Whittier Trust CO Purchases in Q1 2025

Whittier Trust CO

  • $7.06 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
IRM
Iron Mountain Inc

Real Estate
108
+ 3.42%
$82.79 - $111.31 $8.94K - $12K
3.27K $280K
VUG
Vanguard Growth ETF

ETFs
406
+ 7.82%
$369.1 - $427.61 $150K - $174K
5.6K $2.07M
USB
Us Bancorp \De\

Financial Services
136
+ 1.22%
$40.92 - $50.9 $5.57K - $6.92K
11.3K $476K
SHOP
Shopify Inc.

Technology
5
+ 0.1%
$90.59 - $129.31 $453 - $647
5.27K $502K
PH
Parker Hannifin Corp

Industrials
54
+ 1.67%
$591.65 - $707.05 $31.9K - $38.2K
3.28K $1.99M
EQIX
Equinix Inc

Real Estate
70
+ 7.31%
$803.0 - $959.97 $56.2K - $67.2K
1.03K $837K
IJK
Ishares S&P Midcap 400 Growth

ETFs
597
+ 3.9%
$81.62 - $96.63 $48.7K - $57.7K
15.9K $1.32M
DLR
Digital Realty Trust, Inc.

Real Estate
334
+ 9.44%
$142.1 - $183.56 $47.5K - $61.3K
3.87K $554K
RNR
Renaissancere Holdings LTD

Financial Services
580
+ 2.26%
$226.55 - $263.22 $131K - $153K
26.3K $6.31M
ICLR
Icon PLC

Healthcare
436
+ 9.21%
$174.99 - $222.58 $76.3K - $97K
5.17K $905K
NVR
Nvr Inc

Consumer Cyclical
3
+ 2.5%
$7062.02 - $8382.63 $21.2K - $25.1K
123 $891K
DINO
Hf Sinclair Corp

Energy
9.3K
+ 5.05%
$30.66 - $38.48 $285K - $358K
194K $6.36M
IJT
Ishares S&P Small Cap 600 Grow

ETFs
1
+ 0.01%
$121.0 - $142.28 $121 - $142
10.4K $1.29M
RLI
Rli Corp

Financial Services
94K
+ 103.52%
$71.75 - $163.21 $6.75M - $15.3M
185K $14.8M
JHX
James Hardie Industries PLC

Basic Materials
3.57K
+ 12.39%
$23.56 - $34.63 $84.1K - $124K
32.4K $763K
BKNG
Booking Holdings Inc.

Consumer Cyclical
19
+ 3.15%
$4295.4 - $5141.88 $81.6K - $97.7K
623 $2.87M
SYF
Synchrony Financial

Financial Services
83
+ 0.74%
$51.9 - $70.63 $4.31K - $5.86K
11.3K $598K
ESGV
Vanguard World Fd Esg U.S. Sto

ETFs
578
+ 1.98%
$96.93 - $109.51 $56K - $63.3K
29.8K $2.92M
MLM
Martin Marietta Materials Inc

Basic Materials
946
+ 6.05%
$460.39 - $552.64 $436K - $523K
16.6K $7.93M
NUSC
Nuveen Esg Small Cap ETF

ETFs
1.44K
+ 2.52%
$37.9 - $43.9 $54.6K - $63.3K
58.6K $2.25M
FDS
Factset Research Systems Inc

Financial Services
721
+ 3.69%
$427.5 - $476.51 $308K - $344K
20.3K $9.22M
XLY
Select Sector Spdr Consumer Di

ETFs
389
+ 4.09%
$192.6 - $233.2 $74.9K - $90.7K
9.91K $1.96M
VTI
Vanguard Total Stock Market Et

ETFs
171
+ 1.1%
$271.18 - $303.12 $46.4K - $51.8K
15.8K $4.34M
LMT
Lockheed Martin Corp

Industrials
126
+ 1.81%
$423.19 - $506.29 $53.3K - $63.8K
7.08K $3.16M
RPM
Rpm International Inc

Basic Materials
933
+ 2.07%
$114.03 - $128.31 $106K - $120K
46K $5.32M
SPG
Simon Property Group Inc

Real Estate
1.34K
+ 1.74%
$159.48 - $187.78 $214K - $252K
78.5K $13M
GPK
Graphic Packaging Holding CO

Consumer Cyclical
6.89K
+ 1.91%
$25.27 - $28.3 $174K - $195K
368K $9.54M
WBS
Webster Financial Corp

Financial Services
3.75K
+ 2.58%
$47.55 - $61.41 $178K - $230K
149K $7.69M
MSI
Motorola Solutions, Inc.

Technology
2.82K
+ 4.31%
$411.73 - $482.1 $1.16M - $1.36M
68.3K $29.9M
PWR
Quanta Services, Inc.

Industrials
96
+ 1.52%
$236.71 - $358.03 $22.7K - $34.4K
6.42K $1.63M
CFR
Cullen/Frost Bankers, Inc.

Financial Services
1.6K
+ 2.55%
$119.87 - $145.05 $192K - $232K
64.2K $8.04M
VV
Vanguard Large Cap ETF

ETFs
123
+ 0.37%
$253.32 - $282.66 $31.2K - $34.8K
33.6K $8.63M
FTV
Fortive Corp

Technology
2.07K
+ 0.63%
$71.82 - $82.98 $149K - $172K
332K $24.3M
SSD
Simpson Manufacturing Co., Inc.

Basic Materials
1.68K
+ 2.01%
$154.39 - $176.55 $259K - $296K
85.4K $13.4M
CEG
Constellation Energy Corp

Utilities
6.37K
+ 8.05%
$201.63 - $347.44 $1.28M - $2.21M
85.5K $17.2M
HLI
Houlihan Lokey, Inc.

Financial Services
1.5K
+ 2.25%
$154.43 - $187.4 $231K - $280K
68.1K $11M
IWR
Ishares Russell Mid Cap ETF

ETFs
381
+ 0.2%
$82.81 - $92.93 $31.6K - $35.4K
189K $16.1M
ODFL
Old Dominion Freight Line, Inc.

Industrials
1.81K
+ 1.91%
$161.13 - $209.29 $292K - $379K
96.7K $16M
IWO
Ishares Russell 2000 Gwt ETF

ETFs
37
+ 0.15%
$254.58 - $302.92 $9.42K - $11.2K
24.3K $6.2M
APH
Amphenol Corp

Technology
3.06K
+ 1.19%
$61.62 - $78.55 $189K - $240K
260K $17M
FCNCA
First Citizens Bancshares Inc

Financial Services
404
+ 6.76%
$1728.36 - $2231.14 $698K - $901K
6.38K $11.8M
ISRG
Intuitive Surgical Inc

Healthcare
1.74K
+ 2.72%
$476.63 - $610.45 $827K - $1.06M
65.5K $32.5M
NVO
Novo Nordisk A S

Healthcare
1.89K
+ 3.2%
$69.3 - $90.95 $131K - $172K
61.1K $4.24M
AVTR
Avantor, Inc.

Basic Materials
7.27K
+ 3.39%
$15.5 - $22.57 $113K - $164K
221K $3.59M
IWF
Ishares Russell 1000 Gr ETF

ETFs
270
+ 1.0%
$360.07 - $417.26 $97.2K - $113K
27.3K $9.86M
AXON
Axon Enterprise, Inc.

Industrials
430
+ 2.21%
$496.65 - $710.01 $214K - $305K
19.9K $10.5M
WING
Wingstop Inc.

Consumer Cyclical
331
+ 1.54%
$207.0 - $311.93 $68.5K - $103K
21.8K $4.92M
SPSC
Sps Commerce Inc

Technology
478
+ 1.93%
$123.05 - $197.4 $58.8K - $94.4K
25.3K $3.36M
EWBC
East West Bancorp Inc

Financial Services
3.75K
+ 1.44%
$84.35 - $103.91 $316K - $390K
264K $23.7M
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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