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Whittier Trust’s Stewart Information Services STC Stock Holding History

Whittier Trust’s Portfolio STC Stock Details STC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-367
Closed -$23.9K – 1588
2024
Q1 		$23.9K Buy
+367
New +$22.3K ﹤0.01% 1088

Other funds holding STC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Whittier Trust's STC Position: Q2 2024 in Review

Whittier Trust sold out of Stewart Information Services (STC) in Q2 2024, closing a stake of 367 shares — an estimated $23.9K sold.

Whittier Trust first reported a position in STC in Q1 2024 and held it in 1 quarter. The position peaked at $23.9K in Q1 2024. 207 funds tracked by Wall St. Rank hold STC as of Q2 2024.

  • Whittier Trust reported no remaining Stewart Information Services position as of Q2 2024 after selling out during the quarter.
  • Whittier Trust sold 367 Stewart Information Services shares in Q2 2024, an estimated $23.9K.
  • Whittier Trust first reported a position in Stewart Information Services in Q1 2024 and held it in 1 quarter.
  • Whittier Trust's Stewart Information Services position peaked at $23.9K in Q1 2024.
  • 207 funds tracked by Wall St. Rank held Stewart Information Services as of Q2 2024.

Based on Whittier Trust's 13F filing for Q2 2024, filed 29 Jul 2024.