WT
HZNP

Whittier Trust’s Horizon Therapeutics Public Limited Company Ordinary Shares HZNP Stock Holding History

Whittier Trust’s Portfolio HZNP Stock Details HZNP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-16
Closed -$1.85K – 1724
2023
Q3 		$1.85K Buy
+16
New +$1.72K ﹤0.01% 1476
2023
Q2 		– Sell
-790
Closed -$86.2K – 1628
2023
Q1 		$86.2K Sell
790
-158
-17% -$17.5K ﹤0.01% 847
2022
Q4 		$108K Sell
948
-18
-2% -$1.5K ﹤0.01% 793
2022
Q3 		$60K Sell
966
-119
-11% -$8.31K ﹤0.01% 937
2022
Q2 		$87K Buy
1,085
+119
+12% +$11.3K ﹤0.01% 828
2022
Q1 		$102K Buy
966
+18
+2% +$1.75K ﹤0.01% 819
2021
Q4 		$102K Hold
948
– – ﹤0.01% 819
2021
Q3 		$104K Buy
+948
New +$98.4K ﹤0.01% 773
2020
Q3 		– Sell
-50
Closed -$3K – 1549
2020
Q2 		$3K Hold
50
– – ﹤0.01% 1252
2020
Q1 		$1K Buy
50
+25
+100% +$846 ﹤0.01% 1460
2019
Q4 		$1K Hold
25
– – ﹤0.01% 1503
2019
Q3 		$1K Hold
25
– – ﹤0.01% 1539
2019
Q2 		$1K Hold
25
– – ﹤0.01% 1368
2019
Q1 		$1K Buy
+25
New +$592 ﹤0.01% 1408

Other funds holding HZNP

IA
IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $8.74B AUM 14.62% 1-Year Est. Return
VWA
Valued Wealth Advisors Holladay, Utah $247M AUM 21.93% 1-Year Est. Return
FSWA
Financial Synergies Wealth Advisors Houston, Texas $1.05B AUM 19.75% 1-Year Est. Return
BCMLT
Beacon Capital Management LLC (Tennessee) Franklin, Tennessee $567M AUM 16.01% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

Whittier Trust's HZNP Position: Q4 2023 in Review

Whittier Trust sold out of Horizon Therapeutics Public Limited Company Ordinary Shares (HZNP) in Q4 2023, closing a stake of 16 shares — an estimated $1.85K sold.

Whittier Trust first reported a position in HZNP in Q1 2019 and held it in 14 quarters. The position peaked at $108K in Q4 2022. 6 funds tracked by Wall St. Rank hold HZNP as of Q4 2023.

  • Whittier Trust reported no remaining Horizon Therapeutics Public Limited Company Ordinary Shares position as of Q4 2023 after selling out during the quarter.
  • Whittier Trust sold 16 Horizon Therapeutics Public Limited Company Ordinary Shares shares in Q4 2023, an estimated $1.85K.
  • Whittier Trust first reported a position in Horizon Therapeutics Public Limited Company Ordinary Shares in Q1 2019 and held it in 14 quarters.
  • Whittier Trust's Horizon Therapeutics Public Limited Company Ordinary Shares position peaked at $108K in Q4 2022.
  • 6 funds tracked by Wall St. Rank held Horizon Therapeutics Public Limited Company Ordinary Shares as of Q4 2023.

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