Whittier Trust
ESGR icon

Whittier Trust’s Enstar Group ESGR Stock Holding History

Whittier Trust’s Portfolio ESGR Stock Details ESGR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-25
Closed -$4K – 1652
2022
Q3 		$4K Hold
25
– – ﹤0.01% 1479
2022
Q2 		$5K Hold
25
– – ﹤0.01% 1436
2022
Q1 		$7K Buy
+25
New +$6.63K ﹤0.01% 1394

Other funds holding ESGR

SPC
Stone Point Capital Greenwich, Connecticut $21.7M AUM 48.55% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $181B AUM 41.77% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Beck Mack & Oliver
Beck Mack & Oliver New York $5.13B AUM 11.51% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return

Whittier Trust's ESGR Position: Q4 2022 in Review

Whittier Trust sold out of Enstar Group (ESGR) in Q4 2022, closing a stake of 25 shares — an estimated $4K sold.

Whittier Trust first reported a position in ESGR in Q1 2022 and held it in 3 quarters. The position peaked at $7K in Q1 2022. 187 funds tracked by Wall St. Rank hold ESGR as of Q4 2022.

  • Whittier Trust reported no remaining Enstar Group position as of Q4 2022 after selling out during the quarter.
  • Whittier Trust sold 25 Enstar Group shares in Q4 2022, an estimated $4K.
  • Whittier Trust first reported a position in Enstar Group in Q1 2022 and held it in 3 quarters.
  • Whittier Trust's Enstar Group position peaked at $7K in Q1 2022.
  • 187 funds tracked by Wall St. Rank held Enstar Group as of Q4 2022.

Based on Whittier Trust's 13F filing for Q4 2022, filed 25 Jan 2023.