WhitTier Trust Company’s Newmark Group NMRK Stock Holding History

WhitTier Trust Company’s Portfolio NMRK Stock Details NMRK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-263	Closed	-$1.69K	–	1221
2023 Q3	$1.69K	Buy	+263	New	+$1.82K	﹤0.01%	1092
2020 Q4	–	Sell	-6,030	Closed	-$26K	–	991
2020 Q3	$26K	Buy	+6,030	New	+$26.1K	﹤0.01%	708
2019 Q1	–	Sell	-380	Closed	-$3K	–	1038
2018 Q4	$3K	Buy	+380	New	+$3.6K	﹤0.01%	990

Other funds holding NMRK

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

ECP

Empyrean Capital Partners Los Angeles, California $3.07B AUM 34.24% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

RRAM

River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return

CCMLC

Cardinal Capital Management LLC (Connecticut) Greenwich, Connecticut $365M AUM 18.32% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

WhitTier Trust Company's NMRK Position: Q4 2023 in Review

WhitTier Trust Company sold out of Newmark Group (NMRK) in Q4 2023, closing a stake of 263 shares — an estimated $1.69K sold.

WhitTier Trust Company first reported a position in NMRK in Q4 2018 and held it in 3 quarters. The position peaked at $26K in Q3 2020. 220 funds tracked by Wall St. Rank hold NMRK as of Q4 2023.

WhitTier Trust Company reported no remaining Newmark Group position as of Q4 2023 after selling out during the quarter.
WhitTier Trust Company sold 263 Newmark Group shares in Q4 2023, an estimated $1.69K.
WhitTier Trust Company first reported a position in Newmark Group in Q4 2018 and held it in 3 quarters.
WhitTier Trust Company's Newmark Group position peaked at $26K in Q3 2020.
220 funds tracked by Wall St. Rank held Newmark Group as of Q4 2023.

Based on WhitTier Trust Company's 13F filing for Q4 2023, filed 11 Jan 2024.