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
INTC
Intel Corp

Technology
-14.3K
- 20.06%
$19.1 - $27.39 $273K - $392K
57K $1.29M
NXPI
Nxp Semiconductors N.V.

Technology
-70
- 1.02%
$189.99 - $245.86 $13.3K - $17.2K
6.78K $1.29M
VGSH
Vanguard

ETFs
-3.04K
- 3.44%
$58.07 - $58.69 $176K - $178K
85.2K $5M
ESGD
Ishares Trust Ishares Esg Awar

ETFs
-2.28K
- 22.89%
$75.32 - $84.77 $172K - $193K
7.69K $627K
VCIT
Vanguard Intermediate Term Cor

ETFs
-3.63K
- 3.24%
$79.17 - $82.04 $287K - $298K
109K $8.88M
QCOM
Qualcomm Inc

Technology
-839
- 2.45%
$151.94 - $175.86 $127K - $148K
33.4K $5.13M
TT
Trane Technologies PLC

Industrials
-41
- 1.16%
$332.0 - $400.86 $13.6K - $16.4K
3.51K $1.18M
XLRE
Select Sector Spdr Tr Real Est

ETFs
-3.71K
- 14.73%
$39.18 - $43.52 $145K - $161K
21.5K $897K
SYY
Sysco Corp

Consumer Defensive
-1.5K
- 16.71%
$70.0 - $77.13 $105K - $116K
7.47K $560K
VOD
Vodafone Group Public LTD CO

Communication Services
-15K
- 93.7%
$8.05 - $9.86 $121K - $148K
1.01K $9K
BL
Blackline, Inc.

Technology
-1.94K
- 91.39%
$47.46 - $65.64 $92.2K - $127K
183 $8K
FIP
Ftai Infrastructure LLC
-10.6K
- 38.37%
$4.53 - $8.41 $47.9K - $89K
17K $76K
GIS
General Mills Inc

Consumer Defensive
-809
- 5.15%
$57.56 - $65.3 $46.6K - $52.8K
14.9K $890K
SPSB
Spdr Portfolio Short Term Corp

ETFs
-4.49K
- 3.94%
$29.82 - $30.1 $134K - $135K
110K $3.3M
A
Agilent Technologies, Inc.

Healthcare
-28
- 0.47%
$116.69 - $152.6 $3.27K - $4.27K
5.93K $694K
JKHY
Henry Jack & Associates Inc

Technology
-698
- 20.57%
$166.47 - $191.28 $116K - $134K
2.7K $492K
VIG
Vanguard Dividend Appreciation

ETFs
-521
- 0.77%
N/A
67.2K $12.2M
SCHP
Schwab Strategic Us Tips ETF

ETFs
-3.68K
- 58.87%
$25.69 - $26.89 $94.6K - $99K
2.57K $69K
BHP
Bhp Group LTD

Basic Materials
-1.79K
- 18.81%
$48.18 - $52.11 $86.4K - $93.4K
7.74K $375K
WFC
Wells Fargo & Company

Financial Services
-3.72K
- 3.26%
$66.78 - $81.42 $248K - $303K
110K $7.92M
KHC
Kraft Heinz CO

Consumer Defensive
-2.78K
- 16.5%
$28.51 - $32.22 $79.3K - $89.6K
14.1K $428K
HUM
Humana Inc

Healthcare
-364
- 45.67%
$249.11 - $303.11 $90.7K - $110K
433 $114K
MSCI
Msci Inc.

Financial Services
-128
- 28.38%
$541.46 - $628.34 $69.3K - $80.4K
323 $182K
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
-23
- 2.67%
$634.14 - $744.83 $14.6K - $17.1K
840 $532K
ULTA
Ulta Beauty, Inc.

Consumer Cyclical
-81
- 10.47%
$314.47 - $431.35 $25.5K - $34.9K
693 $254K
ACM
Aecom

Industrials
-190
- 4.19%
$92.54 - $111.05 $17.6K - $21.1K
4.35K $403K
KRC
Kilroy Realty Corp

Real Estate
-454
- 5.27%
$32.02 - $40.63 $14.5K - $18.4K
8.16K $267K
TFC
Truist Financial Corp

Financial Services
-1.17K
- 8.32%
$39.48 - $48.15 $46.3K - $56.5K
12.9K $532K
CBRE
Cbre Group, Inc.

Real Estate
-477
- 1.36%
$121.79 - $147.13 $58.1K - $70.2K
34.7K $4.53M
CLX
Clorox CO

Consumer Defensive
-193
- 5.95%
$141.76 - $162.89 $27.4K - $31.4K
3.05K $449K
GPN
Global Payments Inc

Industrials
-360
- 12.52%
$92.18 - $113.03 $33.2K - $40.7K
2.52K $246K
WAT
Waters Corp

Healthcare
-200
- 47.96%
$362.16 - $417.28 $72.4K - $83.5K
217 $79K
DUK
Duke Energy Corp

Utilities
-1.55K
- 19.33%
$105.87 - $121.97 $164K - $189K
6.45K $787K
LNT
Alliant Energy Corp

Utilities
-1.4K
- 44.57%
$56.66 - $66.04 $79.3K - $92.5K
1.74K $112K
DGS
Wisdomtree Emerging Markets Sm

ETFs
-1.07K
- 3.06%
$47.4 - $50.24 $50.8K - $53.8K
33.9K $1.64M
AVUV
American Centy ETF Tr Avantis

ETFs
-750
- 99.6%
$84.95 - $100.62 $63.7K - $75.5K
3 $0
NRZ
New Residential Investment Corp.

Real Estate
-9.75K
- 94.9%
N/A
524 $3K
HLT
Hilton Worldwide Holdings Inc.

Consumer Cyclical
-25
- 0.76%
$221.78 - $273.45 $5.54K - $6.84K
3.27K $743K
AMP
Ameriprise Financial Inc

Financial Services
-58
- 6.73%
$472.29 - $575.13 $27.4K - $33.4K
804 $389K
TXT
Textron Inc

Industrials
-694
- 15.41%
$70.19 - $81.2 $48.7K - $56.4K
3.81K $275K
GEM
Goldman Sachs ETF Tr Actvebeta

ETFs
-2.81K
- 12.7%
$31.09 - $34.34 $87.2K - $96.4K
19.3K $639K
MCHP
Microchip Technology Inc

Technology
-283
- 5.39%
$48.41 - $64.3 $13.7K - $18.2K
4.97K $240K
PSA
Public Storage

Real Estate
-200
- 6.62%
$288.99 - $313.98 $57.8K - $62.8K
2.82K $844K
EPD
Enterprise Products Partners L.P.

Energy
-2.67K
- 23.38%
$31.75 - $34.14 $84.7K - $91.1K
8.75K $298K
WDAY
Workday, Inc.

Technology
-75
- 4.47%
$233.53 - $277.82 $17.5K - $20.8K
1.6K $374K
KEYS
Keysight Technologies, Inc.

Technology
-154
- 4.61%
$148.16 - $185.11 $22.8K - $28.5K
3.19K $477K
BSV
Vanguard Bd Index Fd Inc Short

ETFs
-1.17K
- 3.56%
$76.94 - $78.28 $89.8K - $91.4K
31.6K $2.48M
CL
Colgate Palmolive CO

Consumer Defensive
-1.75K
- 4.6%
$85.68 - $97.5 $150K - $170K
36.2K $3.39M
ROK
Rockwell Automation, Inc

Industrials
-20
- 1.05%
$255.29 - $303.75 $5.11K - $6.08K
1.88K $484K
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
Track This Portfolio

Track Whittier Trust CO Portfolio

Follow Whittier Trust CO and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Whittier Trust CO, based on Form 13F filings with the SEC.

News

Stay updated on Whittier Trust CO with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email