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

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Geode Capital Management

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

Pacer Advisors Malvern, Pennsylvania $34.9B AUM 18.19% 1-Year Est. Return

Blackstone Inc New York $24.2B AUM 26.83% 1-Year Est. Return

Neuberger Berman Group

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return