Whittier Trust’s Spire SR Stock Holding History

Whittier Trust’s Portfolio SR Stock Details SR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q1	–	Sell	-1,500	Closed	-$98K	–	1747
2021 Q4	$98K	Buy	+1,500	New	+$94.9K	﹤0.01%	828
2019 Q2	–	Sell	-7	Closed	-$1K	–	1453
2019 Q1	$1K	Buy	+7	New	+$546	﹤0.01%	1342

Other funds holding SR

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

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

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

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

Brookfield Corp Toronto, Ontario, Canada $74.2B AUM 0.68% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

Whittier Trust's SR Position: Q1 2022 in Review

Whittier Trust sold out of Spire (SR) in Q1 2022, closing a stake of 1,500 shares — an estimated $98K sold.

Whittier Trust first reported a position in SR in Q1 2019 and held it in 2 quarters. The position peaked at $98K in Q4 2021. 287 funds tracked by Wall St. Rank hold SR as of Q1 2022.

Whittier Trust reported no remaining Spire position as of Q1 2022 after selling out during the quarter.
Whittier Trust sold 1,500 Spire shares in Q1 2022, an estimated $98K.
Whittier Trust first reported a position in Spire in Q1 2019 and held it in 2 quarters.
Whittier Trust's Spire position peaked at $98K in Q4 2021.
287 funds tracked by Wall St. Rank held Spire as of Q1 2022.

Based on Whittier Trust's 13F filing for Q1 2022, filed 29 Apr 2022.