WT
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Whittier Trust’s Sylvamo SLVM Stock Holding History

Whittier Trust’s Portfolio SLVM Stock Details SLVM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-5
Closed -$219 – 1655
2023
Q3 		$219 Buy
+5
New +$215 ﹤0.01% 1629
2023
Q2 		– Sell
-632
Closed -$29.2K – 1607
2023
Q1 		$29.2K Hold
632
– – ﹤0.01% 1073
2022
Q4 		$30.7K Hold
632
– – ﹤0.01% 1059
2022
Q3 		$21K Sell
632
-1
-0.2% -$38 ﹤0.01% 1170
2022
Q2 		$21K Buy
633
+1
+0.2% +$42 ﹤0.01% 1164
2022
Q1 		$21K Hold
632
– – ﹤0.01% 1194
2021
Q4 		$18K Buy
+632
New +$18.4K ﹤0.01% 1211

Other funds holding SLVM

AF
Atlas FRM Greenwich, Connecticut $2.33B AUM 3.68% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Nomura Holdings
Nomura Holdings Tokyo, Japan $85.4B AUM 91.09% 1-Year Est. Return
Royal London Asset Management
Royal London Asset Management United Kingdom $54.3B AUM 39.21% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Whittier Trust's SLVM Position: Q4 2023 in Review

Whittier Trust sold out of Sylvamo (SLVM) in Q4 2023, closing a stake of 5 shares — an estimated $219 sold.

Whittier Trust first reported a position in SLVM in Q4 2021 and held it in 7 quarters. The position peaked at $30.7K in Q4 2022. 326 funds tracked by Wall St. Rank hold SLVM as of Q4 2023.

  • Whittier Trust reported no remaining Sylvamo position as of Q4 2023 after selling out during the quarter.
  • Whittier Trust sold 5 Sylvamo shares in Q4 2023, an estimated $219.
  • Whittier Trust first reported a position in Sylvamo in Q4 2021 and held it in 7 quarters.
  • Whittier Trust's Sylvamo position peaked at $30.7K in Q4 2022.
  • 326 funds tracked by Wall St. Rank held Sylvamo as of Q4 2023.

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