Whittier Trust’s American Realty Investors ARL Stock Holding History

Whittier Trust’s Portfolio ARL Stock Details ARL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q4	–	Sell	-207	Closed	-$3K	–	1516
2019 Q3	$3K	Hold	207	–	–	﹤0.01%	1316
2019 Q2	$3K	Hold	207	–	–	﹤0.01%	1187
2019 Q1	$3K	Hold	207	–	–	﹤0.01%	1166
2018 Q4	$2K	Hold	207	–	–	﹤0.01%	1229
2018 Q3	$4K	Hold	207	–	–	﹤0.01%	1131
2018 Q2	$3K	Hold	207	–	–	﹤0.01%	1134
2018 Q1	$4K	Hold	207	–	–	﹤0.01%	1152
2017 Q4	$3K	Hold	207	–	–	﹤0.01%	1159
2017 Q3	$2K	Hold	207	–	–	﹤0.01%	1229
2017 Q2	$2K	Hold	207	–	–	﹤0.01%	1154
2017 Q1	$2K	Hold	207	–	–	﹤0.01%	1251
2016 Q4	$1K	Hold	207	–	–	﹤0.01%	1141
2016 Q3	$2K	Hold	207	–	–	﹤0.01%	1106
2016 Q2	$1K	Hold	207	–	–	﹤0.01%	1157
2016 Q1	$1K	Hold	207	–	–	﹤0.01%	1136
2015 Q4	$1K	Hold	207	–	–	﹤0.01%	1146
2015 Q3	$1K	Hold	207	–	–	﹤0.01%	1120
2015 Q2	$1K	Hold	207	–	–	﹤0.01%	1167
2015 Q1	$1K	Hold	207	–	–	﹤0.01%	1189
2014 Q4	$1K	Hold	207	–	–	﹤0.01%	1039
2014 Q3	$1K	Hold	207	–	–	﹤0.01%	1017
2014 Q2	$1K	Hold	207	–	–	﹤0.01%	1015
2014 Q1	$2K	Hold	207	–	–	﹤0.01%	1021
2013 Q4	$1K	Hold	207	–	–	﹤0.01%	1043
2013 Q3	$1K	Hold	207	–	–	﹤0.01%	1037
2013 Q2	$1K	Buy	+207	New	+$871	﹤0.01%	1039

Other funds holding ARL

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

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

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

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

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

California State Teachers Retirement System (CalSTRS) West Sacramento, California $94.5B AUM 29.33% 1-Year Est. Return

Whittier Trust's ARL Position: Q4 2019 in Review

Whittier Trust sold out of American Realty Investors (ARL) in Q4 2019, closing a stake of 207 shares — an estimated $3K sold.

Whittier Trust first reported a position in ARL in Q2 2013 and held it in 26 quarters. The position peaked at $4K in Q3 2018. 26 funds tracked by Wall St. Rank hold ARL as of Q4 2019.

Whittier Trust reported no remaining American Realty Investors position as of Q4 2019 after selling out during the quarter.
Whittier Trust sold 207 American Realty Investors shares in Q4 2019, an estimated $3K.
Whittier Trust first reported a position in American Realty Investors in Q2 2013 and held it in 26 quarters.
Whittier Trust's American Realty Investors position peaked at $4K in Q3 2018.
26 funds tracked by Wall St. Rank held American Realty Investors as of Q4 2019.

Based on Whittier Trust's 13F filing for Q4 2019, filed 31 Jan 2020.