Whittier Trust’s Brandywine Realty Trust BDN Stock Holding History

Whittier Trust’s Portfolio BDN Stock Details BDN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-134	Closed	-$633	–	1571
2023 Q1	$633	Hold	134	–	–	﹤0.01%	1549
2022 Q4	$824	Hold	134	–	–	﹤0.01%	1556
2022 Q3	$1K	Hold	134	–	–	﹤0.01%	1591
2022 Q2	$1K	Hold	134	–	–	﹤0.01%	1600
2022 Q1	$2K	Hold	134	–	–	﹤0.01%	1562
2021 Q4	$2K	Hold	134	–	–	﹤0.01%	1489
2021 Q3	$2K	Hold	134	–	–	﹤0.01%	1407
2021 Q2	$2K	Hold	134	–	–	﹤0.01%	1438
2021 Q1	$2K	Sell	134 -134	-50%	-$1.64K	﹤0.01%	1429
2020 Q4	$4K	Buy	268 +134	+100%	+$1.44K	﹤0.01%	1259
2020 Q3	$1K	Sell	134 -9,700	-99%	-$105K	﹤0.01%	1365
2020 Q2	$107K	Hold	9,834	–	–	﹤0.01%	661
2020 Q1	$103K	Buy	9,834 +9,700	+7,239%	+$137K	﹤0.01%	649
2019 Q4	$2K	Hold	134	–	–	﹤0.01%	1348
2019 Q3	$2K	Buy	+134	New	+$1.96K	﹤0.01%	1359

Other funds holding BDN

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Whittier Trust's BDN Position: Q2 2023 in Review

Whittier Trust sold out of Brandywine Realty Trust (BDN) in Q2 2023, closing a stake of 134 shares — an estimated $633 sold.

Whittier Trust first reported a position in BDN in Q3 2019 and held it in 15 quarters. The position peaked at $107K in Q2 2020. 245 funds tracked by Wall St. Rank hold BDN as of Q2 2023.

Whittier Trust reported no remaining Brandywine Realty Trust position as of Q2 2023 after selling out during the quarter.
Whittier Trust sold 134 Brandywine Realty Trust shares in Q2 2023, an estimated $633.
Whittier Trust first reported a position in Brandywine Realty Trust in Q3 2019 and held it in 15 quarters.
Whittier Trust's Brandywine Realty Trust position peaked at $107K in Q2 2020.
245 funds tracked by Wall St. Rank held Brandywine Realty Trust as of Q2 2023.

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