Whittier Trust’s POSCO PKX Stock Holding History

Whittier Trust’s Portfolio PKX Stock Details PKX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q3	–	Sell	-40	Closed	-$1K	–	1485
2020 Q2	$1K	Hold	40	–	–	﹤0.01%	1351
2020 Q1	$1K	Hold	40	–	–	﹤0.01%	1414
2019 Q4	$2K	Hold	40	–	–	﹤0.01%	1376
2019 Q3	$2K	Hold	40	–	–	﹤0.01%	1390
2019 Q2	$2K	Hold	40	–	–	﹤0.01%	1236
2019 Q1	$2K	Hold	40	–	–	﹤0.01%	1222
2018 Q4	$2K	Hold	40	–	–	﹤0.01%	1251
2018 Q3	$3K	Hold	40	–	–	﹤0.01%	1168
2018 Q2	$3K	Hold	40	–	–	﹤0.01%	1154
2018 Q1	$3K	Hold	40	–	–	﹤0.01%	1192
2017 Q4	$3K	Buy	+40	New	+$2.96K	﹤0.01%	1176
2017 Q2	–	Sell	-72	Closed	-$5K	–	1309
2017 Q1	$5K	Buy	+72	New	+$4.31K	﹤0.01%	1147
2016 Q2	–	Sell	-60	Closed	-$3K	–	1213
2016 Q1	$3K	Hold	60	–	–	﹤0.01%	1089
2015 Q4	$2K	Hold	60	–	–	﹤0.01%	1124
2015 Q3	$2K	Sell	60 -271	-82%	-$11.1K	﹤0.01%	1101
2015 Q2	$16K	Hold	331	–	–	﹤0.01%	947
2015 Q1	$18K	Buy	331 +111	+50%	+$6.75K	﹤0.01%	902
2014 Q4	$14K	Sell	220 -234	-52%	-$16.2K	﹤0.01%	837
2014 Q3	$34K	Hold	454	–	–	﹤0.01%	705
2014 Q2	$34K	Hold	454	–	–	﹤0.01%	704
2014 Q1	$32K	Sell	454 -40	-8%	-$2.75K	﹤0.01%	724
2013 Q4	$39K	Hold	494	–	–	﹤0.01%	713
2013 Q3	$36K	Hold	494	–	–	﹤0.01%	722
2013 Q2	$32K	Buy	+494	New	+$34.8K	﹤0.01%	731

Other funds holding PKX

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

Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

MIHAS

Maj Invest Holding A/S Copenhagen K, Denmark $2.2B AUM 25.64% 1-Year Est. Return

Aperio Group Sausalito, California $33.8B AUM 31.46% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

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

Whittier Trust's PKX Position: Q3 2020 in Review

Whittier Trust sold out of POSCO (PKX) in Q3 2020, closing a stake of 40 shares — an estimated $1K sold.

Whittier Trust first reported a position in PKX in Q2 2013 and held it in 24 quarters. The position peaked at $39K in Q4 2013. 129 funds tracked by Wall St. Rank hold PKX as of Q3 2020.

Whittier Trust reported no remaining POSCO position as of Q3 2020 after selling out during the quarter.
Whittier Trust sold 40 POSCO shares in Q3 2020, an estimated $1K.
Whittier Trust first reported a position in POSCO in Q2 2013 and held it in 24 quarters.
Whittier Trust's POSCO position peaked at $39K in Q4 2013.
129 funds tracked by Wall St. Rank held POSCO as of Q3 2020.

Based on Whittier Trust's 13F filing for Q3 2020, filed 30 Oct 2020.