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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
XHTAXInvesco High Income 2024 Tarcom
Recent Activity
New Position
0.01%
$243,200
32,000 shares@ $7.6 avg price
FERGFerguson Enterprises Inc Common Stock New
Recent Activity
New Position
0.01%
$208,100
1,048 shares@ $198.57 avg price
EELVInvesco Exch Traded Fd Tr Iis&p Emrng Mkts
Recent Activity
New Position
0.01%
$167,549
6,422 shares@ $26.09 avg price
TELTe Connectivity Plc Ord Shs
Recent Activity
New Position
0.01%
$135,135
895 shares@ $150.99 avg price
JEPIJ P Morgan Exchange Traded Fequity Premium
Recent Activity
New Position
0.01%
$107,712
1,810 shares@ $59.51 avg price
FUNSix Flags Entertainment Corpcom
Recent Activity
New Position
0.01%
$75,944
1,884 shares@ $40.31 avg price
HBIHanesbrands Inc Com
Recent Activity
New Position
0.01%
$51,450
7,000 shares@ $7.35 avg price
ETHEGrayscale Ethereum Tr Eth Shs
Recent Activity
New Position
0.01%
$45,554
2,082 shares@ $21.88 avg price
RDDTReddit Inc Cl A
Recent Activity
New Position
0.01%
$41,660
632 shares@ $65.92 avg price
BNTBrookfield Wealth Sol Ltd Cl A Exchangeab
Recent Activity
New Position
0.01%
$39,543
744 shares@ $53.15 avg price