WT
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Whittier Trust’s Halozyme HALO Stock Holding History

Whittier Trust’s Portfolio HALO Stock Details HALO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$17K Hold
270
– – ﹤0.01% 1029
2025
Q4 		$19.7K Hold
270
– – ﹤0.01% 1029
2025
Q3 		$18.6K Hold
270
– – ﹤0.01% 1013
2025
Q2 		$14K Hold
270
– – ﹤0.01% 1171
2025
Q1 		$17.2K Hold
270
– – ﹤0.01% 1129
2024
Q4 		$12.9K Hold
270
– – ﹤0.01% 1204
2024
Q3 		$15.5K Hold
270
– – ﹤0.01% 1174
2024
Q2 		$14.1K Sell
270
-402
-60% -$17.6K ﹤0.01% 1183
2024
Q1 		$27.3K Buy
+672
New +$25.2K ﹤0.01% 1058
2022
Q2 		– Sell
-41
Closed -$2K – 1715
2022
Q1 		$2K Buy
+41
New +$1.46K ﹤0.01% 1580

Other funds holding HALO

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return