Castleark Management is based out of Chicago. Castleark Management is a large advisory firm with 25 clients and discretionary assets under management (AUM) of $2,871,310,367 (Form ADV from 2019-03-30). Their last reported 13F filing for Q3 2019 included $2,451,479,000 in managed 13F securities
and a top 10 holdings concentration of 18.66%. Castleark Management's largest holding is Microsoft Corp. with shares held of 466,960. Castleark Management has met the qualifications for inclusion in our WhaleScore system. Whalewisdom has at least 77 13F filings
[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.