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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
TELTe Connectivity Ltd Shs
Recent Activity
Exited
0%
$1.449M
9,630 shares@ $150.43 avg price
FSDFirst Tr High Income Long Com
Recent Activity
Exited
0%
$774,976
62,802 shares@ $12.34 avg price
BATRKLiberty Media Corp Del Com Lbty Srm S A
Recent Activity
Exited
0%
$296,676
13,400 shares@ $22.14 avg price
FERGFerguson Plc New Shs
Recent Activity
Exited
0%
$202,944
1,048 shares@ $193.65 avg price
ECATBlackrock Esg Cap Allc Term Shs Ben Int
Recent Activity
Exited
0%
$131,475
7,500 shares@ $17.53 avg price
NFRAFlexshares Tr Stoxx Globr Inf
Recent Activity
Exited
0%
$120,345
2,263 shares@ $53.18 avg price
FUNCedar Fair L P Depositry Unit
Recent Activity
Exited
0%
$97,812
1,800 shares@ $54.34 avg price
BATRKLiberty Media Corp Del Com Lbty Srm S C
Recent Activity
Exited
0%
$95,951
4,332 shares@ $22.15 avg price
SHMSpdr Nuveen S T-shm
Recent Activity
Exited
0%
$86,528
1,834 shares@ $47.18 avg price
INTLNorthern Lts Fd Tr Iv Main Intnl Etf
Recent Activity
Exited
0%
$81,833
3,629 shares@ $22.55 avg price