Whittier Trust CO Purchases in Q4 2024

Whittier Trust CO

  • $7.47 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
SCCO
Southern Copper Corp

Basic Materials
9
+ 0.5%
$91.13 - $117.95 $820 - $1.06K
1.8K $164K
DUK
Duke Energy Corp

Utilities
133
+ 1.69%
$105.76 - $120.76 $14.1K - $16.1K
8K $861K
ROP
Roper Technologies Inc

Industrials
80
+ 3.17%
$519.85 - $575.95 $41.6K - $46.1K
2.6K $1.35M
WY
Weyerhaeuser CO

Real Estate
1.64K
+ 9.5%
$27.21 - $33.7 $44.5K - $55.1K
18.9K $530K
WM
Waste Management Inc

Industrials
113
+ 0.8%
$201.79 - $228.46 $22.8K - $25.8K
14.2K $2.86M
EFV
Msci Eafe Value ETF

ETFs
3.14K
+ 7.05%
$51.78 - $57.15 $162K - $179K
47.6K $2.5M
GGG
Graco Inc

Industrials
6.04K
+ 3.39%
$81.45 - $92.29 $492K - $558K
184K $15.5M
ES
Eversource Energy

Utilities
245
+ 3.27%
$55.9 - $67.73 $13.7K - $16.6K
7.73K $444K
BALL
Ball Corp

Consumer Cyclical
52
+ 0.96%
$54.84 - $67.94 $2.85K - $3.53K
5.45K $299K
SPSC
Sps Commerce Inc

Technology
893
+ 3.73%
$165.0 - $198.81 $147K - $178K
24.8K $4.57M
COP
Conocophillips

Energy
340
+ 1.69%
$95.12 - $114.72 $32.3K - $39K
20.4K $2.03M
TDG
Trans Digm Group Inc

Industrials
5
+ 0.77%
$1239.0 - $1442.53 $6.2K - $7.21K
651 $824K
MCHP
Microchip Technology Inc

Technology
154
+ 3.02%
$55.51 - $79.05 $8.55K - $12.2K
5.25K $301K
HCA
Hca Healthcare, Inc.

Healthcare
41
+ 3.55%
$297.52 - $415.61 $12.2K - $17K
1.2K $358K
KLAC
Kla Corp

Technology
216
+ 11.94%
$614.46 - $829.55 $133K - $179K
2.03K $1.28M
UBER
Uber Technologies, Inc

Technology
451
+ 4.33%
$59.93 - $86.34 $27K - $38.9K
10.9K $655K
OTTR
Otter Tail Corp

Utilities
3K
+ 3.67%
$73.59 - $85.52 $221K - $257K
84.8K $6.26M
GE
General Electric CO

Industrials
450
+ 4.27%
$159.95 - $194.23 $72K - $87.4K
11K $1.83M
XLV
Select Sector Spdr Fund Health

ETFs
50
+ 0.51%
$136.28 - $154.74 $6.81K - $7.74K
9.88K $1.36M
ICLR
Icon PLC

Healthcare
716
+ 17.81%
$187.22 - $297.57 $134K - $213K
4.74K $993K
MPC
Marathon Petroleum Corp

Energy
141
+ 1.66%
$131.65 - $174.84 $18.6K - $24.7K
8.65K $1.21M
SBUX
Starbucks Corp

Consumer Cyclical
2.96K
+ 4.14%
$87.44 - $102.5 $259K - $304K
74.5K $6.79M
ZTS
Zoetis Inc.

Healthcare
1.06K
+ 9.49%
$162.24 - $194.42 $171K - $205K
12.2K $1.98M
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
98
+ 12.81%
$701.85 - $1046.91 $68.8K - $103K
863 $614K
WDFC
Wd 40 CO

Basic Materials
1.62K
+ 3.72%
$242.06 - $290.11 $391K - $469K
45.1K $10.9M
VNQ
Vanguard Specialized Funds Van

ETFs
2.74K
+ 4.48%
$87.85 - $98.6 $241K - $270K
64K $5.7M
ECL
Ecolab Inc.

Basic Materials
4.76K
+ 7.16%
$234.32 - $261.43 $1.11M - $1.24M
71.2K $16.7M
UNP
Union Pacific Corp

Industrials
1.25K
+ 3.93%
$223.15 - $249.32 $279K - $312K
33.1K $7.54M
LEN
Lennar Corp

Consumer Cyclical
298
+ 4.41%
$136.2 - $188.96 $40.6K - $56.3K
7.05K $961K
RNR
Renaissancere Holdings LTD

Financial Services
994
+ 4.02%
$241.97 - $287.47 $241K - $286K
25.7K $6.4M
NVS
Novartis Ag

Healthcare
5.07K
+ 10.66%
$96.78 - $117.18 $491K - $594K
52.7K $5.13M
NVO
Novo Nordisk A S

Healthcare
13.4K
+ 29.24%
$85.0 - $120.04 $1.14M - $1.61M
59.2K $5.09M
LMT
Lockheed Martin Corp

Industrials
466
+ 7.18%
$479.66 - $614.62 $224K - $286K
6.96K $3.38M
CARR
Carrier Global Corp

Industrials
63
+ 0.18%
$66.69 - $82.65 $4.2K - $5.21K
34.9K $2.38M
GWRE
Guidewire Software, Inc.

Technology
2.13K
+ 3.71%
$168.58 - $207.12 $358K - $440K
59.4K $10M
SPGI
S&P Global Inc.

Financial Services
1.35K
+ 2.18%
$480.36 - $529.17 $647K - $713K
63K $31.4M
GPK
Graphic Packaging Holding CO

Consumer Cyclical
12.4K
+ 3.56%
$26.79 - $30.35 $332K - $376K
361K $9.8M
MDLZ
Mondelez International, Inc.

Consumer Defensive
60.5K
+ 20.13%
$59.25 - $72.99 $3.58M - $4.41M
361K $21.6M
MCD
Mcdonalds Corp

Consumer Cyclical
1.39K
+ 1.94%
$288.47 - $316.54 $401K - $440K
73.3K $21.2M
DG
Dollar General Corp

Consumer Defensive
1.3K
+ 1.31%
$73.27 - $84.47 $95.4K - $110K
101K $7.64M
AEP
American Electric Power CO Inc

Utilities
334
+ 0.4%
$90.91 - $102.21 $30.4K - $34.1K
83.9K $7.74M
BOOT
Boot Barn Holdings, Inc.

Consumer Cyclical
3.76K
+ 3.99%
$124.55 - $167.32 $468K - $629K
98K $14.9M
AVTR
Avantor, Inc.

Basic Materials
5.08K
+ 2.43%
$19.72 - $25.54 $100K - $130K
214K $4.51M
INVH
Invitation Homes Inc.

Real Estate
1.97K
+ 0.63%
$31.4 - $34.69 $61.7K - $68.2K
313K $10M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
992
+ 0.16%
$113.92 - $127.38 $113K - $126K
625K $72M
VZ
Verizon Communications Inc

Communication Services
1.98K
+ 0.91%
$39.6 - $45.21 $78.4K - $89.5K
219K $8.75M
BXP
Boston Properties Inc

Real Estate
10.4K
+ 3.52%
$73.33 - $89.72 $765K - $936K
307K $22.8M
CAT
Caterpillar Inc

Industrials
762
+ 1.54%
$360.37 - $416.88 $275K - $318K
50.2K $18.2M
FTV
Fortive Corp

Technology
1.89K
+ 0.57%
$71.16 - $79.68 $134K - $150K
330K $24.8M
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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