Whittier Trust’s Hersha Hospitality Trust Priority Class A Common Shares of Beneficial Interest HT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q4
Sell
-648
Closed -$6.39K 1717
2023
Q3
$6.39K Hold
648
﹤0.01% 1333
2023
Q2
$3.95K Hold
648
﹤0.01% 1393
2023
Q1
$4.35K Hold
648
﹤0.01% 1408
2022
Q4
$5.52K Hold
648
﹤0.01% 1375
2022
Q3
$5K Hold
648
﹤0.01% 1463
2022
Q2
$6K Hold
648
﹤0.01% 1422
2022
Q1
$6K Hold
648
﹤0.01% 1436
2021
Q4
$6K Buy
+648
New +$6.12K ﹤0.01% 1399
2020
Q2
Sell
-6,200
Closed -$22K 1537
2020
Q1
$22K Buy
+6,200
New +$67.5K ﹤0.01% 968
2015
Q3
Sell
-1,250
Closed -$32K 1234
2015
Q2
$32K Buy
+1,250
New +$32.4K ﹤0.01% 823

Whittier Trust's HT Position: Q4 2023 in Review

Whittier Trust sold out of Hersha Hospitality Trust Priority Class A Common Shares of Beneficial Interest (HT) in Q4 2023, closing a stake of 648 shares — an estimated $6.39K sold.

Whittier Trust first reported a position in HT in Q2 2015 and held it in 10 quarters. The position peaked at $32K in Q2 2015. 0 funds tracked by Wall St. Rank hold HT as of Q4 2023.

  • Whittier Trust reported no remaining Hersha Hospitality Trust Priority Class A Common Shares of Beneficial Interest position as of Q4 2023 after selling out during the quarter.
  • Whittier Trust sold 648 Hersha Hospitality Trust Priority Class A Common Shares of Beneficial Interest shares in Q4 2023, an estimated $6.39K.
  • Whittier Trust first reported a position in Hersha Hospitality Trust Priority Class A Common Shares of Beneficial Interest in Q2 2015 and held it in 10 quarters.
  • Whittier Trust's Hersha Hospitality Trust Priority Class A Common Shares of Beneficial Interest position peaked at $32K in Q2 2015.
  • 0 funds tracked by Wall St. Rank held Hersha Hospitality Trust Priority Class A Common Shares of Beneficial Interest as of Q4 2023.

Based on Whittier Trust's 13F filing for Q4 2023, filed 11 Jan 2024.