Whittier Trust’s Steel Dynamics STLD Stock Holding History

Whittier Trust’s Portfolio STLD Stock Details STLD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$8.83K	Sell	50 -271	-84%	-$49.3K	﹤0.01%	1143
2025 Q4	$55.5K	Hold	321	–	–	﹤0.01%	848
2025 Q3	$46.6K	Hold	321	–	–	﹤0.01%	863
2025 Q2	$41.1K	Hold	321	–	–	﹤0.01%	975
2025 Q1	$40.1K	Hold	321	–	–	﹤0.01%	973
2024 Q4	$36.6K	Hold	321	–	–	﹤0.01%	991
2024 Q3	$40.5K	Hold	321	–	–	﹤0.01%	967
2024 Q2	$41.6K	Hold	321	–	–	﹤0.01%	947
2024 Q1	$47.6K	Hold	321	–	–	﹤0.01%	945
2023 Q4	$37.9K	Sell	321 -8	-2%	-$892	﹤0.01%	972
2023 Q3	$35.3K	Buy	329 +8	+2%	+$833	﹤0.01%	996
2023 Q2	$35K	Hold	321	–	–	﹤0.01%	1007
2023 Q1	$36.3K	Hold	321	–	–	﹤0.01%	1022
2022 Q4	$31.4K	Hold	321	–	–	﹤0.01%	1055
2022 Q3	$23K	Hold	321	–	–	﹤0.01%	1145
2022 Q2	$21K	Hold	321	–	–	﹤0.01%	1165
2022 Q1	$27K	Hold	321	–	–	﹤0.01%	1133
2021 Q4	$20K	Hold	321	–	–	﹤0.01%	1185
2021 Q3	$19K	Hold	321	–	–	﹤0.01%	1145
2021 Q2	$19K	Hold	321	–	–	﹤0.01%	1159
2021 Q1	$16K	Buy	+321	New	+$13.5K	﹤0.01%	1176

Other funds holding STLD

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management

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

Capital Research Global Investors

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Life Cycle Investment Partners London $15.7B AUM

Holocene Advisors

Holocene Advisors New York $41.3B AUM 42.97% 1-Year Est. Return