Whittier Trust’s RE/MAX Holdings RMAX Stock Holding History

Whittier Trust’s Portfolio RMAX Stock Details RMAX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q1	–	Sell	-100	Closed	-$4K	–	1569
2019 Q4	$4K	Buy	+100	New	+$3.59K	﹤0.01%	1281

Other funds holding RMAX

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

VBA

Van Berkom & Associates Montreal, Quebec, Canada $3.08B AUM 12.07% 1-Year Est. Return

BAM

Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

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

GIP

Granite Investment Partners El Segundo, California $1.63B AUM 38.09% 1-Year Est. Return

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

AAM

Aureus Asset Management Boston, Massachusetts $1.5B AUM 20.3% 1-Year Est. Return

CIM

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

Whittier Trust's RMAX Position: Q1 2020 in Review

Whittier Trust sold out of RE/MAX Holdings (RMAX) in Q1 2020, closing a stake of 100 shares — an estimated $4K sold.

Whittier Trust first reported a position in RMAX in Q4 2019 and held it in 1 quarter. The position peaked at $4K in Q4 2019. 131 funds tracked by Wall St. Rank hold RMAX as of Q1 2020.

Whittier Trust reported no remaining RE/MAX Holdings position as of Q1 2020 after selling out during the quarter.
Whittier Trust sold 100 RE/MAX Holdings shares in Q1 2020, an estimated $4K.
Whittier Trust first reported a position in RE/MAX Holdings in Q4 2019 and held it in 1 quarter.
Whittier Trust's RE/MAX Holdings position peaked at $4K in Q4 2019.
131 funds tracked by Wall St. Rank held RE/MAX Holdings as of Q1 2020.

Based on Whittier Trust's 13F filing for Q1 2020, filed 27 Apr 2020.