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Whittier Trust’s Smartbird Inc BIRD Stock Holding History

Whittier Trust’s Portfolio BIRD Stock Details BIRD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-25
Closed -$174 – 1498
2024
Q4 		$174 Hold
25
– – ﹤0.01% 1529
2024
Q3 		$295 Hold
25
– – ﹤0.01% 1528
2024
Q2 		$250 Hold
25
– – ﹤0.01% 1499
2024
Q1 		$345 Hold
25
– – ﹤0.01% 1488
2023
Q4 		$610 Hold
25
– – ﹤0.01% 1466
2023
Q3 		$550 Hold
25
– – ﹤0.01% 1568
2023
Q2 		$625 Hold
25
– – ﹤0.01% 1504
2023
Q1 		$595 Hold
25
– – ﹤0.01% 1550
2022
Q4 		$1.21K Hold
25
– – ﹤0.01% 1524
2022
Q3 		$2K Buy
+25
New +$2.21K ﹤0.01% 1555
2022
Q2 		– Sell
-21
Closed -$3K – 1685
2022
Q1 		$3K Hold
21
– – ﹤0.01% 1508
2021
Q4 		$6K Buy
+21
New +$7.86K ﹤0.01% 1382

Other funds holding BIRD

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
GCP
GSA Capital Partners London, United Kingdom $1.61B AUM 28.28% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
SIM
Spark Investment Management New York $41.6M AUM 80.97% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Whittier Trust's BIRD Position: Q1 2025 in Review

Whittier Trust sold out of Smartbird Inc (BIRD) in Q1 2025, closing a stake of 25 shares — an estimated $174 sold.

Whittier Trust first reported a position in BIRD in Q4 2021 and held it in 12 quarters. The position peaked at $6K in Q4 2021. 45 funds tracked by Wall St. Rank hold BIRD as of Q1 2025.

  • Whittier Trust reported no remaining Smartbird Inc position as of Q1 2025 after selling out during the quarter.
  • Whittier Trust sold 25 Smartbird Inc shares in Q1 2025, an estimated $174.
  • Whittier Trust first reported a position in Smartbird Inc in Q4 2021 and held it in 12 quarters.
  • Whittier Trust's Smartbird Inc position peaked at $6K in Q4 2021.
  • 45 funds tracked by Wall St. Rank held Smartbird Inc as of Q1 2025.

Based on Whittier Trust's 13F filing for Q1 2025, filed 2 May 2025.