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Whittier Trust’s Plains GP Holdings PAGP Stock Holding History

Whittier Trust’s Portfolio PAGP Stock Details PAGP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-1,340
Closed -$21.4K – 1550
2023
Q4 		$21.4K Hold
1,340
– – ﹤0.01% 1092
2023
Q3 		$21.6K Hold
1,340
– – ﹤0.01% 1102
2023
Q2 		$19.9K Hold
1,340
– – ﹤0.01% 1131
2023
Q1 		$17.6K Hold
1,340
– – ﹤0.01% 1182
2022
Q4 		$16.7K Hold
1,340
– – ﹤0.01% 1187
2022
Q3 		$15K Hold
1,340
– – ﹤0.01% 1263
2022
Q2 		$14K Hold
1,340
– – ﹤0.01% 1256
2022
Q1 		$15K Buy
+1,340
New +$15.4K ﹤0.01% 1268

Other funds holding PAGP

Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 1-Year Est. Return
EIP
Energy Income Partners Westport, Connecticut $6.36B AUM 17.8% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return
CCM
Chickasaw Capital Management Memphis, Tennessee $2.79B AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.3B AUM 29.38% 1-Year Est. Return
NIM
NXG Investment Management Dallas, Texas $2.23B AUM 42.72% 1-Year Est. Return

Whittier Trust's PAGP Position: Q1 2024 in Review

Whittier Trust sold out of Plains GP Holdings (PAGP) in Q1 2024, closing a stake of 1,340 shares — an estimated $21.4K sold.

Whittier Trust first reported a position in PAGP in Q1 2022 and held it in 8 quarters. The position peaked at $21.6K in Q3 2023. 272 funds tracked by Wall St. Rank hold PAGP as of Q1 2024.

  • Whittier Trust reported no remaining Plains GP Holdings position as of Q1 2024 after selling out during the quarter.
  • Whittier Trust sold 1,340 Plains GP Holdings shares in Q1 2024, an estimated $21.4K.
  • Whittier Trust first reported a position in Plains GP Holdings in Q1 2022 and held it in 8 quarters.
  • Whittier Trust's Plains GP Holdings position peaked at $21.6K in Q3 2023.
  • 272 funds tracked by Wall St. Rank held Plains GP Holdings as of Q1 2024.

Based on Whittier Trust's 13F filing for Q1 2024, filed 2 May 2024.