Whittier Trust’s Huron Consulting HURN Stock Holding History

Whittier Trust’s Portfolio HURN Stock Details HURN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-3,500	Closed	-$365K	–	1582
2023 Q3	$365K	Hold	3,500	–	–	0.01%	526
2023 Q2	$297K	Hold	3,500	–	–	0.01%	561
2023 Q1	$281K	Hold	3,500	–	–	0.01%	585
2022 Q4	$254K	Hold	3,500	–	–	﹤0.01%	596
2022 Q3	$232K	Hold	3,500	–	–	﹤0.01%	595
2022 Q2	$227K	Hold	3,500	–	–	﹤0.01%	608
2022 Q1	$160K	Hold	3,500	–	–	﹤0.01%	718
2021 Q4	$175K	Hold	3,500	–	–	﹤0.01%	696
2021 Q3	$182K	Hold	3,500	–	–	﹤0.01%	660
2021 Q2	$172K	Hold	3,500	–	–	﹤0.01%	683
2021 Q1	$176K	Hold	3,500	–	–	﹤0.01%	656
2020 Q4	$206K	Hold	3,500	–	–	﹤0.01%	591
2020 Q3	$138K	Hold	3,500	–	–	﹤0.01%	649
2020 Q2	$155K	Hold	3,500	–	–	﹤0.01%	593
2020 Q1	$159K	Hold	3,500	–	–	0.01%	568
2019 Q4	$241K	Hold	3,500	–	–	0.01%	525
2019 Q3	$215K	Hold	3,500	–	–	0.01%	540
2019 Q2	$176K	Hold	3,500	–	–	0.01%	553
2019 Q1	$165K	Hold	3,500	–	–	0.01%	561
2018 Q4	$180K	Buy	+3,500	New	+$178K	0.01%	524
2015 Q2	–	Sell	-139	Closed	-$9K	–	1244
2015 Q1	$9K	Buy	+139	New	+$9.76K	﹤0.01%	1029

Other funds holding HURN

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

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Dimensional Fund Advisors

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

Aristotle Capital Boston Boston, Massachusetts $1.61B AUM 19.82% 1-Year Est. Return

Boston Partners

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Jennison Associates

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

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

Geode Capital Management

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