WT
X

Whittier Trust’s US Steel X Stock Holding History

Whittier Trust’s Portfolio X Stock Details X Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-59
Closed -$2.49K – 1553
2025
Q1 		$2.49K Hold
59
– – ﹤0.01% 1386
2024
Q4 		$2K Buy
+59
New +$2.18K ﹤0.01% 1456
2023
Q4 		– Sell
-20
Closed -$649 – 1694
2023
Q3 		$649 Buy
+20
New +$561 ﹤0.01% 1554
2019
Q2 		– Sell
-33
Closed -$1K – 1463
2019
Q1 		$1K Buy
+33
New +$702 ﹤0.01% 1360
2018
Q4 		– Sell
-7,500
Closed -$229K – 1381
2018
Q3 		$229K Hold
7,500
– – 0.01% 486
2018
Q2 		$261K Hold
7,500
– – 0.01% 459
2018
Q1 		$264K Buy
+7,500
New +$296K 0.01% 467
2017
Q3 		– Sell
-75
Closed -$2K – 1350
2017
Q2 		$2K Hold
75
– – ﹤0.01% 1172
2017
Q1 		$3K Buy
+75
New +$2.67K ﹤0.01% 1236

Other funds holding X

Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
CAWM
Capital A Wealth Management New Castle, Pennsylvania $8.94M AUM
SS
Sunbelt Securities Houston, Texas $1.58B AUM 28.96% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return