WT
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Whittier Trust’s Aspen Aerogels ASPN Stock Holding History

Whittier Trust’s Portfolio ASPN Stock Details ASPN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-54
Closed – – 1629
2022
Q3 		$0 Hold
54
– – ﹤0.01% 1665
2022
Q2 		$1K Hold
54
– – ﹤0.01% 1597
2022
Q1 		$2K Buy
+54
New +$1.75K ﹤0.01% 1557
2015
Q4 		– Sell
-225
Closed -$2K – 1192
2015
Q3 		$2K Hold
225
– – ﹤0.01% 1095
2015
Q2 		$1K Hold
225
– – ﹤0.01% 1168
2015
Q1 		$2K Hold
225
– – ﹤0.01% 1162
2014
Q4 		$2K Buy
+225
New +$1.91K ﹤0.01% 1018

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OCMI
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GKFF
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Vanguard Group
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ECA
Encompass Capital Advisors New York $3.34B AUM 167.64% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
TAM
Telemark Asset Management Boston, Massachusetts $1.08B AUM 70.88% 1-Year Est. Return
DCM
Driehaus Capital Management Chicago, Illinois $13.6B AUM 173.98% 1-Year Est. Return
NIM
Needham Investment Management New York $1.96B AUM 101.23% 1-Year Est. Return