Whittier Trust CO Sells in Q3 2024

Whittier Trust CO

  • $7.37 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
SBUX
Starbucks Corp

Consumer Cyclical
-11.9K
- 14.22%
$72.51 - $98.6 $860K - $1.17M
71.6K $6.98M
BMY
Bristol Myers Squibb CO

Healthcare
-6.33K
- 7.78%
$39.66 - $51.75 $251K - $328K
75K $3.88M
MO
Altria Group, Inc.

Consumer Defensive
-93
- 0.1%
$45.95 - $54.71 $4.27K - $5.09K
94.5K $4.82M
PLD
Prologis, Inc.

Real Estate
-995
- 2.14%
$111.95 - $132.43 $111K - $132K
45.4K $5.73M
CARR
Carrier Global Corp

Industrials
-82
- 0.23%
$61.9 - $80.88 $5.08K - $6.63K
34.9K $2.81M
VNQ
Vanguard Specialized Funds Van

ETFs
-2.63K
- 4.11%
$82.97 - $98.97 $218K - $260K
61.3K $5.97M
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
-36
- 0.17%
$386.81 - $423.12 $13.9K - $15.2K
20.8K $8.79M
RBLX
Roblox Corp

Communication Services
-5.8K
- 4.43%
$36.18 - $47.64 $210K - $276K
125K $5.53M
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
-289
- 0.58%
$125.95 - $142.04 $36.4K - $41K
49.5K $7.02M
LMT
Lockheed Martin Corp

Industrials
-89
- 1.35%
$460.3 - $584.56 $41K - $52K
6.49K $3.79M
VZ
Verizon Communications Inc

Communication Services
-318
- 0.15%
$38.89 - $45.0 $12.4K - $14.3K
217K $9.73M
CBRE
Cbre Group, Inc.

Real Estate
-5.28K
- 12.95%
$85.97 - $124.48 $454K - $658K
35.5K $4.42M
ADP
Automatic Data Processing Inc

Industrials
-137
- 0.56%
$233.44 - $279.45 $32K - $38.3K
24.3K $6.73M
VB
Vanguard Small Cap ETF

ETFs
-902
- 1.52%
$214.77 - $237.72 $194K - $214K
58.4K $13.9M
DE
Deere & CO

Industrials
-160
- 0.67%
$344.84 - $418.0 $55.2K - $66.9K
23.6K $9.86M
AWK
American Water Works Company, Inc.

Utilities
-200
- 0.3%
$127.76 - $149.9 $25.6K - $30K
67.5K $9.87M
KO
Coca Cola CO

Consumer Defensive
-5.62K
- 2.82%
$62.69 - $73.01 $352K - $410K
193K $13.9M
TRV
Travelers Companies, Inc.

Financial Services
-1.61K
- 2.76%
$201.87 - $242.35 $324K - $389K
56.5K $13.2M
IBM
International Business Machines Corp

Technology
-2.25K
- 5.45%
$175.1 - $223.38 $394K - $503K
39.1K $8.64M
IWB
Ishares Tr Russell 1000 ETF

ETFs
-163
- 0.16%
$283.28 - $314.39 $46.2K - $51.2K
101K $31.7M
TSLA
Tesla, Inc.

Consumer Cyclical
-936
- 2.71%
$191.76 - $263.26 $179K - $246K
33.6K $8.8M
VO
Vanguard Mid Cap ETF

ETFs
-431
- 0.42%
$237.84 - $263.83 $103K - $114K
102K $26.9M
BOOT
Boot Barn Holdings, Inc.

Consumer Cyclical
-10K
- 9.59%
$115.7 - $167.81 $1.16M - $1.68M
94.3K $15.8M
AXP
American Express CO

Financial Services
-1.01K
- 1.44%
$225.92 - $271.17 $228K - $273K
68.9K $18.7M
MCD
Mcdonalds Corp

Consumer Cyclical
-3.81K
- 5.03%
$245.82 - $304.51 $937K - $1.16M
71.9K $21.9M
CAT
Caterpillar Inc

Industrials
-457
- 0.92%
$316.8 - $391.12 $145K - $179K
49.5K $19.3M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-26.5K
- 2.37%
$41.9 - $48.26 $1.11M - $1.28M
1.09M $52.3M
SHW
Sherwin Williams CO

Basic Materials
-437
- 1.02%
$294.65 - $384.0 $129K - $168K
42.6K $16.3M
LOW
Lowes Companies Inc

Consumer Cyclical
-1.21K
- 1.63%
$213.3 - $270.78 $259K - $329K
73.4K $19.9M
ORCL
Oracle Corp

Technology
-358
- 0.25%
$125.9 - $170.35 $45.1K - $61K
144K $24.5M
IWN
Ishares Russell2000 Val ETF

ETFs
-1.62K
- 0.52%
$150.05 - $171.34 $242K - $277K
309K $51.5M
HD
Home Depot, Inc.

Consumer Cyclical
-127
- 0.18%
$333.64 - $405.2 $42.4K - $51.5K
70.8K $28.7M
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
-785
- 0.56%
$523.84 - $572.02 $411K - $449K
139K $79M
TMO
Thermo Fisher Scientific Inc.

Healthcare
-358
- 0.41%
$531.86 - $624.21 $190K - $223K
87.4K $54.1M
IVV
Ishares Core S&P 500 ETF

ETFs
-4.73K
- 1.17%
$520.18 - $576.82 $2.46M - $2.73M
400K $230M
SPY
Spdr S&P 500 ETF Trust

ETFs
-5.53K
- 1.27%
$517.38 - $573.86 $2.86M - $3.17M
431K $248M
Activity Summary
Buys All Purchases 434 New Holdings 92 Increased Positions 342 Sells All Sells 337 Reductions 337 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