Whittier Trust’s Clarus CLAR Stock Holding History

Whittier Trust’s Portfolio CLAR Stock Details CLAR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-5,706	Closed	-$19.6K	–	1369
2025 Q3	$19.6K	Hold	5,706	–	–	﹤0.01%	1001
2025 Q2	$19.8K	Hold	5,706	–	–	﹤0.01%	1110
2025 Q1	$21.4K	Hold	5,706	–	–	﹤0.01%	1087
2024 Q4	$25.7K	Hold	5,706	–	–	﹤0.01%	1051
2024 Q3	$25.7K	Hold	5,706	–	–	﹤0.01%	1051
2024 Q2	$38.4K	Hold	5,706	–	–	﹤0.01%	960
2024 Q1	$38.5K	Hold	5,706	–	–	﹤0.01%	986
2023 Q4	$39.3K	Hold	5,706	–	–	﹤0.01%	969
2023 Q3	$43.1K	Hold	5,706	–	–	﹤0.01%	955
2023 Q2	$52.2K	Hold	5,706	–	–	﹤0.01%	925
2023 Q1	$53.9K	Hold	5,706	–	–	﹤0.01%	954
2022 Q4	$44.7K	Hold	5,706	–	–	﹤0.01%	986
2022 Q3	$77K	Hold	5,706	–	–	﹤0.01%	871
2022 Q2	$108K	Hold	5,706	–	–	﹤0.01%	772
2022 Q1	$130K	Sell	5,706 -3,608	-39%	-$83.6K	﹤0.01%	762
2021 Q4	$258K	Sell	9,314 -730	-7%	-$20.2K	﹤0.01%	621
2021 Q3	$257K	Hold	10,044	–	–	﹤0.01%	592
2021 Q2	$258K	Hold	10,044	–	–	﹤0.01%	602
2021 Q1	$171K	Hold	10,044	–	–	﹤0.01%	666
2020 Q4	$155K	Hold	10,044	–	–	﹤0.01%	637
2020 Q3	$142K	Hold	10,044	–	–	﹤0.01%	639
2020 Q2	$116K	Hold	10,044	–	–	﹤0.01%	649
2020 Q1	$98K	Hold	10,044	–	–	﹤0.01%	663
2019 Q4	$136K	Hold	10,044	–	–	﹤0.01%	633
2019 Q3	$117K	Hold	10,044	–	–	﹤0.01%	653
2019 Q2	$144K	Hold	10,044	–	–	﹤0.01%	587
2019 Q1	$128K	Hold	10,044	–	–	﹤0.01%	610
2018 Q4	$101K	Hold	10,044	–	–	﹤0.01%	629
2018 Q3	$111K	Hold	10,044	–	–	﹤0.01%	618
2018 Q2	$83K	Hold	10,044	–	–	﹤0.01%	655
2018 Q1	$68K	Buy	+10,044	New	+$71.3K	﹤0.01%	708

Other funds holding CLAR

Greenhouse Funds Baltimore, Maryland $1.96B AUM 36.47% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return

DRZID

DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.96B AUM 38.5% 1-Year Est. Return

Parthenon LLC Louisville, Kentucky $962M AUM 27.46% 1-Year Est. Return

PCM

Potomac Capital Management New York $147M AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Whittier Trust's CLAR Position: Q4 2025 in Review

Whittier Trust sold out of Clarus (CLAR) in Q4 2025, closing a stake of 5,706 shares — an estimated $19.6K sold.

Whittier Trust first reported a position in CLAR in Q1 2018 and held it in 31 quarters. The position peaked at $258K in Q4 2021. 95 funds tracked by Wall St. Rank hold CLAR as of Q4 2025.

Whittier Trust reported no remaining Clarus position as of Q4 2025 after selling out during the quarter.
Whittier Trust sold 5,706 Clarus shares in Q4 2025, an estimated $19.6K.
Whittier Trust first reported a position in Clarus in Q1 2018 and held it in 31 quarters.
Whittier Trust's Clarus position peaked at $258K in Q4 2021.
95 funds tracked by Wall St. Rank held Clarus as of Q4 2025.

Based on Whittier Trust's 13F filing for Q4 2025, filed 26 Jan 2026.