Whittier Trust’s LXP Industrial Trust LXP Stock Holding History

Whittier Trust’s Portfolio LXP Stock Details LXP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-31	Closed	-$1.58K	–	1595
2023 Q1	$1.58K	Hold	31	–	–	﹤0.01%	1502
2022 Q4	$1.53K	Hold	31	–	–	﹤0.01%	1506
2022 Q3	$1K	Hold	31	–	–	﹤0.01%	1611
2022 Q2	$2K	Hold	31	–	–	﹤0.01%	1566
2022 Q1	$2K	Hold	31	–	–	﹤0.01%	1588
2021 Q4	$2K	Hold	31	–	–	﹤0.01%	1507
2021 Q3	$2K	Hold	31	–	–	﹤0.01%	1420
2021 Q2	$2K	Hold	31	–	–	﹤0.01%	1452
2021 Q1	$2K	Hold	31	–	–	﹤0.01%	1444
2020 Q4	$2K	Hold	31	–	–	﹤0.01%	1329
2020 Q3	$2K	Hold	31	–	–	﹤0.01%	1338
2020 Q2	$2K	Hold	31	–	–	﹤0.01%	1283
2020 Q1	$2K	Hold	31	–	–	﹤0.01%	1339
2019 Q4	$2K	Hold	31	–	–	﹤0.01%	1369
2019 Q3	$2K	Buy	+31	New	+$1.55K	﹤0.01%	1381
2017 Q4	–	Sell	-79	Closed	-$4K	–	1326
2017 Q3	$4K	Buy	+79	New	+$3.95K	﹤0.01%	1167
2013 Q4	–	Sell	-5,165	Closed	-$290K	–	1089
2013 Q3	$290K	Hold	5,165	–	–	0.02%	390
2013 Q2	$302K	Buy	+5,165	New	+$319K	0.02%	375

Other funds holding LXP

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

LPC

Long Pond Capital New York $1.04B AUM 2.38% 1-Year Est. Return

Whittier Trust's LXP Position: Q2 2023 in Review

Whittier Trust sold out of LXP Industrial Trust (LXP) in Q2 2023, closing a stake of 31 shares — an estimated $1.58K sold.

Whittier Trust first reported a position in LXP in Q2 2013 and held it in 18 quarters. The position peaked at $302K in Q2 2013. 273 funds tracked by Wall St. Rank hold LXP as of Q2 2023.

Whittier Trust reported no remaining LXP Industrial Trust position as of Q2 2023 after selling out during the quarter.
Whittier Trust sold 31 LXP Industrial Trust shares in Q2 2023, an estimated $1.58K.
Whittier Trust first reported a position in LXP Industrial Trust in Q2 2013 and held it in 18 quarters.
Whittier Trust's LXP Industrial Trust position peaked at $302K in Q2 2013.
273 funds tracked by Wall St. Rank held LXP Industrial Trust as of Q2 2023.

Based on Whittier Trust's 13F filing for Q2 2023, filed 24 Jul 2023.