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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
FNDESchwab Strategic Tr Fundamental Emer
Recent Activity
New Position
0.01%
$28,300
877 shares@ $32.27 avg price
PRGProg Holdings Inc Com Npv
Recent Activity
New Position
0.01%
$26,184
540 shares@ $48.49 avg price
USDProshares Tr Pshs Ult Semicdt
Recent Activity
New Position
0.01%
$22,782
190 shares@ $119.91 avg price
MMSMaximus Inc Com
Recent Activity
New Position
0.01%
$20,306
218 shares@ $93.15 avg price
XPCQXPimco Ca Municipal Income Fdcom
Recent Activity
New Position
0.01%
$19,920
2,000 shares@ $9.96 avg price
FNDFSchwab Strategic Tr Fundamental Intl
Recent Activity
New Position
0.01%
$19,389
519 shares@ $37.36 avg price
CHWYChewy Inc Cl A
Recent Activity
New Position
0.01%
$17,924
612 shares@ $29.29 avg price
PFGCPerformance Food Group Co Com
Recent Activity
New Position
0.01%
$17,475
223 shares@ $78.37 avg price
DOOOBrp Inc Com Sun Vtg
Recent Activity
New Position
0.01%
$17,385
292 shares@ $59.54 avg price
EWQIshares Msci France Etf
Recent Activity
New Position
0.01%
$17,372
430 shares@ $40.4 avg price