Whittier Trust’s Pediatrix Medical MD Stock Holding History

Whittier Trust’s Portfolio MD Stock Details MD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q4	–	Sell	-799	Closed	-$37K	–	1366
2018 Q3	$37K	Hold	799	–	–	﹤0.01%	838
2018 Q2	$35K	Sell	799 -105	-12%	-$5.03K	﹤0.01%	824
2018 Q1	$50K	Sell	904 -1	-0.1%	-$55	﹤0.01%	773
2017 Q4	$48K	Hold	905	–	–	﹤0.01%	766
2017 Q3	$39K	Sell	905 -299	-25%	-$14.2K	﹤0.01%	794
2017 Q2	$73K	Hold	1,204	–	–	﹤0.01%	638
2017 Q1	$84K	Buy	1,204 +105	+10%	+$7.29K	﹤0.01%	622
2016 Q4	$73K	Hold	1,099	–	–	﹤0.01%	639
2016 Q3	$73K	Hold	1,099	–	–	﹤0.01%	636
2016 Q2	$80K	Hold	1,099	–	–	﹤0.01%	634
2016 Q1	$71K	Hold	1,099	–	–	﹤0.01%	653
2015 Q4	$79K	Hold	1,099	–	–	﹤0.01%	639
2015 Q3	$84K	Hold	1,099	–	–	﹤0.01%	611
2015 Q2	$81K	Buy	1,099 +800	+268%	+$57.6K	﹤0.01%	640
2015 Q1	$22K	Buy	299 +41	+16%	+$2.85K	﹤0.01%	859
2014 Q4	$17K	Hold	258	–	–	﹤0.01%	807
2014 Q3	$14K	Hold	258	–	–	﹤0.01%	820
2014 Q2	$15K	Hold	258	–	–	﹤0.01%	814
2014 Q1	$16K	Hold	258	–	–	﹤0.01%	822
2013 Q4	$14K	Hold	258	–	–	﹤0.01%	855
2013 Q3	$13K	Hold	258	–	–	﹤0.01%	863
2013 Q2	$12K	Buy	+258	New	+$11.5K	﹤0.01%	863

Other funds holding MD

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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

BHG

Blue Harbour Group Greenwich, Connecticut $353M AUM 8.9% 1-Year Est. Return

Pzena Investment Management New York $30.8B AUM 11.29% 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

ACH

ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

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

Whittier Trust's MD Position: Q4 2018 in Review

Whittier Trust sold out of Pediatrix Medical (MD) in Q4 2018, closing a stake of 799 shares — an estimated $37K sold.

Whittier Trust first reported a position in MD in Q2 2013 and held it in 22 quarters. The position peaked at $84K in Q1 2017. 307 funds tracked by Wall St. Rank hold MD as of Q4 2018.

Whittier Trust reported no remaining Pediatrix Medical position as of Q4 2018 after selling out during the quarter.
Whittier Trust sold 799 Pediatrix Medical shares in Q4 2018, an estimated $37K.
Whittier Trust first reported a position in Pediatrix Medical in Q2 2013 and held it in 22 quarters.
Whittier Trust's Pediatrix Medical position peaked at $84K in Q1 2017.
307 funds tracked by Wall St. Rank held Pediatrix Medical as of Q4 2018.

Based on Whittier Trust's 13F filing for Q4 2018, filed 7 Feb 2019.