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Whittier Trust’s iRhythm Holdings IRTC Stock Holding History

Whittier Trust’s Portfolio IRTC Stock Details IRTC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q3 		– Sell
-50
Closed -$3K – 1534
2021
Q2 		$3K Hold
50
– – ﹤0.01% 1409
2021
Q1 		$7K Buy
+50
New +$8.96K ﹤0.01% 1303
2020
Q1 		– Sell
-20
Closed -$1K – 1529
2019
Q4 		$1K Hold
20
– – ﹤0.01% 1430
2019
Q3 		$1K Hold
20
– – ﹤0.01% 1453
2019
Q2 		$2K Hold
20
– – ﹤0.01% 1222
2019
Q1 		$1K Hold
20
– – ﹤0.01% 1290
2018
Q4 		$1K Hold
20
– – ﹤0.01% 1279
2018
Q3 		$2K Hold
20
– – ﹤0.01% 1187
2018
Q2 		$2K Hold
20
– – ﹤0.01% 1170
2018
Q1 		$1K Hold
20
– – ﹤0.01% 1260
2017
Q4 		$1K Buy
+20
New +$1.04K ﹤0.01% 1231

Other funds holding IRTC

Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Whittier Trust's IRTC Position: Q3 2021 in Review

Whittier Trust sold out of iRhythm Holdings (IRTC) in Q3 2021, closing a stake of 50 shares — an estimated $3K sold.

Whittier Trust first reported a position in IRTC in Q4 2017 and held it in 11 quarters. The position peaked at $7K in Q1 2021. 186 funds tracked by Wall St. Rank hold IRTC as of Q3 2021.

  • Whittier Trust reported no remaining iRhythm Holdings position as of Q3 2021 after selling out during the quarter.
  • Whittier Trust sold 50 iRhythm Holdings shares in Q3 2021, an estimated $3K.
  • Whittier Trust first reported a position in iRhythm Holdings in Q4 2017 and held it in 11 quarters.
  • Whittier Trust's iRhythm Holdings position peaked at $7K in Q1 2021.
  • 186 funds tracked by Wall St. Rank held iRhythm Holdings as of Q3 2021.

Based on Whittier Trust's 13F filing for Q3 2021, filed 1 Nov 2021.