
Colliers International Group Inc.

Real Estate
1.91K
+ 53.68%
$133.99 - $155.4 $256K - $297K
5.47K $743K
HOOD
Robinhood Markets, Inc.

Technology
2.32K
+ 28.43%
$22.33 - $43.2 $51.7K - $100K
10.5K $389K
RIO
Rio Tinto PLC

Basic Materials
7.39K
+ 38.64%
$58.59 - $71.15 $433K - $526K
26.5K $1.56M
MLM
Martin Marietta Materials Inc

Basic Materials
994
+ 6.78%
$516.5 - $619.58 $513K - $616K
15.6K $8.08M
KRE
Spdr S&P Regional Banking ETF

ETFs
2.95K
+ 441.62%
$54.6 - $68.9 $161K - $203K
3.62K $218K
FNDF
Schwab Fundamental Intl Large

ETFs
5.5K
+ 1060.12%
$32.92 - $37.15 $181K - $204K
6.02K $199K
SYF
Synchrony Financial

Financial Services
126
+ 1.14%
$49.01 - $68.55 $6.18K - $8.64K
11.2K $729K
FMX
Mexican Economic Development Inc

Consumer Defensive
3.1K
+ 45.16%
$84.71 - $99.68 $263K - $309K
9.96K $851K
EBC
Eastern Bankshares, Inc.

Financial Services
10K
New
$15.83 - $19.03 $158K - $190K
10K $172K
TBBK
Bancorp, Inc.

Financial Services
5.31K
+ 4.3%
$47.01 - $60.36 $250K - $320K
129K $6.77M
BUD
Anheuser Busch In Bev Sa

Consumer Defensive
3.35K
New
$49.78 - $66.55 $167K - $223K
3.35K $167K
VGT
Vanguard Information Technolog

ETFs
20
+ 0.48%
$571.78 - $647.97 $11.4K - $13K
4.18K $2.6M
NU
Nu Holdings Ltd.

Financial Services
40.7K
+ 50.39%
$10.24 - $15.89 $417K - $647K
122K $1.26M
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
1.71K
+ 50.13%
$114.08 - $125.68 $195K - $214K
5.11K $584K
CRC
California Resources Corp

Energy
3K
New
$50.23 - $59.59 $151K - $179K
3K $155K
FTNT
Fortinet, Inc.

Technology
1.59K
+ 724.09%
$76.49 - $99.21 $122K - $158K
1.81K $171K
SHOP
Shopify Inc.

Technology
202
+ 3.99%
$78.14 - $119.49 $15.8K - $24.1K
5.26K $559K
BR
Broadridge Financial Solutions, Inc.

Technology
24
+ 0.19%
$209.64 - $236.44 $5.03K - $5.67K
12.5K $2.82M
NICE
Nice Ltd.

Technology
850
+ 395.35%
$164.71 - $199.17 $140K - $169K
1.07K $180K
HDEF
Xtrackers Msci Eafe High Div Y

ETFs
5.81K
New
$24.04 - $26.75 $140K - $156K
5.81K $141K
MO
Altria Group, Inc.

Consumer Defensive
336
+ 0.36%
$49.06 - $57.74 $16.5K - $19.4K
94.8K $4.96M
IWO
Ishares Russell 2000 Gwt ETF

ETFs
136
+ 0.56%
$278.19 - $315.36 $37.8K - $42.9K
24.2K $6.97M
TTD
Trade Desk, Inc.

Technology
1.05K
New
$108.7 - $139.51 $114K - $146K
1.05K $123K
IJK
Ishares S&P Midcap 400 Growth

ETFs
1.49K
+ 10.76%
$90.66 - $99.46 $135K - $148K
15.3K $1.39M
VONG
Vanguard Russell 1000 Growth E

ETFs
1.17K
+ 7773.33%
$95.27 - $107.82 $111K - $126K
1.18K $121K
Activity Summary
Buys All Purchases 471 New Holdings 81 Increased Positions 390 Sells All Sells 437 Reductions 437 Sold out 0 Options Calls 0 Puts 0
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