Whittier Trust’s DT Midstream DTM Stock Holding History

Whittier Trust’s Portfolio DTM Stock Details DTM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-600	Closed	-$47.2K	–	1563
2024 Q3	$47.2K	Hold	600	–	–	﹤0.01%	933
2024 Q2	$42.6K	Hold	600	–	–	﹤0.01%	942
2024 Q1	$36.7K	Sell	600 -1,072	-64%	-$59.7K	﹤0.01%	997
2023 Q4	$91.6K	Buy	1,672 +1,064	+175%	+$58.6K	﹤0.01%	788
2023 Q3	$32.2K	Buy	608 +8	+1%	+$417	﹤0.01%	1013
2023 Q2	$29.7K	Hold	600	–	–	﹤0.01%	1037
2023 Q1	$29.6K	Hold	600	–	–	﹤0.01%	1069
2022 Q4	$33.1K	Sell	600 -6	-1%	-$343	﹤0.01%	1035
2022 Q3	$31K	Sell	606 -257	-30%	-$13.9K	﹤0.01%	1071
2022 Q2	$42K	Hold	863	–	–	﹤0.01%	991
2022 Q1	$47K	Buy	863 +246	+40%	+$12.8K	﹤0.01%	989
2021 Q4	$30K	Hold	617	–	–	﹤0.01%	1085
2021 Q3	$29K	Buy	+617	New	+$27K	﹤0.01%	1045

Other funds holding DTM

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

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

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

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

Pacer Advisors Malvern, Pennsylvania $39.3B AUM 27.96% 1-Year Est. Return

Blackstone Inc New York $32.9B AUM 23.66% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

Whittier Trust's DTM Position: Q4 2024 in Review

Whittier Trust sold out of DT Midstream (DTM) in Q4 2024, closing a stake of 600 shares — an estimated $47.2K sold.

Whittier Trust first reported a position in DTM in Q3 2021 and held it in 13 quarters. The position peaked at $91.6K in Q4 2023. 582 funds tracked by Wall St. Rank hold DTM as of Q4 2024.

Whittier Trust reported no remaining DT Midstream position as of Q4 2024 after selling out during the quarter.
Whittier Trust sold 600 DT Midstream shares in Q4 2024, an estimated $47.2K.
Whittier Trust first reported a position in DT Midstream in Q3 2021 and held it in 13 quarters.
Whittier Trust's DT Midstream position peaked at $91.6K in Q4 2023.
582 funds tracked by Wall St. Rank held DT Midstream as of Q4 2024.

Based on Whittier Trust's 13F filing for Q4 2024, filed 11 Feb 2025.