WT
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Whittier Trust’s The RealReal REAL Stock Holding History

Whittier Trust’s Portfolio REAL Stock Details REAL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-2,000
Closed -$45K – 1552
2021
Q1 		$45K Hold
2,000
– – ﹤0.01% 960
2020
Q4 		$39K Hold
2,000
– – ﹤0.01% 905
2020
Q3 		$29K Hold
2,000
– – ﹤0.01% 934
2020
Q2 		$26K Hold
2,000
– – ﹤0.01% 921
2020
Q1 		$14K Hold
2,000
– – ﹤0.01% 1056
2019
Q4 		$38K Hold
2,000
– – ﹤0.01% 907
2019
Q3 		$45K Buy
+2,000
New +$40.2K ﹤0.01% 859

Other funds holding REAL

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
MVP
Miller Value Partners Sarasota, Florida $383M AUM 38.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $141B AUM 30.34% 1-Year Est. Return