WTC
SP

WhitTier Trust Company’s SP Plus Corporation SP Stock Holding History

WhitTier Trust Company’s Portfolio SP Stock Details SP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-100
Closed -$3K – 1191
2022
Q2 		$3K Hold
100
– – ﹤0.01% 1049
2022
Q1 		$3K Hold
100
– – ﹤0.01% 1046
2021
Q4 		$3K Sell
100
-600
-86% -$18K ﹤0.01% 1007
2021
Q3 		$21K Buy
+700
New +$21.7K ﹤0.01% 827

Other funds holding SP

RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
SBH
Segall Bryant & Hamill Chicago, Illinois $6.98B AUM 34.78% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
TAM
Telemark Asset Management Boston, Massachusetts $1.08B AUM 70.88% 1-Year Est. Return
ACB
Aristotle Capital Boston Boston, Massachusetts $1.61B AUM 19.82% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BCA
Bernzott Capital Advisors Camarillo, California $209M AUM 9.57% 1-Year Est. Return

WhitTier Trust Company's SP Position: Q3 2022 in Review

WhitTier Trust Company sold out of SP Plus Corporation (SP) in Q3 2022, closing a stake of 100 shares — an estimated $3K sold.

WhitTier Trust Company first reported a position in SP in Q3 2021 and held it in 4 quarters. The position peaked at $21K in Q3 2021. 144 funds tracked by Wall St. Rank hold SP as of Q3 2022.

  • WhitTier Trust Company reported no remaining SP Plus Corporation position as of Q3 2022 after selling out during the quarter.
  • WhitTier Trust Company sold 100 SP Plus Corporation shares in Q3 2022, an estimated $3K.
  • WhitTier Trust Company first reported a position in SP Plus Corporation in Q3 2021 and held it in 4 quarters.
  • WhitTier Trust Company's SP Plus Corporation position peaked at $21K in Q3 2021.
  • 144 funds tracked by Wall St. Rank held SP Plus Corporation as of Q3 2022.

Based on WhitTier Trust Company's 13F filing for Q3 2022, filed 21 Oct 2022.