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

Capital International Investors

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

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

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

AllianceBernstein

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Frontier Capital Management Boston, Massachusetts $9.73B AUM 55.65% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Geode Capital Management

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

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return