WT
BILL icon

Whittier Trust’s BILL Holdings BILL Stock Holding History

Whittier Trust’s Portfolio BILL Stock Details BILL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-10
Closed -$533 – 1361
2025
Q3 		$533 Hold
10
– – ﹤0.01% 1346
2025
Q2 		$462 Hold
10
– – ﹤0.01% 1475
2025
Q1 		$458 Buy
+10
New +$672 ﹤0.01% 1463
2023
Q2 		– Sell
-1,150
Closed -$93.3K – 1574
2023
Q1 		$93.3K Buy
1,150
+150
+15% +$13.9K ﹤0.01% 826
2022
Q4 		$109K Sell
1,000
-3
-0.3% -$360 ﹤0.01% 790
2022
Q3 		$133K Buy
1,003
+1,000
+33,333% +$144K ﹤0.01% 732
2022
Q2 		$0 Buy
+3
New +$437 ﹤0.01% 1684

Other funds holding BILL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
ECH
ER Collective Holdings Washington, District of Columbia $326M AUM
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
SV
Starboard Value New York $4.57B AUM 4.97% 1-Year Est. Return
CAM
Contour Asset Management New York $3.08B AUM 21.94% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $78.1B AUM 55.25% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
EIM
Elliott Investment Management West Palm Beach, Florida $20.1B AUM 60.76% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return