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Steve Anderson

@Whittier Trust Co

Latest period2024 - Q3ReportedManaged Assets$7.472BTotal holdings1548
Assets growth rate6.01%Assets growth rate (2-Q avg)4.39%Continuous growth in asset value4 quarters

Portfolio positions

This chart displays the top 10 holdings in Whittier Trust Co's 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 1548 positions.

Assets under management

The assets under management (AUM) of Whittier Trust Co over the past 10 years (40 quarters) show continuous growth in total asset value over the last 4 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 7.472B in assets, with a quarterly growth rate of 6.01% and a 2-quarter average growth rate of 4.39%. The portfolio is managed by Steve Anderson, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
ASURAsure Software Inc Com
Recent Activity
New Position
0.06%
$4.14M
457,411 shares@ $9.05 avg price
USIOUsio Inc Com
Recent Activity
New Position
0.06%
$3.821M
2.83M shares@ $1.35 avg price
NOBLProshares Tr S&p 500 Dv Arist
Recent Activity
New Position
0.02%
$951,230
8,910 shares@ $106.76 avg price
PYCRPaycor Hcm Inc Com
Recent Activity
New Position
0.02%
$799,422
56,337 shares@ $14.19 avg price
BXSLBlackstone Secd Lending Fd Common Stock
Recent Activity
New Position
0.01%
$704,893
24,066 shares@ $29.29 avg price
SPOTSpotify Technology S A Shs
Recent Activity
New Position
0.01%
$648,212
1,759 shares@ $368.52 avg price
GSBDGoldman Sachs Bdc Inc Shs
Recent Activity
New Position
0.01%
$594,432
43,200 shares@ $13.76 avg price
SPHDInvesco Exch Traded Fd Tr Iis&p500 Hdl Vol
Recent Activity
New Position
0.01%
$571,328
11,300 shares@ $50.56 avg price
SIRISiriusxm Holdings Inc Common Stock
Recent Activity
New Position
0.01%
$360,194
15,237 shares@ $23.64 avg price
ACPAbrdn Income Credit Strategicom
Recent Activity
New Position
0.01%
$270,215
40,818 shares@ $6.62 avg price