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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
CNHCnh Indl N V Shs
Recent Activity
Exited
0%
$81,040
8,000 shares@ $10.13 avg price
JWNNordstrom Inc Com
Recent Activity
Exited
0%
$63,630
3,000 shares@ $21.21 avg price
MATWMatthews Intl Corp Cl A
Recent Activity
Exited
0%
$37,560
1,500 shares@ $25.04 avg price
HEHawaiian Elec Industries Com
Recent Activity
Exited
0%
$34,808
3,859 shares@ $9.02 avg price
HUBSHubspot Inc Com
Recent Activity
Exited
0%
$34,797
59 shares@ $589.78 avg price
SKTTanger Factory Outlet Ctrs Icom
Recent Activity
Exited
0%
$33,290
1,228 shares@ $27.11 avg price
G162⤦Brookfield Reins Ltd Cl A-1 Exch Nonv
Recent Activity
Exited
0%
$31,106
744 shares@ $41.81 avg price
BGBunge Global Sa Com Shs
Recent Activity
Exited
0%
$21,354
200 shares@ $106.77 avg price
TMToyota Motor Corp Sp Adr Rep2com
Recent Activity
Exited
0%
$15,782
77 shares@ $204.97 avg price
ELDWisdomtree Tr Em Lcl Debt Fd
Recent Activity
Exited
0%
$14,761
560 shares@ $26.36 avg price