Whittier Trust’s SANGAMO THERAPEUTICS INC SGMO Stock Holding History

Whittier Trust’s Portfolio SGMO Stock Details SGMO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-381	Closed	-$224	–	1649
2023 Q3	$224	Hold	381	–	–	﹤0.01%	1624
2023 Q2	$491	Hold	381	–	–	﹤0.01%	1517
2023 Q1	$666	Hold	381	–	–	﹤0.01%	1544
2022 Q4	$1.2K	Hold	381	–	–	﹤0.01%	1526
2022 Q3	$2K	Sell	381 -667	-64%	-$3.43K	﹤0.01%	1573
2022 Q2	$4K	Hold	1,048	–	–	﹤0.01%	1486
2022 Q1	$6K	Hold	1,048	–	–	﹤0.01%	1429
2021 Q4	$8K	Buy	1,048 +667	+175%	+$5.79K	﹤0.01%	1352
2021 Q3	$3K	Hold	381	–	–	﹤0.01%	1395
2021 Q2	$5K	Hold	381	–	–	﹤0.01%	1365
2021 Q1	$5K	Hold	381	–	–	﹤0.01%	1360
2020 Q4	$6K	Hold	381	–	–	﹤0.01%	1222
2020 Q3	$4K	Hold	381	–	–	﹤0.01%	1269
2020 Q2	$3K	Sell	381 -50	-12%	-$464	﹤0.01%	1235
2020 Q1	$3K	Hold	431	–	–	﹤0.01%	1310
2019 Q4	$4K	Sell	431 -750	-64%	-$6.9K	﹤0.01%	1283
2019 Q3	$11K	Buy	1,181 +800	+210%	+$8.97K	﹤0.01%	1119
2019 Q2	$4K	Hold	381	–	–	﹤0.01%	1177
2019 Q1	$4K	Hold	381	–	–	﹤0.01%	1159
2018 Q4	$4K	Hold	381	–	–	﹤0.01%	1198
2018 Q3	$6K	Hold	381	–	–	﹤0.01%	1101
2018 Q2	$5K	Buy	+381	New	+$6.33K	﹤0.01%	1102

Other funds holding SGMO

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

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

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

Hudson Bay Capital Management Stamford, Connecticut $29B AUM 30.2% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Whittier Trust's SGMO Position: Q4 2023 in Review

Whittier Trust sold out of SANGAMO THERAPEUTICS INC (SGMO) in Q4 2023, closing a stake of 381 shares — an estimated $224 sold.

Whittier Trust first reported a position in SGMO in Q2 2018 and held it in 22 quarters. The position peaked at $11K in Q3 2019. 130 funds tracked by Wall St. Rank hold SGMO as of Q4 2023.

Whittier Trust reported no remaining SANGAMO THERAPEUTICS INC position as of Q4 2023 after selling out during the quarter.
Whittier Trust sold 381 SANGAMO THERAPEUTICS INC shares in Q4 2023, an estimated $224.
Whittier Trust first reported a position in SANGAMO THERAPEUTICS INC in Q2 2018 and held it in 22 quarters.
Whittier Trust's SANGAMO THERAPEUTICS INC position peaked at $11K in Q3 2019.
130 funds tracked by Wall St. Rank held SANGAMO THERAPEUTICS INC as of Q4 2023.

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