WT
SGEN

Whittier Trust’s Seagen Inc. Common Stock SGEN Stock Holding History

Whittier Trust’s Portfolio SGEN Stock Details SGEN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-1,844
Closed -$391K – 1715
2023
Q3 		$391K Buy
1,844
+46
+3% +$9.19K 0.01% 515
2023
Q2 		$346K Sell
1,798
-2,150
-54% -$427K 0.01% 529
2023
Q1 		$799K Buy
3,948
+2,549
+182% +$409K 0.01% 390
2022
Q4 		$180K Hold
1,399
– – ﹤0.01% 676
2022
Q3 		$191K Hold
1,399
– – ﹤0.01% 643
2022
Q2 		$248K Hold
1,399
– – 0.01% 590
2022
Q1 		$202K Sell
1,399
-53
-4% -$7.17K ﹤0.01% 676
2021
Q4 		$224K Buy
1,452
+683
+89% +$114K ﹤0.01% 649
2021
Q3 		$131K Hold
769
– – ﹤0.01% 724
2021
Q2 		$121K Sell
769
-150
-16% -$22.3K ﹤0.01% 753
2021
Q1 		$128K Buy
919
+150
+20% +$24.2K ﹤0.01% 725
2020
Q4 		$135K Buy
769
+625
+434% +$117K ﹤0.01% 662
2020
Q3 		$28K Buy
+144
New +$24.1K ﹤0.01% 938
2020
Q1 		– Sell
-28
Closed -$3K – 1616
2019
Q4 		$3K Buy
+28
New +$2.97K ﹤0.01% 1333

Other funds holding SGEN

SCM
Segantii Capital Management Hong Kong $1.54B AUM 16.73% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
FBC
Fairfield, Bush & Co Darien, Connecticut $203M AUM 38.37% 1-Year Est. Return
VWA
Valued Wealth Advisors Holladay, Utah $275M AUM 24.94% 1-Year Est. Return
SAG
Spotlight Asset Group Oakbrook Terrace, Illinois $143M AUM 20.66% 1-Year Est. Return

Whittier Trust's SGEN Position: Q4 2023 in Review

Whittier Trust sold out of Seagen Inc. Common Stock (SGEN) in Q4 2023, closing a stake of 1,844 shares — an estimated $391K sold.

Whittier Trust first reported a position in SGEN in Q4 2019 and held it in 14 quarters. The position peaked at $799K in Q1 2023. 6 funds tracked by Wall St. Rank hold SGEN as of Q4 2023.

  • Whittier Trust reported no remaining Seagen Inc. Common Stock position as of Q4 2023 after selling out during the quarter.
  • Whittier Trust sold 1,844 Seagen Inc. Common Stock shares in Q4 2023, an estimated $391K.
  • Whittier Trust first reported a position in Seagen Inc. Common Stock in Q4 2019 and held it in 14 quarters.
  • Whittier Trust's Seagen Inc. Common Stock position peaked at $799K in Q1 2023.
  • 6 funds tracked by Wall St. Rank held Seagen Inc. Common Stock as of Q4 2023.

Based on Whittier Trust's 13F filing for Q4 2023, filed 11 Jan 2024.