Whittier Trust’s Alarm.com ALRM Stock Holding History

Whittier Trust’s Portfolio ALRM Stock Details ALRM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q2	–	Sell	-35	Closed	-$2K	–	1671
2022 Q1	$2K	Buy	+35	New	+$2.48K	﹤0.01%	1553

Other funds holding ALRM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

BCM

Brown Capital Management Baltimore, Maryland $500M AUM 25.3% 1-Year Est. Return

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

William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return

DGI

Disciplined Growth Investors Minneapolis, Minnesota $5.91B AUM 53.97% 1-Year Est. Return

Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

GCM

Geneva Capital Management Milwaukee, Wisconsin $4.36B AUM 17.81% 1-Year Est. Return

BCM

Bares Capital Management Austin, Texas $1.08B AUM 38.13% 1-Year Est. Return

Whittier Trust's ALRM Position: Q2 2022 in Review

Whittier Trust sold out of Alarm.com (ALRM) in Q2 2022, closing a stake of 35 shares — an estimated $2K sold.

Whittier Trust first reported a position in ALRM in Q1 2022 and held it in 1 quarter. The position peaked at $2K in Q1 2022. 248 funds tracked by Wall St. Rank hold ALRM as of Q2 2022.

Whittier Trust reported no remaining Alarm.com position as of Q2 2022 after selling out during the quarter.
Whittier Trust sold 35 Alarm.com shares in Q2 2022, an estimated $2K.
Whittier Trust first reported a position in Alarm.com in Q1 2022 and held it in 1 quarter.
Whittier Trust's Alarm.com position peaked at $2K in Q1 2022.
248 funds tracked by Wall St. Rank held Alarm.com as of Q2 2022.

Based on Whittier Trust's 13F filing for Q2 2022, filed 28 Jul 2022.