GROVE BANK & TRUST

MIAMI, FL Banks Trust How do I update this listing?

Grove Bank & Trust is based out of Miami. Their last reported 13F filing for Q2 2020 included $303,642,000 in managed 13F securities and a top 10 holdings concentration of 38.6%. Grove Bank & Trust's largest holding is iShares Trust - Core S&P Mid-Cap 400 Exchange Traded Fund with shares held of 120,028. Whalewisdom has at least 19 13F filings

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06/30/2020

13F Activity

  • Market Value $303.642 Million
  • Prior Market Value $253.364 Million
  • New Purchases22 stocks
  • Additional Purchases87 stocks
  • Sold out of8 stocks
  • Reduced holdings in59 stocks
  • Top 10 Holdings % 38.60 %
  • Turnover % [1]:17.05%
  • Turnover Alt % [2]: 12.19 %
  • Time Held Top20:7.95 quarters
  • Time Held Top10:7.20 quarters
  • Time Held All:12.63 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: 27.7%
Performance Last 4 Quarters: -2.62%
Performance Metrics
Stats are not available for the latest quarter

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*Shares are split adjusted

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