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Whittier Trust’s Nerdy NRDY Stock Holding History

Whittier Trust’s Portfolio NRDY Stock Details NRDY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-1,600
Closed -$3K – 1683
2022
Q3 		$3K Buy
+1,600
New +$4.29K ﹤0.01% 1528

Other funds holding NRDY

TGA
TPG GP A Fort Worth, Texas $3.68B AUM 14.99% 1-Year Est. Return
GC
Greenvale Capital London, United Kingdom $912M AUM 34.2% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
LSCM
Light Street Capital Management Palo Alto, California $534M AUM 59.08% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
TCMV
Technology Crossover Management VIII Menlo Park, California $298M AUM 33.47% 1-Year Est. Return
RCMNY
Rubric Capital Management (New York) New York $9.44B AUM 68.42% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

Whittier Trust's NRDY Position: Q4 2022 in Review

Whittier Trust sold out of Nerdy (NRDY) in Q4 2022, closing a stake of 1,600 shares — an estimated $3K sold.

Whittier Trust first reported a position in NRDY in Q3 2022 and held it in 1 quarter. The position peaked at $3K in Q3 2022. 76 funds tracked by Wall St. Rank hold NRDY as of Q4 2022.

  • Whittier Trust reported no remaining Nerdy position as of Q4 2022 after selling out during the quarter.
  • Whittier Trust sold 1,600 Nerdy shares in Q4 2022, an estimated $3K.
  • Whittier Trust first reported a position in Nerdy in Q3 2022 and held it in 1 quarter.
  • Whittier Trust's Nerdy position peaked at $3K in Q3 2022.
  • 76 funds tracked by Wall St. Rank held Nerdy as of Q4 2022.

Based on Whittier Trust's 13F filing for Q4 2022, filed 25 Jan 2023.