Whittier Trust’s Ezcorp Inc EZPW Stock Holding History

Whittier Trust’s Portfolio EZPW Stock Details EZPW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q3	–	Sell	-1,500	Closed	-$9K	–	1521
2021 Q2	$9K	Hold	1,500	–	–	﹤0.01%	1280
2021 Q1	$7K	Buy	+1,500	New	+$7.53K	﹤0.01%	1302
2020 Q4	–	Sell	-1,500	Closed	-$8K	–	1442
2020 Q3	$8K	Sell	1,500 -400	-21%	-$2.22K	﹤0.01%	1160
2020 Q2	$12K	Buy	1,900 +400	+27%	+$2.16K	﹤0.01%	1037
2020 Q1	$6K	Hold	1,500	–	–	﹤0.01%	1186
2019 Q4	$10K	Hold	1,500	–	–	﹤0.01%	1130
2019 Q3	$10K	Hold	1,500	–	–	﹤0.01%	1130
2019 Q2	$14K	Hold	1,500	–	–	﹤0.01%	1016
2019 Q1	$14K	Hold	1,500	–	–	﹤0.01%	1013
2018 Q4	$12K	Hold	1,500	–	–	﹤0.01%	1063
2018 Q3	$16K	Hold	1,500	–	–	﹤0.01%	980
2018 Q2	$18K	Hold	1,500	–	–	﹤0.01%	943
2018 Q1	$20K	Hold	1,500	–	–	﹤0.01%	934
2017 Q4	$18K	Hold	1,500	–	–	﹤0.01%	943
2017 Q3	$14K	Hold	1,500	–	–	﹤0.01%	966
2017 Q2	$12K	Hold	1,500	–	–	﹤0.01%	955
2017 Q1	$12K	Hold	1,500	–	–	﹤0.01%	972
2016 Q4	$16K	Hold	1,500	–	–	﹤0.01%	913
2016 Q3	$17K	Hold	1,500	–	–	﹤0.01%	893
2016 Q2	$11K	Hold	1,500	–	–	﹤0.01%	969
2016 Q1	$4K	Hold	1,500	–	–	﹤0.01%	1062
2015 Q4	$7K	Buy	+1,500	New	+$8.87K	﹤0.01%	1002

Other funds holding EZPW

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Russell Investments Group London, United Kingdom $93.1B AUM 28.26% 1-Year Est. Return

LCM

Lafitte Capital Management Austin, Texas $49.5M AUM 27.1% 1-Year Est. Return

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

FWSM

First Wilshire Securities Management Pasadena, California $444M AUM 42.88% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

ACM

Archon Capital Management Seattle, Washington $177M AUM 108.05% 1-Year Est. Return

Whittier Trust's EZPW Position: Q3 2021 in Review

Whittier Trust sold out of Ezcorp Inc (EZPW) in Q3 2021, closing a stake of 1,500 shares — an estimated $9K sold.

Whittier Trust first reported a position in EZPW in Q4 2015 and held it in 22 quarters. The position peaked at $20K in Q1 2018. 150 funds tracked by Wall St. Rank hold EZPW as of Q3 2021.

Whittier Trust reported no remaining Ezcorp Inc position as of Q3 2021 after selling out during the quarter.
Whittier Trust sold 1,500 Ezcorp Inc shares in Q3 2021, an estimated $9K.
Whittier Trust first reported a position in Ezcorp Inc in Q4 2015 and held it in 22 quarters.
Whittier Trust's Ezcorp Inc position peaked at $20K in Q1 2018.
150 funds tracked by Wall St. Rank held Ezcorp Inc as of Q3 2021.

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