Whittier Trust’s Coherent COHR Stock Holding History

Whittier Trust’s Portfolio COHR Stock Details COHR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$40.5K	Buy	+160	New	+$36.6K	﹤0.01%	874
2025 Q2	–	Sell	-675	Closed	-$43.8K	–	1519
2025 Q1	$43.8K	Buy	+675	New	+$55.9K	﹤0.01%	955
2022 Q4	–	Sell	-147,200	Closed	-$5.13M	–	1641
2022 Q3	$5.13M	Hold	147,200	–	–	0.11%	182
2022 Q2	$7.5M	Hold	147,200	–	–	0.15%	144
2022 Q1	$10.7M	Hold	147,200	–	–	0.18%	123
2021 Q4	$10.1M	Hold	147,200	–	–	0.16%	129
2021 Q3	$8.74M	Hold	147,200	–	–	0.16%	136
2021 Q2	$10.7M	Hold	147,200	–	–	0.19%	121
2021 Q1	$10.1M	Hold	147,200	–	–	0.2%	117
2020 Q4	$11.2M	Hold	147,200	–	–	0.24%	108
2020 Q3	$5.97M	Hold	147,200	–	–	0.14%	141
2020 Q2	$6.95M	Hold	147,200	–	–	0.19%	125
2020 Q1	$4.2M	Hold	147,200	–	–	0.14%	150
2019 Q4	$4.96M	Hold	147,200	–	–	0.13%	157
2019 Q3	$5.18M	Hold	147,200	–	–	0.15%	144
2019 Q2	$5.38M	Hold	147,200	–	–	0.16%	142
2019 Q1	$5.48M	Hold	147,200	–	–	0.17%	134
2018 Q4	$4.78M	Buy	+147,200	New	+$5.49M	0.16%	136

Other funds holding COHR

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Nvidia Corp Santa Clara, California $18.4B AUM 362.26% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

WT Asset Management Hong Kong $4.77B AUM 334.05% 1-Year Est. Return