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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
ETRNEquitrans Midstream Corp Com
Recent Activity
Exited
0%
$4,257
328 shares@ $12.98 avg price
HMCHonda Motor Ltd Amern Shs
Recent Activity
Exited
0%
$4,157
129 shares@ $32.23 avg price
ORANYOrange Sponsored Adr
Recent Activity
Exited
0%
$4,115
412 shares@ $9.99 avg price
WPPWpp Plc New Adr
Recent Activity
Exited
0%
$3,844
84 shares@ $45.77 avg price
IGFS&p Global Infrastructure
Recent Activity
Exited
0%
$2,970
62 shares@ $47.91 avg price
MFGMizuho Finl Group Inc Sponsored Adr
Recent Activity
Exited
0%
$2,897
685 shares@ $4.23 avg price
SNBRSleep Number Corp Com
Recent Activity
Exited
0%
$2,813
294 shares@ $9.57 avg price
GMABGenmab A S Sponsored Ads
Recent Activity
Exited
0%
$2,763
110 shares@ $25.12 avg price
CTMXCytomx Therapeutics Inc Com
Recent Activity
Exited
0%
$2,684
2,200 shares@ $1.22 avg price
EAFGraftech Intl Ltd Com
Recent Activity
Exited
0%
$2,618
2,699 shares@ $0.97 avg price