WT
NXH

Whittier Trust’s Neighborhood Intelligence Inc NXH Stock Holding History

Whittier Trust’s Portfolio NXH Stock Details NXH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-14
Closed – – 1634
2022
Q3 		$0 Sell
14
-110
-89% -$2.76K ﹤0.01% 1674
2022
Q2 		$3K Buy
124
+14
+13% +$421 ﹤0.01% 1502
2022
Q1 		$4K Sell
110
-55
-33% -$2.44K ﹤0.01% 1474
2021
Q4 		$9K Buy
+165
New +$12.5K ﹤0.01% 1323

Other funds holding NXH

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
SCM
Simcoe Capital Management New York $549M AUM 24.95% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
TI
Tidal Investments Milwaukee, Wisconsin $57.8B AUM 72.54% 1-Year Est. Return
RHJA
Rice Hall James & Associates San Diego, California $2.05B AUM 43.16% 1-Year Est. Return

Whittier Trust's NXH Position: Q4 2022 in Review

Whittier Trust sold out of Neighborhood Intelligence Inc (NXH) in Q4 2022, closing a stake of 14 shares.

Whittier Trust first reported a position in NXH in Q4 2021 and held it in 4 quarters. The position peaked at $9K in Q4 2021. 213 funds tracked by Wall St. Rank hold NXH as of Q4 2022.

  • Whittier Trust reported no remaining Neighborhood Intelligence Inc position as of Q4 2022 after selling out during the quarter.
  • Whittier Trust sold 14 Neighborhood Intelligence Inc shares in Q4 2022.
  • Whittier Trust first reported a position in Neighborhood Intelligence Inc in Q4 2021 and held it in 4 quarters.
  • Whittier Trust's Neighborhood Intelligence Inc position peaked at $9K in Q4 2021.
  • 213 funds tracked by Wall St. Rank held Neighborhood Intelligence Inc as of Q4 2022.

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