WT
LODE icon

Whittier Trust’s Comstock LODE Stock Holding History

Whittier Trust’s Portfolio LODE Stock Details LODE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-8
Closed – – 1729
2021
Q4 		$0 Buy
+8
New +$157 ﹤0.01% 1597

Other funds holding LODE

RI
Rinkey Investments San Diego, California $391M AUM 11.8% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
VDBMI
Van Den Berg Management I Austin, Texas $436M AUM 40.66% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Whittier Trust's LODE Position: Q1 2022 in Review

Whittier Trust sold out of Comstock (LODE) in Q1 2022, closing a stake of 8 shares.

Whittier Trust first reported a position in LODE in Q4 2021 and held it in 1 quarter. The position peaked at $0 in Q4 2021. 42 funds tracked by Wall St. Rank hold LODE as of Q1 2022.

  • Whittier Trust reported no remaining Comstock position as of Q1 2022 after selling out during the quarter.
  • Whittier Trust sold 8 Comstock shares in Q1 2022.
  • Whittier Trust first reported a position in Comstock in Q4 2021 and held it in 1 quarter.
  • Whittier Trust's Comstock position peaked at $0 in Q4 2021.
  • 42 funds tracked by Wall St. Rank held Comstock as of Q1 2022.

Based on Whittier Trust's 13F filing for Q1 2022, filed 29 Apr 2022.