Whittier Trust CO Purchases in Q4 2024

Whittier Trust CO

  • $7.47 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
VST
Vistra Corp.

Utilities
274
+ 1611.76%
$115.74 - $166.61 $31.7K - $45.7K
291 $40K
JOBY
Joby Aviation, Inc.

Industrials
4.72K
New
$4.8 - $9.16 $22.6K - $43.2K
4.72K $38K
BKIE
Bny Mellon ETF Tr Internationa

ETFs
535
New
$72.43 - $78.39 $38.8K - $41.9K
535 $38K
IJJ
Ishares S&P Midcap 400 Value E

ETFs
168
+ 1.3%
$121.89 - $135.52 $20.5K - $22.8K
13.1K $1.63M
CF
Cf Industries Holdings, Inc.

Basic Materials
420
+ 167.33%
$81.39 - $94.14 $34.2K - $39.5K
671 $57K
KD
Kyndryl Holdings, Inc.

Technology
4
+ 0.14%
$22.43 - $35.79 $89.7 - $143
2.78K $96K
USB
Us Bancorp \De\

Financial Services
122
+ 1.11%
$43.98 - $53.66 $5.37K - $6.55K
11.2K $533K
PRU
Prudential Financial Inc

Financial Services
314
+ 8.21%
$114.59 - $129.52 $36K - $40.7K
4.14K $490K
VMC
Vulcan Materials CO

Basic Materials
71
+ 7.28%
$237.95 - $292.31 $16.9K - $20.8K
1.05K $269K
VAW
Vanguard Materials ETF

ETFs
429
+ 18.6%
$186.91 - $215.32 $80.2K - $92.4K
2.74K $513K
STT
State Street Corp

Financial Services
70
+ 4.03%
$85.96 - $100.78 $6.02K - $7.05K
1.81K $177K
GM
General Motors CO

Consumer Cyclical
425
+ 551.95%
$44.82 - $60.2 $19K - $25.6K
502 $26K
IYF
Ishares Tr

ETFs
210
New
$102.7 - $119.05 $21.6K - $25K
210 $23K
ITOT
Ishares Core S&P Total U.S. St

ETFs
114
+ 3.87%
$124.26 - $134.12 $14.2K - $15.3K
3.06K $393K
KNSL
Kinsale Capital Group, Inc.

Financial Services
50
+ 6.83%
$424.05 - $524.22 $21.2K - $26.2K
782 $363K
TOST
Toast, Inc.

Technology
97
+ 4.26%
$27.43 - $43.54 $2.66K - $4.22K
2.38K $86K
ETR
Entergy Corp

Utilities
1.15K
+ 98.29%
$73.19 - $156.4 $84.2K - $180K
2.32K $175K
TW
Tradeweb Markets Inc.

Financial Services
78
+ 6.16%
$124.87 - $136.32 $9.74K - $10.6K
1.35K $176K
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
160K
+ 200.75%
$27.54 - $83.04 $4.4M - $13.3M
239K $6.64M
IJS
Ishares S&P Smallcap 600 Value

ETFs
143
+ 4.28%
$104.59 - $118.05 $15K - $16.9K
3.48K $378K
IYE
Ishares Tr

ETFs
434
New
$43.93 - $51.37 $19.1K - $22.3K
434 $19K
DGRO
Ishares Core Dividend Growth E

ETFs
304
+ 45.71%
$60.73 - $64.94 $18.5K - $19.7K
969 $59K
CVBF
Cvb Financial Corp

Financial Services
23
+ 0.47%
$17.39 - $24.0 $400 - $552
4.95K $105K
AI
C3.Ai, Inc.

Technology
500
New
$22.6 - $42.94 $11.3K - $21.5K
500 $17K
IR
Ingersoll Rand Inc.

Industrials
314
+ 20.43%
$90.46 - $105.35 $28.4K - $33.1K
1.85K $167K
DPZ
Dominos Pizza Inc

Consumer Cyclical
488
+ 2.76%
$408.59 - $476.19 $199K - $232K
18.2K $7.64M
PPL
Ppl Corp

Utilities
500
New
$31.47 - $35.0 $15.7K - $17.5K
500 $16K
FISV
Fiserv Inc

Technology
125
+ 2.41%
N/A
5.31K $665K
VRSN
Verisign Inc

Technology
34
+ 6.61%
$176.68 - $206.96 $6.01K - $7.04K
548 $113K
IVOG
Vanguard S&P Mid Cap 400 Growt

ETFs
150
New
$112.69 - $123.97 $16.9K - $18.6K
150 $16K
EWU
Ishs Msci Utd Kingdom ETF

ETFs
668
+ 36.46%
$33.67 - $37.35 $22.5K - $24.9K
2.5K $84K
CTAS
Cintas Corp

Industrials
508
+ 15.25%
$182.7 - $226.47 $92.8K - $115K
3.84K $701K
HUBS
Hubspot Inc

Technology
22
New
$514.07 - $757.4 $11.3K - $16.7K
22 $15K
QUAL
Ishares Msci Usa Quality Facto

ETFs
82
+ 63.08%
$176.42 - $186.91 $14.5K - $15.3K
212 $37K
EFG
Msci Eafe Growth ETF

ETFs
238
+ 26.44%
$96.83 - $106.88 $23K - $25.4K
1.14K $110K
HBAN
Huntington Bancshares Inc

Financial Services
800
+ 115.94%
$14.18 - $18.2 $11.3K - $14.6K
1.49K $24K
KEY
Keycorp

Financial Services
800
+ 110.34%
$16.21 - $19.97 $13K - $16K
1.53K $26K
IBDT
Ishares Tr Ibonds Dec 2028 Ter

ETFs
528
New
$24.82 - $25.48 $13.1K - $13.5K
528 $13K
IBDS
Ishares Tr Ibonds Dec 2027 Ter

ETFs
549
New
$23.88 - $24.32 $13.1K - $13.4K
549 $13K
MCO
Moodys Corp

Financial Services
33
+ 1.78%
$454.04 - $500.88 $15K - $16.5K
1.89K $892K
IBDQ
Ishares Ibonds Dec 2025 Term C

ETFs
525
New
$25.0 - $25.11 $13.1K - $13.2K
525 $13K
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
581
New
$22.39 - $23.45 $13K - $13.6K
581 $13K
IBDR
Ishares Tr Ibonds Dec 2026 Ter

ETFs
547
New
N/A
547 $12K
VOYA
Voya Financial, Inc.

Financial Services
180
New
$65.93 - $83.9 $11.9K - $15.1K
180 $12K
LVS
Las Vegas Sands Corp

Consumer Cyclical
150
+ 3.73%
$47.96 - $55.17 $7.19K - $8.28K
4.17K $214K
ZBRA
Zebra Technologies Corp

Technology
21
+ 7.61%
$360.09 - $411.94 $7.56K - $8.65K
297 $114K
TLK
Perusahaan Perseroan Persero Pt Telekomunikasi Indonesia Tbk

Communication Services
730
New
$15.45 - $19.82 $11.3K - $14.5K
730 $12K
UNM
Unum Group

Financial Services
120
+ 63.83%
$58.88 - $77.07 $7.07K - $9.25K
308 $22K
CHD
Church & Dwight CO Inc

Consumer Defensive
103
+ 3.23%
$99.11 - $112.25 $10.2K - $11.6K
3.3K $345K
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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