Whittier Trust’s ATI ATI Stock Holding History

Whittier Trust’s Portfolio ATI Stock Details ATI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-118	Closed	-$4.66K	–	1565
2023 Q1	$4.66K	Hold	118	–	–	﹤0.01%	1400
2022 Q4	$3.52K	Hold	118	–	–	﹤0.01%	1431
2022 Q3	$3K	Hold	118	–	–	﹤0.01%	1509
2022 Q2	$3K	Hold	118	–	–	﹤0.01%	1500
2022 Q1	$3K	Buy	+118	New	+$2.73K	﹤0.01%	1505
2019 Q2	–	Sell	-2,733	Closed	-$70K	–	1379
2019 Q1	$70K	Hold	2,733	–	–	﹤0.01%	716
2018 Q4	$59K	Buy	+2,733	New	+$70.9K	﹤0.01%	745
2017 Q2	–	Sell	-434	Closed	-$8K	–	1255
2017 Q1	$8K	Buy	+434	New	+$8.16K	﹤0.01%	1038
2016 Q1	–	Sell	-697	Closed	-$8K	–	1179
2015 Q4	$8K	Hold	697	–	–	﹤0.01%	985
2015 Q3	$10K	Hold	697	–	–	﹤0.01%	955
2015 Q2	$21K	Hold	697	–	–	﹤0.01%	885
2015 Q1	$21K	Hold	697	–	–	﹤0.01%	866
2014 Q4	$24K	Hold	697	–	–	﹤0.01%	758
2014 Q3	$26K	Hold	697	–	–	﹤0.01%	742
2014 Q2	$31K	Hold	697	–	–	﹤0.01%	716
2014 Q1	$26K	Hold	697	–	–	﹤0.01%	760
2013 Q4	$25K	Hold	697	–	–	﹤0.01%	772
2013 Q3	$21K	Hold	697	–	–	﹤0.01%	791
2013 Q2	$18K	Buy	+697	New	+$19.6K	﹤0.01%	800

Other funds holding ATI

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

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

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

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

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

FCM

Frontier Capital Management Boston, Massachusetts $10.7B AUM 67.78% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Whittier Trust's ATI Position: Q2 2023 in Review

Whittier Trust sold out of ATI (ATI) in Q2 2023, closing a stake of 118 shares — an estimated $4.66K sold.

Whittier Trust first reported a position in ATI in Q2 2013 and held it in 19 quarters. The position peaked at $70K in Q1 2019. 329 funds tracked by Wall St. Rank hold ATI as of Q2 2023.

Whittier Trust reported no remaining ATI position as of Q2 2023 after selling out during the quarter.
Whittier Trust sold 118 ATI shares in Q2 2023, an estimated $4.66K.
Whittier Trust first reported a position in ATI in Q2 2013 and held it in 19 quarters.
Whittier Trust's ATI position peaked at $70K in Q1 2019.
329 funds tracked by Wall St. Rank held ATI as of Q2 2023.

Based on Whittier Trust's 13F filing for Q2 2023, filed 24 Jul 2023.