Whittier Trust’s Hippo Holdings HIPO Stock Holding History

Whittier Trust’s Portfolio HIPO Stock Details HIPO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-2,638	Closed	-$67.4K	–	1532
2025 Q1	$67.4K	Hold	2,638	–	–	﹤0.01%	872
2024 Q4	$70.6K	Hold	2,638	–	–	﹤0.01%	870
2024 Q3	$44.5K	Hold	2,638	–	–	﹤0.01%	943
2024 Q2	$45.3K	Hold	2,638	–	–	﹤0.01%	929
2024 Q1	$48.2K	Hold	2,638	–	–	﹤0.01%	943
2023 Q4	$24.1K	Buy	2,638 +1,740	+194%	+$14.4K	﹤0.01%	1064
2023 Q3	$7.16K	Hold	898	–	–	﹤0.01%	1313
2023 Q2	$14.8K	Hold	898	–	–	﹤0.01%	1187
2023 Q1	$14.6K	Hold	898	–	–	﹤0.01%	1219
2022 Q4	$12.2K	Buy	+898	New	+$13.5K	﹤0.01%	1256
2022 Q3	–	Sell	-1,797	Closed	-$39K	–	1697
2022 Q2	$39K	Hold	1,797	–	–	﹤0.01%	1008
2022 Q1	$89K	Hold	1,797	–	–	﹤0.01%	849
2021 Q4	$127K	Hold	1,797	–	–	﹤0.01%	771
2021 Q3	$210K	Buy	+1,797	New	+$315K	﹤0.01%	630

Other funds holding HIPO

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Bond Capital Management San Francisco, California $110M AUM 16.91% 1-Year Est. Return

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

Hood River Capital Management Palm Beach Gardens, Florida $9.98B AUM 145.42% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Banco Bilbao Vizcaya Argentaria Madrid, Spain $14.3B AUM 26.23% 1-Year Est. Return

Westerly Capital Management San Francisco, California $324M AUM 42.67% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Dimensional Fund Advisors

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