SALT LAKE CITY, UT How do I update this listing?

Deseret Mutual Benefit Administrators is based out of Salt Lake City. Their last reported 13F filing for Q2 2020 included $147,060,000 in managed 13F securities and a top 10 holdings concentration of 100.0%. Deseret Mutual Benefit Administrators's largest holding is Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF with shares held of 1,840,923. Whalewisdom has at least 3 13F filings, 1 13G filings, and 1 Form 4 filings

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Top Buys

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13F Activity

  • Market Value $147.06 Million
  • Prior Market Value $131.582 Million
  • New Purchases0 stocks
  • Additional Purchases0 stocks
  • Sold out of1 stock
  • Reduced holdings in0 stocks
  • Top 10 Holdings % 100.00 %
  • Turnover % [1]:20.00%
  • Turnover Alt % [2]: 5.55 %
  • Time Held Top20:1.60 quarters
  • Time Held Top10:1.60 quarters
  • Time Held All:1.60 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.


13F Sector Allocation Over Time

Portfolio Performance

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

Performance for Q1 2020: 22.0%
Performance Last 4 Quarters: 0.0%
Performance Metrics
Stats are not available for the latest quarter

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