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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

Other funds holding ASPN

KL
KIM LLC Wichita, Kansas $1B AUM 29.68% 1-Year Est. Return
OCMI
Oaktop Capital Management II Chatham, New Jersey $2.35B AUM 214.39% 1-Year Est. Return
GKFF
George Kaiser Family Foundation Tulsa, Oklahoma $1.04B AUM 36.93% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
ECA
Encompass Capital Advisors New York $2.81B AUM 198.36% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
TAM
Telemark Asset Management Boston, Massachusetts $1.38B AUM 71.45% 1-Year Est. Return
DCM
Driehaus Capital Management Chicago, Illinois $17.3B AUM 211.34% 1-Year Est. Return
NIM
Needham Investment Management New York $3.33B AUM 163.16% 1-Year Est. Return

Whittier Trust's ASPN Position: Q4 2022 in Review

Whittier Trust sold out of Aspen Aerogels (ASPN) in Q4 2022, closing a stake of 54 shares.

Whittier Trust first reported a position in ASPN in Q4 2014 and held it in 7 quarters. The position peaked at $2K in Q1 2022. 163 funds tracked by Wall St. Rank hold ASPN as of Q4 2022.

  • Whittier Trust reported no remaining Aspen Aerogels position as of Q4 2022 after selling out during the quarter.
  • Whittier Trust sold 54 Aspen Aerogels shares in Q4 2022.
  • Whittier Trust first reported a position in Aspen Aerogels in Q4 2014 and held it in 7 quarters.
  • Whittier Trust's Aspen Aerogels position peaked at $2K in Q1 2022.
  • 163 funds tracked by Wall St. Rank held Aspen Aerogels as of Q4 2022.

Based on Whittier Trust's 13F filing for Q4 2022, filed 25 Jan 2023.