WT
DJCO icon

Whittier Trust’s Daily Journal DJCO Stock Holding History

Whittier Trust’s Portfolio DJCO Stock Details DJCO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q3 		– Sell
-1,100
Closed -$372K – 1513
2021
Q2 		$372K Hold
1,100
– – 0.01% 529
2021
Q1 		$348K Hold
1,100
– – 0.01% 532
2020
Q4 		$444K Hold
1,100
– – 0.01% 452
2020
Q3 		$266K Buy
+1,100
New +$302K 0.01% 516

Other funds holding DJCO

RI
RWWM Inc Rocklin, California $1.37B AUM 3.81% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
ACM
Aquamarine Capital Management New York $170M AUM 15.49% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $93.1B AUM 28.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Whittier Trust's DJCO Position: Q3 2021 in Review

Whittier Trust sold out of Daily Journal (DJCO) in Q3 2021, closing a stake of 1,100 shares — an estimated $372K sold.

Whittier Trust first reported a position in DJCO in Q3 2020 and held it in 4 quarters. The position peaked at $444K in Q4 2020. 57 funds tracked by Wall St. Rank hold DJCO as of Q3 2021.

  • Whittier Trust reported no remaining Daily Journal position as of Q3 2021 after selling out during the quarter.
  • Whittier Trust sold 1,100 Daily Journal shares in Q3 2021, an estimated $372K.
  • Whittier Trust first reported a position in Daily Journal in Q3 2020 and held it in 4 quarters.
  • Whittier Trust's Daily Journal position peaked at $444K in Q4 2020.
  • 57 funds tracked by Wall St. Rank held Daily Journal as of Q3 2021.

Based on Whittier Trust's 13F filing for Q3 2021, filed 1 Nov 2021.