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Whittier Trust’s Bunge Global BG Stock Holding History

Whittier Trust’s Portfolio BG Stock Details BG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-200
Closed -$21.4K – 1550
2024
Q2 		$21.4K Hold
200
– – ﹤0.01% 1082
2024
Q1 		$20.5K Hold
200
– – ﹤0.01% 1120
2023
Q4 		$20.2K Sell
200
-1
-0.5% -$105 ﹤0.01% 1100
2023
Q3 		$21.8K Buy
201
+1
+0.5% +$110 ﹤0.01% 1098
2023
Q2 		$18.9K Hold
200
– – ﹤0.01% 1139
2023
Q1 		$19.1K Hold
200
– – ﹤0.01% 1167
2022
Q4 		$20K Hold
200
– – ﹤0.01% 1147
2022
Q3 		$17K Buy
+200
New +$18.6K ﹤0.01% 1223
2019
Q4 		– Sell
-160
Closed -$9K – 1521
2019
Q3 		$9K Buy
+160
New +$8.94K ﹤0.01% 1147
2017
Q3 		– Sell
-280
Closed -$21K – 1318
2017
Q2 		$21K Hold
280
– – ﹤0.01% 862
2017
Q1 		$22K Hold
280
– – ﹤0.01% 871
2016
Q4 		$20K Hold
280
– – ﹤0.01% 881
2016
Q3 		$17K Hold
280
– – ﹤0.01% 890
2016
Q2 		$17K Hold
280
– – ﹤0.01% 903
2016
Q1 		$16K Hold
280
– – ﹤0.01% 899
2015
Q4 		$19K Sell
280
-107
-28% -$7.54K ﹤0.01% 873
2015
Q3 		$28K Buy
387
+1
+0.3% +$77 ﹤0.01% 806
2015
Q2 		$34K Sell
386
-351
-48% -$31.2K ﹤0.01% 807
2015
Q1 		$61K Buy
737
+1
+0.1% +$85 ﹤0.01% 685
2014
Q4 		$67K Buy
736
+456
+163% +$40.1K ﹤0.01% 618
2014
Q3 		$24K Hold
280
– – ﹤0.01% 753
2014
Q2 		$21K Hold
280
– – ﹤0.01% 772
2014
Q1 		$22K Hold
280
– – ﹤0.01% 782
2013
Q4 		$23K Hold
280
– – ﹤0.01% 789
2013
Q3 		$21K Hold
280
– – ﹤0.01% 793
2013
Q2 		$20K Buy
+280
New +$19.7K ﹤0.01% 793

Other funds holding BG

Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Whittier Trust's BG Position: Q3 2024 in Review

Whittier Trust sold out of Bunge Global (BG) in Q3 2024, closing a stake of 200 shares — an estimated $21.4K sold.

Whittier Trust first reported a position in BG in Q2 2013 and held it in 26 quarters. The position peaked at $67K in Q4 2014. 619 funds tracked by Wall St. Rank hold BG as of Q3 2024.

  • Whittier Trust reported no remaining Bunge Global position as of Q3 2024 after selling out during the quarter.
  • Whittier Trust sold 200 Bunge Global shares in Q3 2024, an estimated $21.4K.
  • Whittier Trust first reported a position in Bunge Global in Q2 2013 and held it in 26 quarters.
  • Whittier Trust's Bunge Global position peaked at $67K in Q4 2014.
  • 619 funds tracked by Wall St. Rank held Bunge Global as of Q3 2024.

Based on Whittier Trust's 13F filing for Q3 2024, filed 21 Oct 2024.