WT
MXIM

Whittier Trust’s Maxim Integrated Products MXIM Stock Holding History

Whittier Trust’s Portfolio MXIM Stock Details MXIM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q3 		– Sell
-1,913
Closed -$202K – 1597
2021
Q2 		$202K Hold
1,913
– – ﹤0.01% 652
2021
Q1 		$175K Hold
1,913
– – ﹤0.01% 661
2020
Q4 		$170K Sell
1,913
-16
-0.8% -$1.26K ﹤0.01% 626
2020
Q3 		$130K Buy
1,929
+1,241
+180% +$84K ﹤0.01% 661
2020
Q2 		$42K Sell
688
-1,303
-65% -$72.5K ﹤0.01% 826
2020
Q1 		$97K Hold
1,991
– – ﹤0.01% 666
2019
Q4 		$122K Buy
1,991
+16
+0.8% +$932 ﹤0.01% 657
2019
Q3 		$114K Hold
1,975
– – ﹤0.01% 660
2019
Q2 		$118K Hold
1,975
– – ﹤0.01% 630
2019
Q1 		$105K Hold
1,975
– – ﹤0.01% 647
2018
Q4 		$100K Hold
1,975
– – ﹤0.01% 634
2018
Q3 		$111K Hold
1,975
– – ﹤0.01% 619
2018
Q2 		$116K Hold
1,975
– – ﹤0.01% 600
2018
Q1 		$119K Hold
1,975
– – ﹤0.01% 609
2017
Q4 		$103K Hold
1,975
– – ﹤0.01% 615
2017
Q3 		$94K Hold
1,975
– – ﹤0.01% 620
2017
Q2 		$89K Sell
1,975
-59
-3% -$2.71K ﹤0.01% 603
2017
Q1 		$91K Buy
2,034
+62
+3% +$2.72K ﹤0.01% 606
2016
Q4 		$76K Sell
1,972
-73
-4% -$2.86K ﹤0.01% 638
2016
Q3 		$82K Hold
2,045
– – ﹤0.01% 615
2016
Q2 		$73K Hold
2,045
– – ﹤0.01% 654
2016
Q1 		$75K Hold
2,045
– – ﹤0.01% 642
2015
Q4 		$78K Buy
2,045
+1,244
+155% +$47.6K ﹤0.01% 644
2015
Q3 		$27K Buy
801
+59
+8% +$1.95K ﹤0.01% 817
2015
Q2 		$26K Hold
742
– – ﹤0.01% 855
2015
Q1 		$26K Sell
742
-100
-12% -$3.41K ﹤0.01% 833
2014
Q4 		$27K Hold
842
– – ﹤0.01% 744
2014
Q3 		$25K Hold
842
– – ﹤0.01% 751
2014
Q2 		$28K Sell
842
-210
-20% -$6.99K ﹤0.01% 735
2014
Q1 		$35K Buy
1,052
+38
+4% +$1.17K ﹤0.01% 709
2013
Q4 		$28K Sell
1,014
-145
-13% -$4.19K ﹤0.01% 760
2013
Q3 		$35K Sell
1,159
-190
-14% -$5.41K ﹤0.01% 729
2013
Q2 		$37K Buy
+1,349
New +$40.9K ﹤0.01% 712

Other funds holding MXIM

CCM
Coldstream Capital Management Bellevue, Washington $7.99B AUM 24.2% 1-Year Est. Return
RP
Rowlandmiller & Partners Atlanta, Georgia $549M AUM 36.2% 1-Year Est. Return
TAIM
TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return

Whittier Trust's MXIM Position: Q3 2021 in Review

Whittier Trust sold out of Maxim Integrated Products (MXIM) in Q3 2021, closing a stake of 1,913 shares — an estimated $202K sold.

Whittier Trust first reported a position in MXIM in Q2 2013 and held it in 33 quarters. The position peaked at $202K in Q2 2021. 3 funds tracked by Wall St. Rank hold MXIM as of Q3 2021.

  • Whittier Trust reported no remaining Maxim Integrated Products position as of Q3 2021 after selling out during the quarter.
  • Whittier Trust sold 1,913 Maxim Integrated Products shares in Q3 2021, an estimated $202K.
  • Whittier Trust first reported a position in Maxim Integrated Products in Q2 2013 and held it in 33 quarters.
  • Whittier Trust's Maxim Integrated Products position peaked at $202K in Q2 2021.
  • 3 funds tracked by Wall St. Rank held Maxim Integrated Products as of Q3 2021.

Based on Whittier Trust's 13F filing for Q3 2021, filed 1 Nov 2021.