WT
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Whittier Trust’s Sea Limited SE Stock Holding History

Whittier Trust’s Portfolio SE Stock Details SE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-35
Closed -$5.6K – 1576
2025
Q2 		$5.6K Hold
35
– – ﹤0.01% 1325
2025
Q1 		$4.57K Hold
35
– – ﹤0.01% 1333
2024
Q4 		$3.71K Hold
35
– – ﹤0.01% 1407
2024
Q3 		$3.3K Hold
35
– – ﹤0.01% 1420
2024
Q2 		$2.5K Hold
35
– – ﹤0.01% 1418
2024
Q1 		$1.88K Hold
35
– – ﹤0.01% 1425
2023
Q4 		$1.42K Sell
35
-748
-96% -$30.5K ﹤0.01% 1426
2023
Q3 		$34.4K Hold
783
– – ﹤0.01% 1002
2023
Q2 		$45.4K Hold
783
– – ﹤0.01% 953
2023
Q1 		$67.8K Hold
783
– – ﹤0.01% 908
2022
Q4 		$40.7K Sell
783
-899
-53% -$48.5K ﹤0.01% 999
2022
Q3 		$94K Buy
1,682
+810
+93% +$56.4K ﹤0.01% 805
2022
Q2 		$58K Sell
872
-97
-10% -$8.27K ﹤0.01% 927
2022
Q1 		$116K Buy
969
+770
+387% +$109K ﹤0.01% 793
2021
Q4 		$45K Hold
199
– – ﹤0.01% 1005
2021
Q3 		$63K Sell
199
-241
-55% -$74K ﹤0.01% 881
2021
Q2 		$121K Buy
440
+125
+40% +$31.7K ﹤0.01% 752
2021
Q1 		$70K Hold
315
– – ﹤0.01% 851
2020
Q4 		$63K Buy
+315
New +$56.1K ﹤0.01% 807

Other funds holding SE

Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Tiger Global Management
Tiger Global Management New York $22.8B AUM 30.07% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return