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Whittier Trust’s Cemex CX Stock Holding History

Whittier Trust’s Portfolio CX Stock Details CX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-1,353
Closed -$9.38K – 1445
2025
Q2 		$9.38K Buy
+1,353
New +$8.58K ﹤0.01% 1243
2021
Q3 		– Sell
-5,252
Closed -$44K – 1512
2021
Q2 		$44K Hold
5,252
– – ﹤0.01% 981
2021
Q1 		$37K Sell
5,252
-5,252
-50% -$34K ﹤0.01% 998
2020
Q4 		$54K Buy
10,504
+5,252
+100% +$24.1K ﹤0.01% 836
2020
Q3 		$20K Buy
+5,252
New +$17.2K ﹤0.01% 997
2019
Q4 		– Sell
-312
Closed -$1K – 1532
2019
Q3 		$1K Hold
312
– – ﹤0.01% 1430
2019
Q2 		$1K Hold
312
– – ﹤0.01% 1268
2019
Q1 		$1K Sell
312
-168
-35% -$841 ﹤0.01% 1262
2018
Q4 		$2K Sell
480
-2,923
-86% -$15.6K ﹤0.01% 1236
2018
Q3 		$24K Hold
3,403
– – ﹤0.01% 913
2018
Q2 		$22K Hold
3,403
– – ﹤0.01% 907
2018
Q1 		$23K Sell
3,403
-1
-0% -$7 ﹤0.01% 907
2017
Q4 		$26K Buy
3,404
+480
+16% +$3.79K ﹤0.01% 877
2017
Q3 		$27K Hold
2,924
– – ﹤0.01% 857
2017
Q2 		$28K Hold
2,924
– – ﹤0.01% 818
2017
Q1 		$26K Hold
2,924
– – ﹤0.01% 841
2016
Q4 		$23K Hold
2,924
– – ﹤0.01% 858
2016
Q3 		$22K Sell
2,924
-467
-14% -$3.44K ﹤0.01% 861
2016
Q2 		$20K Sell
3,391
-1
-0% -$6 ﹤0.01% 879
2016
Q1 		$23K Hold
3,392
– – ﹤0.01% 854
2015
Q4 		$17K Sell
3,392
-1,637
-33% -$9.56K ﹤0.01% 891
2015
Q3 		$33K Sell
5,029
-585
-10% -$4.34K ﹤0.01% 775
2015
Q2 		$48K Buy
5,614
+3,391
+153% +$30.2K ﹤0.01% 741
2015
Q1 		$19K Buy
2,223
+1,638
+280% +$14.1K ﹤0.01% 883
2014
Q4 		$5K Buy
+585
New +$6.08K ﹤0.01% 946

Other funds holding CX

Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $29.1B AUM 60.8% 1-Year Est. Return
BIP
Brandes Investment Partners La Jolla, California $14.3B AUM 23.11% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
PC
PointState Capital New York $7.82B AUM 43.51% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Whittier Trust's CX Position: Q3 2025 in Review

Whittier Trust sold out of Cemex (CX) in Q3 2025, closing a stake of 1,353 shares — an estimated $9.38K sold.

Whittier Trust first reported a position in CX in Q4 2014 and held it in 25 quarters. The position peaked at $54K in Q4 2020. 286 funds tracked by Wall St. Rank hold CX as of Q3 2025.

  • Whittier Trust reported no remaining Cemex position as of Q3 2025 after selling out during the quarter.
  • Whittier Trust sold 1,353 Cemex shares in Q3 2025, an estimated $9.38K.
  • Whittier Trust first reported a position in Cemex in Q4 2014 and held it in 25 quarters.
  • Whittier Trust's Cemex position peaked at $54K in Q4 2020.
  • 286 funds tracked by Wall St. Rank held Cemex as of Q3 2025.

Based on Whittier Trust's 13F filing for Q3 2025, filed 31 Oct 2025.