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Whittier Trust’s Hilltop Holdings HTH Stock Holding History

Whittier Trust’s Portfolio HTH Stock Details HTH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-24
Closed -$1K – 1519
2020
Q4 		$1K Hold
24
– – ﹤0.01% 1358
2020
Q3 		$0 Hold
24
– – ﹤0.01% 1459
2020
Q2 		$0 Hold
24
– – ﹤0.01% 1444
2020
Q1 		$0 Hold
24
– – ﹤0.01% 1519
2019
Q4 		$1K Hold
24
– – ﹤0.01% 1427
2019
Q3 		$1K Hold
24
– – ﹤0.01% 1449
2019
Q2 		$1K Hold
24
– – ﹤0.01% 1286
2019
Q1 		$0 Hold
24
– – ﹤0.01% 1458
2018
Q4 		$0 Buy
+24
New +$455 ﹤0.01% 1355
2017
Q4 		– Sell
-157
Closed -$4K – 1318
2017
Q3 		$4K Buy
+157
New +$3.94K ﹤0.01% 1165

Other funds holding HTH

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
BAM
Bayview Asset Management Coral Gables, Florida $260M AUM 15.56% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Whittier Trust's HTH Position: Q1 2021 in Review

Whittier Trust sold out of Hilltop Holdings (HTH) in Q1 2021, closing a stake of 24 shares — an estimated $1K sold.

Whittier Trust first reported a position in HTH in Q3 2017 and held it in 10 quarters. The position peaked at $4K in Q3 2017. 205 funds tracked by Wall St. Rank hold HTH as of Q1 2021.

  • Whittier Trust reported no remaining Hilltop Holdings position as of Q1 2021 after selling out during the quarter.
  • Whittier Trust sold 24 Hilltop Holdings shares in Q1 2021, an estimated $1K.
  • Whittier Trust first reported a position in Hilltop Holdings in Q3 2017 and held it in 10 quarters.
  • Whittier Trust's Hilltop Holdings position peaked at $4K in Q3 2017.
  • 205 funds tracked by Wall St. Rank held Hilltop Holdings as of Q1 2021.

Based on Whittier Trust's 13F filing for Q1 2021, filed 26 Apr 2021.