Whittier Trust’s Westlake Corp WLK Stock Holding History

Whittier Trust’s Portfolio WLK Stock Details WLK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-3	Closed	-$374	–	1689
2023 Q3	$374	Buy	+3	New	+$385	﹤0.01%	1594
2020 Q4	–	Sell	-74	Closed	-$5K	–	1492
2020 Q3	$5K	Sell	74 -52	-41%	-$3.07K	﹤0.01%	1245
2020 Q2	$7K	Hold	126	–	–	﹤0.01%	1125
2020 Q1	$5K	Sell	126 -26	-17%	-$1.46K	﹤0.01%	1228
2019 Q4	$11K	Buy	+152	New	+$10.2K	﹤0.01%	1125
2019 Q2	–	Sell	-12	Closed	-$1K	–	1460
2019 Q1	$1K	Buy	+12	New	+$870	﹤0.01%	1356

Other funds holding WLK

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

OAG

Orbis Allan Gray Hamilton, Bermuda $29.1B AUM 60.8% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Pacer Advisors Malvern, Pennsylvania $39.3B AUM 27.96% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

SCP

Soroban Capital Partners New York $47.8B AUM 11.8% 1-Year Est. Return

Whittier Trust's WLK Position: Q4 2023 in Review

Whittier Trust sold out of Westlake Corp (WLK) in Q4 2023, closing a stake of 3 shares — an estimated $374 sold.

Whittier Trust first reported a position in WLK in Q1 2019 and held it in 6 quarters. The position peaked at $11K in Q4 2019. 357 funds tracked by Wall St. Rank hold WLK as of Q4 2023.

Whittier Trust reported no remaining Westlake Corp position as of Q4 2023 after selling out during the quarter.
Whittier Trust sold 3 Westlake Corp shares in Q4 2023, an estimated $374.
Whittier Trust first reported a position in Westlake Corp in Q1 2019 and held it in 6 quarters.
Whittier Trust's Westlake Corp position peaked at $11K in Q4 2019.
357 funds tracked by Wall St. Rank held Westlake Corp as of Q4 2023.

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