Whittier Trust’s Kennametal KMT Stock Holding History

Whittier Trust’s Portfolio KMT Stock Details KMT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	–	Sell	-167	Closed	-$3K	–	1667
2022 Q3	$3K	Hold	167	–	–	﹤0.01%	1524
2022 Q2	$4K	Hold	167	–	–	﹤0.01%	1477
2022 Q1	$5K	Buy	+167	New	+$5.49K	﹤0.01%	1457

Other funds holding KMT

Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return

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

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

BAM

Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Tinicum New York $67.3M AUM 7.19% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

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

Whittier Trust's KMT Position: Q4 2022 in Review

Whittier Trust sold out of Kennametal (KMT) in Q4 2022, closing a stake of 167 shares — an estimated $3K sold.

Whittier Trust first reported a position in KMT in Q1 2022 and held it in 3 quarters. The position peaked at $5K in Q1 2022. 197 funds tracked by Wall St. Rank hold KMT as of Q4 2022.

Whittier Trust reported no remaining Kennametal position as of Q4 2022 after selling out during the quarter.
Whittier Trust sold 167 Kennametal shares in Q4 2022, an estimated $3K.
Whittier Trust first reported a position in Kennametal in Q1 2022 and held it in 3 quarters.
Whittier Trust's Kennametal position peaked at $5K in Q1 2022.
197 funds tracked by Wall St. Rank held Kennametal as of Q4 2022.

Based on Whittier Trust's 13F filing for Q4 2022, filed 25 Jan 2023.