Whittier Trust’s Koppers KOP Stock Holding History

Whittier Trust’s Portfolio KOP Stock Details KOP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q1	–	Sell	-25	Closed	-$1K	–	1542
2019 Q4	$1K	Hold	25	–	–	﹤0.01%	1437
2019 Q3	$1K	Hold	25	–	–	﹤0.01%	1458
2019 Q2	$1K	Hold	25	–	–	﹤0.01%	1296
2019 Q1	$1K	Buy	+25	New	+$588	﹤0.01%	1299

Other funds holding KOP

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

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

SAM

Southernsun Asset Management Memphis, Tennessee $690M AUM 30.68% 1-Year Est. Return

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

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

SCM

Schneider Capital Management Berwyn, Pennsylvania $175M AUM 42.51% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return

Whittier Trust's KOP Position: Q1 2020 in Review

Whittier Trust sold out of Koppers (KOP) in Q1 2020, closing a stake of 25 shares — an estimated $1K sold.

Whittier Trust first reported a position in KOP in Q1 2019 and held it in 4 quarters. The position peaked at $1K in Q4 2019. 141 funds tracked by Wall St. Rank hold KOP as of Q1 2020.

Whittier Trust reported no remaining Koppers position as of Q1 2020 after selling out during the quarter.
Whittier Trust sold 25 Koppers shares in Q1 2020, an estimated $1K.
Whittier Trust first reported a position in Koppers in Q1 2019 and held it in 4 quarters.
Whittier Trust's Koppers position peaked at $1K in Q4 2019.
141 funds tracked by Wall St. Rank held Koppers as of Q1 2020.

Based on Whittier Trust's 13F filing for Q1 2020, filed 27 Apr 2020.