Whittier Trust’s Nomura Holdings NMR Stock Holding History

Whittier Trust’s Portfolio NMR Stock Details NMR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	–	Sell	-453	Closed	-$2.62K	–	1572
2024 Q2	$2.62K	Buy	+453	New	+$2.68K	﹤0.01%	1410
2020 Q3	–	Sell	-862	Closed	-$4K	–	1480
2020 Q2	$4K	Hold	862	–	–	﹤0.01%	1199
2020 Q1	$4K	Buy	+862	New	+$4.1K	﹤0.01%	1258

Other funds holding NMR

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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Donald Smith & Co New York $5.56B AUM 47.13% 1-Year Est. Return

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Ethic Inc New York $6.39B AUM 29.64% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

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

Whittier Trust's NMR Position: Q3 2024 in Review

Whittier Trust sold out of Nomura Holdings (NMR) in Q3 2024, closing a stake of 453 shares — an estimated $2.62K sold.

Whittier Trust first reported a position in NMR in Q1 2020 and held it in 3 quarters. The position peaked at $4K in Q2 2020. 210 funds tracked by Wall St. Rank hold NMR as of Q3 2024.

Whittier Trust reported no remaining Nomura Holdings position as of Q3 2024 after selling out during the quarter.
Whittier Trust sold 453 Nomura Holdings shares in Q3 2024, an estimated $2.62K.
Whittier Trust first reported a position in Nomura Holdings in Q1 2020 and held it in 3 quarters.
Whittier Trust's Nomura Holdings position peaked at $4K in Q2 2020.
210 funds tracked by Wall St. Rank held Nomura Holdings as of Q3 2024.

Based on Whittier Trust's 13F filing for Q3 2024, filed 21 Oct 2024.