WT
ORAN

Whittier Trust’s Orange ORAN Stock Holding History

Whittier Trust’s Portfolio ORAN Stock Details ORAN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-412
Closed -$4.12K – 1594
2024
Q2 		$4.12K Buy
+412
New +$4.59K ﹤0.01% 1362
2017
Q4 		– Sell
-542
Closed -$9K – 1358
2017
Q3 		$9K Buy
+542
New +$9.04K ﹤0.01% 1057
2015
Q3 		– Sell
-37
Closed -$1K – 1231
2015
Q2 		$1K Hold
37
– – ﹤0.01% 1189
2015
Q1 		$1K Sell
37
-190
-84% -$3.27K ﹤0.01% 1207
2014
Q4 		$4K Buy
+227
New +$3.6K ﹤0.01% 980

Other funds holding ORAN

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
FDCDDQ
Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $27.8B AUM 31.66% 1-Year Est. Return
BIP
Brandes Investment Partners La Jolla, California $14.1B AUM 25.52% 1-Year Est. Return
MAP
Managed Asset Portfolios Rochester, Michigan $834M AUM 33.97% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
TIM
Thornburg Investment Management Santa Fe, New Mexico $9.63B AUM 35.65% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Whittier Trust's ORAN Position: Q3 2024 in Review

Whittier Trust sold out of Orange (ORAN) in Q3 2024, closing a stake of 412 shares — an estimated $4.12K sold.

Whittier Trust first reported a position in ORAN in Q4 2014 and held it in 5 quarters. The position peaked at $9K in Q3 2017. 204 funds tracked by Wall St. Rank hold ORAN as of Q3 2024.

  • Whittier Trust reported no remaining Orange position as of Q3 2024 after selling out during the quarter.
  • Whittier Trust sold 412 Orange shares in Q3 2024, an estimated $4.12K.
  • Whittier Trust first reported a position in Orange in Q4 2014 and held it in 5 quarters.
  • Whittier Trust's Orange position peaked at $9K in Q3 2017.
  • 204 funds tracked by Wall St. Rank held Orange as of Q3 2024.

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