WT
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Whittier Trust’s Forestar Group FOR Stock Holding History

Whittier Trust’s Portfolio FOR Stock Details FOR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q3 		– Sell
-369
Closed -$8K – 1523
2021
Q2 		$8K Hold
369
– – ﹤0.01% 1300
2021
Q1 		$9K Sell
369
-4,100
-92% -$91.8K ﹤0.01% 1268
2020
Q4 		$90K Hold
4,469
– – ﹤0.01% 734
2020
Q3 		$80K Buy
4,469
+369
+9% +$6.41K ﹤0.01% 743
2020
Q2 		$62K Sell
4,100
-369
-8% -$5.08K ﹤0.01% 758
2020
Q1 		$46K Buy
4,469
+4,100
+1,111% +$75.2K ﹤0.01% 832
2019
Q4 		$8K Buy
+369
New +$7.21K ﹤0.01% 1164
2017
Q4 		– Sell
-369
Closed -$6K – 1307
2017
Q3 		$6K Hold
369
– – ﹤0.01% 1106
2017
Q2 		$6K Hold
369
– – ﹤0.01% 1063
2017
Q1 		$5K Hold
369
– – ﹤0.01% 1136
2016
Q4 		$5K Hold
369
– – ﹤0.01% 1042
2016
Q3 		$4K Hold
369
– – ﹤0.01% 1057
2016
Q2 		$4K Hold
369
– – ﹤0.01% 1078
2016
Q1 		$5K Hold
369
– – ﹤0.01% 1037
2015
Q4 		$4K Buy
+369
New +$4.82K ﹤0.01% 1062
2013
Q4 		– Sell
-213
Closed -$5K – 1083
2013
Q3 		$5K Hold
213
– – ﹤0.01% 964
2013
Q2 		$4K Buy
+213
New +$4.69K ﹤0.01% 989

Other funds holding FOR

LPC
Long Pond Capital New York $1.04B AUM 2.38% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
CC
Carlson Capital Dallas, Texas $494M AUM 23.45% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
HA
Heartland Advisors Milwaukee, Wisconsin $2.25B AUM 44.61% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
MCM
Maltese Capital Management New York $549M AUM 32.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Whittier Trust's FOR Position: Q3 2021 in Review

Whittier Trust sold out of Forestar Group (FOR) in Q3 2021, closing a stake of 369 shares — an estimated $8K sold.

Whittier Trust first reported a position in FOR in Q2 2013 and held it in 17 quarters. The position peaked at $90K in Q4 2020. 103 funds tracked by Wall St. Rank hold FOR as of Q3 2021.

  • Whittier Trust reported no remaining Forestar Group position as of Q3 2021 after selling out during the quarter.
  • Whittier Trust sold 369 Forestar Group shares in Q3 2021, an estimated $8K.
  • Whittier Trust first reported a position in Forestar Group in Q2 2013 and held it in 17 quarters.
  • Whittier Trust's Forestar Group position peaked at $90K in Q4 2020.
  • 103 funds tracked by Wall St. Rank held Forestar Group as of Q3 2021.

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