Whittier Trust CO Reduced Holdings in Q1 2025

Whittier Trust CO

  • $7.06 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
NVDA
Nvidia Corp

Technology
-579K
- 15.6%
$106.98 - $149.43 $61.9M - $86.5M
3.13M $339M
AAPL
Apple Inc.

Technology
-4.73K
- 0.26%
$209.68 - $247.1 $992K - $1.17M
1.79M $398M
EOG
Eog Resources Inc

Energy
-183K
- 80.67%
$120.54 - $138.05 $22.1M - $25.3M
43.9K $5.63M
INTU
Intuit Inc

Technology
-27.7K
- 74.38%
$555.63 - $630.23 $15.4M - $17.4M
9.53K $5.85M
SPY
Spdr S&P 500 ETF Trust

ETFs
-10.4K
- 2.4%
$551.42 - $612.93 $5.74M - $6.38M
423K $237M
BX
Blackstone Inc.

Financial Services
-1.63K
- 0.51%
$136.53 - $186.74 $223K - $305K
320K $44.8M
COIN
Coinbase Global, Inc.

Technology
-12.7K
- 17.02%
$172.23 - $301.3 $2.18M - $3.82M
61.8K $10.6M
IWM
Ishares Russell 2000 ETF

ETFs
-9.21K
- 3.44%
$198.1 - $229.79 $1.82M - $2.12M
258K $51.5M
DPZ
Dominos Pizza Inc

Consumer Cyclical
-16.6K
- 91.42%
$402.33 - $489.71 $6.69M - $8.15M
1.56K $717K
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
-2.4K
- 1.74%
$522.96 - $601.18 $1.25M - $1.44M
136K $72.3M
BXP
Boston Properties Inc

Real Estate
-41.9K
- 13.67%
$63.97 - $74.91 $2.68M - $3.14M
265K $17.8M
LULU
Lululemon Athletica Inc.

Consumer Cyclical
-6.33K
- 24.08%
$283.06 - $421.16 $1.79M - $2.66M
19.9K $5.65M
ORCL
Oracle Corp

Technology
-3.32K
- 2.55%
$139.81 - $186.47 $465K - $620K
127K $17.8M
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
-22K
- 19.67%
$100.32 - $100.76 $2.21M - $2.22M
89.8K $9.04M
CAT
Caterpillar Inc

Industrials
-1.02K
- 2.04%
$326.75 - $407.63 $335K - $417K
49.2K $16.2M
QQQ
Invesco Qqq Trust, Series 1

ETFs
-1.28K
- 4.1%
$468.34 - $539.52 $600K - $692K
30K $14M
STZ
Constellation Brands, Inc.

Consumer Defensive
-689
- 1.44%
$161.05 - $222.93 $111K - $154K
47K $8.63M
DRI
Darden Restaurants Inc

Consumer Cyclical
-10.3K
- 76.53%
$180.02 - $208.56 $1.85M - $2.14M
3.14K $652K
NKE
Nike, Inc.

Consumer Cyclical
-9.92K
- 13.0%
$63.29 - $81.72 $628K - $811K
66.4K $4.21M
PEP
Pepsico Inc

Consumer Defensive
-8.01K
- 5.96%
$142.64 - $156.42 $1.14M - $1.25M
126K $18.9M
EMR
Emerson Electric CO

Industrials
-361
- 0.37%
$108.64 - $131.17 $39.2K - $47.4K
98.3K $10.8M
U
Unity Software Inc.

Technology
-7.43K
- 1.75%
$19.44 - $28.34 $144K - $211K
418K $8.18M
LOW
Lowes Companies Inc

Consumer Cyclical
-903
- 1.27%
$222.66 - $268.42 $201K - $242K
70.3K $16.4M
VB
Vanguard Small Cap ETF

ETFs
-850
- 1.6%
$217.89 - $252.64 $185K - $215K
52.3K $11.6M
TGT
Target Corp

Consumer Defensive
-1.77K
- 5.65%
$103.65 - $142.5 $183K - $252K
29.5K $3.08M
UPS
United Parcel Service Inc

Industrials
-5.83K
- 19.91%
$109.66 - $136.26 $639K - $795K
23.5K $2.58M
BR
Broadridge Financial Solutions, Inc.

Technology
-5.36K
- 42.88%
$221.46 - $244.83 $1.19M - $1.31M
7.13K $1.73M
ACN
Accenture PLC

Technology
-496
- 2.18%
$300.91 - $398.25 $149K - $198K
22.3K $6.96M
WMT
Walmart Inc.

Consumer Defensive
-2.57K
- 0.97%
$84.5 - $105.05 $217K - $270K
263K $23.1M
VTWO
Vanguard Russell 2000 ETF

ETFs
-9.77K
- 85.97%
$80.08 - $92.93 $782K - $908K
1.59K $128K
AMD
Advanced Micro Devices Inc

Technology
-3.88K
- 14.56%
$96.63 - $129.55 $375K - $503K
22.8K $2.34M
RBLX
Roblox Corp

Communication Services
-15.2K
- 13.49%
$53.77 - $75.47 $819K - $1.15M
97.6K $5.69M
SCHA
Schwab Strategic Tr Us Small C

ETFs
-2.86K
- 0.92%
$23.16 - $27.04 $66.1K - $77.2K
309K $7.23M
CMF
Ishares California Muni Bond E

ETFs
-13.2K
- 20.05%
$55.93 - $57.47 $739K - $760K
52.7K $2.97M
PFE
Pfizer Inc

Healthcare
-19.1K
- 9.87%
$25.01 - $27.13 $477K - $518K
174K $4.41M
ADBE
Adobe Inc.

Technology
-565
- 7.34%
$377.84 - $464.11 $213K - $262K
7.13K $2.74M
CMCSA
Comcast Corp

Communication Services
-11K
- 2.6%
$33.19 - $38.23 $365K - $420K
412K $15.2M
ABNB
Airbnb, Inc.

Consumer Cyclical
-3.26K
- 15.31%
$119.38 - $161.42 $389K - $526K
18K $2.15M
XLK
Technology Sector Spdr

ETFs
-479
- 2.47%
$206.38 - $242.18 $98.9K - $116K
19K $3.91M
ASML
Asml Holding Nv

Technology
-432
- 4.62%
$662.63 - $776.99 $286K - $336K
8.92K $5.91M
VO
Vanguard Mid Cap ETF

ETFs
-26
- 0.03%
$251.87 - $277.95 $6.55K - $7.23K
97.1K $25.1M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-49
- 0.24%
$507.05 - $563.67 $24.8K - $27.6K
20.3K $10.4M
VCEB
Vanguard World Fd Esg U S Corp

ETFs
-8.33K
- 51.66%
$61.23 - $63.33 $510K - $528K
7.8K $490K
ITW
Illinois Tool Works Inc

Industrials
-1.12K
- 3.24%
$244.9 - $274.48 $275K - $308K
33.5K $8.3M
VBR
Vanguard Small Cap Value ETF

ETFs
-184
- 0.51%
$183.02 - $207.75 $33.7K - $38.2K
36.2K $6.74M
AES
Aes Corp

Utilities
-32.9K
- 31.86%
$9.93 - $13.23 $327K - $435K
70.4K $874K
IEMG
Ishares Inc

ETFs
-8.11K
- 0.99%
N/A
812K $43.5M
EL
Estee Lauder Companies Inc

Consumer Defensive
-5.18K
- 52.74%
$64.26 - $85.48 $333K - $443K
4.65K $306K
TTEK
Tetra Tech Inc

Industrials
-1.25K
- 3.66%
$28.26 - $42.58 $35.3K - $53.2K
32.9K $962K
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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