Whittier Trust’s Atlassian TEAM Stock Holding History

Whittier Trust’s Portfolio TEAM Stock Details TEAM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$5.31K	Sell	78 -27	-26%	-$2.66K	﹤0.01%	1194
2025 Q4	$16.6K	Sell	105 -78	-43%	-$12.2K	﹤0.01%	1060
2025 Q3	$27.5K	Sell	183 -1,974	-92%	-$357K	﹤0.01%	957
2025 Q2	$438K	Buy	2,157 +230	+12%	+$47.9K	0.01%	510
2025 Q1	$409K	Buy	1,927 +501	+35%	+$132K	0.01%	520
2024 Q4	$347K	Buy	1,426 +1,377	+2,810%	+$315K	﹤0.01%	554
2024 Q3	$7.78K	Buy	+49	New	+$8.06K	﹤0.01%	1309
2024 Q2	–	Sell	-765	Closed	-$149K	–	1590
2024 Q1	$149K	Buy	765 +760	+15,200%	+$166K	﹤0.01%	711
2023 Q4	$1.19K	Sell	5 -91	-95%	-$17.9K	﹤0.01%	1436
2023 Q3	$19.3K	Buy	+96	New	+$18.2K	﹤0.01%	1117
2021 Q3	–	Sell	-33	Closed	-$8K	–	1571
2021 Q2	$8K	Hold	33	–	–	﹤0.01%	1309
2021 Q1	$7K	Buy	+33	New	+$7.68K	﹤0.01%	1312
2019 Q3	–	Sell	-28	Closed	-$4K	–	1591
2019 Q2	$4K	Buy	+28	New	+$3.37K	﹤0.01%	1179

Other funds holding TEAM

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

Baillie Gifford & Co

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

DnB Asset Management

DnB Asset Management Oslo, Norway $28B AUM 26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Pictet Asset Management

Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return

Two Sigma Investments

Two Sigma Investments New York $121B AUM 33.93% 1-Year Est. Return

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

AQR Capital Management

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

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