WT
COUP

Whittier Trust’s Coupa Software Incorporated COUP Stock Holding History

Whittier Trust’s Portfolio COUP Stock Details COUP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-69
Closed -$15K – 1616
2021
Q3 		$15K Hold
69
– – ﹤0.01% 1193
2021
Q2 		$18K Hold
69
– – ﹤0.01% 1178
2021
Q1 		$18K Buy
+69
New +$21.7K ﹤0.01% 1155

Other funds holding COUP

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
Tiger Global Management
Tiger Global Management New York $22.8B AUM 30.07% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Whittier Trust's COUP Position: Q4 2021 in Review

Whittier Trust sold out of Coupa Software Incorporated (COUP) in Q4 2021, closing a stake of 69 shares — an estimated $15K sold.

Whittier Trust first reported a position in COUP in Q1 2021 and held it in 3 quarters. The position peaked at $18K in Q2 2021. 457 funds tracked by Wall St. Rank hold COUP as of Q4 2021.

  • Whittier Trust reported no remaining Coupa Software Incorporated position as of Q4 2021 after selling out during the quarter.
  • Whittier Trust sold 69 Coupa Software Incorporated shares in Q4 2021, an estimated $15K.
  • Whittier Trust first reported a position in Coupa Software Incorporated in Q1 2021 and held it in 3 quarters.
  • Whittier Trust's Coupa Software Incorporated position peaked at $18K in Q2 2021.
  • 457 funds tracked by Wall St. Rank held Coupa Software Incorporated as of Q4 2021.

Based on Whittier Trust's 13F filing for Q4 2021, filed 19 Jan 2022.