WT
HWKN icon

Whittier Trust’s Hawkins HWKN Stock Holding History

Whittier Trust’s Portfolio HWKN Stock Details HWKN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$89K Hold
595
– – ﹤0.01% 731
2025
Q4 		$89.3K Hold
595
– – ﹤0.01% 750
2025
Q3 		$109K Hold
595
– – ﹤0.01% 704
2025
Q2 		$84.5K Sell
595
-19
-3% -$2.39K ﹤0.01% 830
2025
Q1 		$65K Buy
614
+309
+101% +$34K ﹤0.01% 879
2024
Q4 		$37.4K Buy
305
+69
+29% +$8.71K ﹤0.01% 986
2024
Q3 		$30.1K Sell
236
-59
-20% -$6.68K ﹤0.01% 1010
2024
Q2 		$26.8K Buy
295
+37
+14% +$3.03K ﹤0.01% 1031
2024
Q1 		$19.8K Hold
258
– – ﹤0.01% 1133
2023
Q4 		$18.2K Sell
258
-242
-48% -$15.1K ﹤0.01% 1117
2023
Q3 		$29.4K Hold
500
– – ﹤0.01% 1037
2023
Q2 		$23.8K Hold
500
– – ﹤0.01% 1085
2023
Q1 		$21.9K Buy
500
+270
+117% +$10.9K ﹤0.01% 1139
2022
Q4 		$8.88K Buy
+230
New +$9.47K ﹤0.01% 1317

Other funds holding HWKN

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
BHC
Bowen Hanes & Co Ponte Vedra Beach, Florida $4.11B AUM 41.61% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return