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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
WERNWerner Enterprises Inc Com
Recent Activity
Exited
0%
$11,140
311 shares@ $35.82 avg price
NWLINational Westn Life Group Incl A
Recent Activity
Exited
0%
$9,938
20 shares@ $496.9 avg price
MTUSTimkensteel Corp Com
Recent Activity
Exited
0%
$6,585
325 shares@ $20.27 avg price
CHRDChord Energy Corp
Recent Activity
Exited
0%
$6,036
36 shares@ $167.67 avg price
SITCSite Ctrs Corp Com
Recent Activity
Exited
0%
$5,437
375 shares@ $14.5 avg price
SIXSix Flags Entmt Corp New Com
Recent Activity
Exited
0%
$4,803
145 shares@ $33.13 avg price
WIPSpdr Series Trust Db Int Gvt Etf
Recent Activity
Exited
0%
$4,774
124 shares@ $38.5 avg price
ARIApollo Coml Real Est Fin Inccom
Recent Activity
Exited
0%
$4,708
481 shares@ $9.79 avg price
PEBPebblebrook Hotel Tr Com
Recent Activity
Exited
0%
$4,675
340 shares@ $13.75 avg price
AQNAlgonquin Pwr Utils Corp Com
Recent Activity
Exited
0%
$4,605
786 shares@ $5.86 avg price