Whittier Trust’s MFA Financial MFA Stock Holding History

Whittier Trust’s Portfolio MFA Stock Details MFA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-162	Closed	-$1.56K	–	1606
2023 Q3	$1.56K	Hold	162	–	–	﹤0.01%	1491
2023 Q2	$1.82K	Hold	162	–	–	﹤0.01%	1455
2023 Q1	$1.61K	Hold	162	–	–	﹤0.01%	1500
2022 Q4	$1.59K	Hold	162	–	–	﹤0.01%	1504
2022 Q3	$1K	Hold	162	–	–	﹤0.01%	1613
2022 Q2	$2K	Sell	162 -1	-0.6%	-$13	﹤0.01%	1568
2022 Q1	$3K	Hold	163	–	–	﹤0.01%	1526
2021 Q4	$3K	Hold	163	–	–	﹤0.01%	1473
2021 Q3	$3K	Hold	163	–	–	﹤0.01%	1388
2021 Q2	$3K	Hold	163	–	–	﹤0.01%	1415
2021 Q1	$3K	Hold	163	–	–	﹤0.01%	1412
2020 Q4	$3K	Hold	163	–	–	﹤0.01%	1292
2020 Q3	$2K	Hold	163	–	–	﹤0.01%	1341
2020 Q2	$2K	Hold	163	–	–	﹤0.01%	1286
2020 Q1	$1K	Hold	163	–	–	﹤0.01%	1399
2019 Q4	$5K	Hold	163	–	–	﹤0.01%	1244
2019 Q3	$5K	Hold	163	–	–	﹤0.01%	1253
2019 Q2	$5K	Hold	163	–	–	﹤0.01%	1153
2019 Q1	$5K	Hold	163	–	–	﹤0.01%	1136
2018 Q4	$4K	Hold	163	–	–	﹤0.01%	1194
2018 Q3	$5K	Hold	163	–	–	﹤0.01%	1117
2018 Q2	$5K	Hold	163	–	–	﹤0.01%	1099
2018 Q1	$5K	Sell	163 -437	-73%	-$13K	﹤0.01%	1139
2017 Q4	$19K	Hold	600	–	–	﹤0.01%	934
2017 Q3	$21K	Hold	600	–	–	﹤0.01%	895
2017 Q2	$20K	Hold	600	–	–	﹤0.01%	877
2017 Q1	$19K	Hold	600	–	–	﹤0.01%	898
2016 Q4	$18K	Hold	600	–	–	﹤0.01%	897
2016 Q3	$18K	Buy	600 +31	+5%	+$940	﹤0.01%	887
2016 Q2	$17K	Hold	569	–	–	﹤0.01%	909
2016 Q1	$16K	Buy	+569	New	+$14.9K	﹤0.01%	906

Other funds holding MFA

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

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

VNIM

Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

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

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

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

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

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

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

Whittier Trust's MFA Position: Q4 2023 in Review

Whittier Trust sold out of MFA Financial (MFA) in Q4 2023, closing a stake of 162 shares — an estimated $1.56K sold.

Whittier Trust first reported a position in MFA in Q1 2016 and held it in 31 quarters. The position peaked at $21K in Q3 2017. 176 funds tracked by Wall St. Rank hold MFA as of Q4 2023.

Whittier Trust reported no remaining MFA Financial position as of Q4 2023 after selling out during the quarter.
Whittier Trust sold 162 MFA Financial shares in Q4 2023, an estimated $1.56K.
Whittier Trust first reported a position in MFA Financial in Q1 2016 and held it in 31 quarters.
Whittier Trust's MFA Financial position peaked at $21K in Q3 2017.
176 funds tracked by Wall St. Rank held MFA Financial as of Q4 2023.

Based on Whittier Trust's 13F filing for Q4 2023, filed 11 Jan 2024.