ARROW FINANCIAL CORP

GLENS FALLS, NY Banks How do I update this listing?

Arrow Financial Corp is based out of Glens Falls. Their last reported 13F filing for Q2 2020 included $458,623,000 in managed 13F securities and a top 10 holdings concentration of 40.06%. Arrow Financial Corp's largest holding is Arrow Financial Corp. (Glens Falls, NY) with shares held of 1,346,635. Whalewisdom has at least 55 13F filings, and 418 Form 4 filings The firm last filed a Form D notice of exempt offering of securities on 2011-02-14. The notice included securities offered of Equity

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06/30/2020

13F Activity

  • Market Value $458.623 Million
  • Prior Market Value $421.969 Million
  • New Purchases12 stocks
  • Additional Purchases57 stocks
  • Sold out of13 stocks
  • Reduced holdings in124 stocks
  • Top 10 Holdings % 40.06 %
  • Turnover % [1]:7.79%
  • Turnover Alt % [2]: 8.37 %
  • Time Held Top20:20.45 quarters
  • Time Held Top10:19.40 quarters
  • Time Held All:29.50 quarters

[1]: Turnover is calculated by taking the # of new holdings (initial purchases) + the # of positions sold out of (not just reduced) divided by the total # of holdings for the quarter.

[2]: Alt Turnover is calculated by taking either the total MV of new purchases or the MV of securities sold, whichever is less, divided by the total MV of the fund.

06/30/2020

13F Sector Allocation Over Time

Portfolio Performance

Top 20 equal-weighted holdings. Performance numbers calculated through 2020-05-15

Performance for Q1 2020: 25.52%
Performance Last 4 Quarters: 3.9%
Performance Metrics
Stdev (5-yrs): Subscription required BETA (5-yrs): Subscription required ALPHA (3-yrs): Subscription required
Max Drawdown (all-years): Subscription required Annualized Perf (3-yrs): Subscription required Batting Avg vs S&P. (3-yrs): Subscription required
Sortino (3-yrs): Subscription required Stutzer (3-yrs): Subscription required Treynor (3-yrs): Subscription required
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Losing Months %: Subscription required Best 12 Months: Subscription required Worst 12 Months: Subscription required
Efficiency Ratio (3-yrs): Subscription required Sharpe: Subscription required Stdev Sectors: Subscription required
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*Shares are split adjusted
This lets you look at individual sub managers or subsidiaries within the 13F filing.

13F Managers

Subsidiaries/Managers included in latest 13F
Name
GLENS FALLS NATIONAL BANK TRUST CO /NY
North Country Investment Advisers, Inc.

Active Schedule 13D and 13G events

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Form 4 - Recent Insider Transactions

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Form D Filings

Form D is a form to be used to file a notice of an exempt offering of securities with the Securities and Exchange Commission. Form D contains basic information about the offering and the company.

Form D Filings
Filing Date Form Type Industry Group Securities Offered Total Offering Amount Total Amount Sold Total Remaining
2011-02-14 D COMMERCIAL BANKING Equity 3,299,257 3,025,011 274,246
Other Issuers in Filings
Name Address
No Other Issuers
Related Parties included in filings
Name Address Relationship
DAVID S. DEMARCO subscription required
    EXECUTIVE OFFICER
DAVID G. KRUCZLNICKI subscription required
    DIRECTOR
DAVID L. MOYNEHAN subscription required
    DIRECTOR
ELIZABETH O'C LITTLE subscription required
    DIRECTOR
GARY C. DAKE subscription required
    DIRECTOR
HERBERT O. CARPENTER subscription required
    DIRECTOR
JOHN J. CARUSONE, JR. subscription required
    DIRECTOR
JOHN J. MURPHY subscription required
    DIRECTOR
MARY-ELIZABETH T. FITZGERALD subscription required
    DIRECTOR
MICHAEL B. CLARK subscription required
    DIRECTOR
RAYMOND F. O'CONOR subscription required
    EXECUTIVE OFFICER
RICHARD J. REISMAN, D.M.D. subscription required
    DIRECTOR
TERRY R. GOODEMOTE subscription required
    EXECUTIVE OFFICER
THOMAS L. HOY subscription required
    EXECUTIVE OFFICER DIRECTOR
THOMAS J. MURPHY subscription required
    EXECUTIVE OFFICER

WhaleScore history for ARROW FINANCIAL CORP

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