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Whittier Trust’s Cboe Global Markets CBOE Stock Holding History

Whittier Trust’s Portfolio CBOE Stock Details CBOE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-2
Closed -$312 – 1533
2023
Q3 		$312 Buy
+2
New +$294 ﹤0.01% 1604
2018
Q2 		– Sell
-119
Closed -$14K – 1271
2018
Q1 		$14K Hold
119
– – ﹤0.01% 990
2017
Q4 		$15K Hold
119
– – ﹤0.01% 972
2017
Q3 		$13K Hold
119
– – ﹤0.01% 980
2017
Q2 		$11K Hold
119
– – ﹤0.01% 965
2017
Q1 		$10K Buy
+119
New +$9.3K ﹤0.01% 995

Other funds holding CBOE

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 $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.1B AUM 21.36% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return

Whittier Trust's CBOE Position: Q4 2023 in Review

Whittier Trust sold out of Cboe Global Markets (CBOE) in Q4 2023, closing a stake of 2 shares — an estimated $312 sold.

Whittier Trust first reported a position in CBOE in Q1 2017 and held it in 6 quarters. The position peaked at $15K in Q4 2017. 721 funds tracked by Wall St. Rank hold CBOE as of Q4 2023.

  • Whittier Trust reported no remaining Cboe Global Markets position as of Q4 2023 after selling out during the quarter.
  • Whittier Trust sold 2 Cboe Global Markets shares in Q4 2023, an estimated $312.
  • Whittier Trust first reported a position in Cboe Global Markets in Q1 2017 and held it in 6 quarters.
  • Whittier Trust's Cboe Global Markets position peaked at $15K in Q4 2017.
  • 721 funds tracked by Wall St. Rank held Cboe Global Markets as of Q4 2023.

Based on Whittier Trust's 13F filing for Q4 2023, filed 11 Jan 2024.