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Whittier Trust’s Equinox Gold EQX Stock Holding History

Whittier Trust’s Portfolio EQX Stock Details EQX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-510
Closed -$2.56K – 1513
2024
Q4 		$2.56K Hold
510
– – ﹤0.01% 1435
2024
Q3 		$3.1K Hold
510
– – ﹤0.01% 1422
2024
Q2 		$2.67K Buy
+510
New +$2.84K ﹤0.01% 1407

Other funds holding EQX

VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
ORP
Orion Resource Partners New York $219M AUM 133.06% 1-Year Est. Return
DSC
Donald Smith & Co New York $5.56B AUM 47.13% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
LC
L1 Capital Melbourne VIC 3000, Australia $2.55B AUM 80.12% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
MRCP
Maple Rock Capital Partners Toronto, Ontario, Canada $3.07B AUM 157.2% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
HI
Helikon Investments London, United Kingdom $2.65B AUM 79.03% 1-Year Est. Return

Whittier Trust's EQX Position: Q1 2025 in Review

Whittier Trust sold out of Equinox Gold (EQX) in Q1 2025, closing a stake of 510 shares — an estimated $2.56K sold.

Whittier Trust first reported a position in EQX in Q2 2024 and held it in 3 quarters. The position peaked at $3.1K in Q3 2024. 227 funds tracked by Wall St. Rank hold EQX as of Q1 2025.

  • Whittier Trust reported no remaining Equinox Gold position as of Q1 2025 after selling out during the quarter.
  • Whittier Trust sold 510 Equinox Gold shares in Q1 2025, an estimated $2.56K.
  • Whittier Trust first reported a position in Equinox Gold in Q2 2024 and held it in 3 quarters.
  • Whittier Trust's Equinox Gold position peaked at $3.1K in Q3 2024.
  • 227 funds tracked by Wall St. Rank held Equinox Gold as of Q1 2025.

Based on Whittier Trust's 13F filing for Q1 2025, filed 2 May 2025.