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

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

Fidelity Investments

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

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

Macquarie Group

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Long Pond Capital New York $1.05B AUM 16.49% 1-Year Est. Return