EBOR CHARITABLE TRUST

JACKSON, WY Trust How do I update this listing?

Ebor Charitable Trust is based out of Jackson. Their last reported 13F filing for Q2 2020 included $89,840,000 in managed 13F securities and a top 10 holdings concentration of 100.0%. Ebor Charitable Trust's largest holding is VANGUARD TOTAL STOCK MARKET INDEX FUND-ETF Shares with shares held of 360,850. Whalewisdom has at least 3 13F filings

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06/30/2020

Top Buys

  • Name% Change

06/30/2020

13F Activity

  • Market Value $89.84 Million
  • Prior Market Value $121.521 Million
  • New Purchases0 stocks
  • Additional Purchases0 stocks
  • Sold out of1 stock
  • Reduced holdings in2 stocks
  • Top 10 Holdings % 100.00 %
  • Turnover % [1]:50.00%
  • Turnover Alt % [2]: 51.58 %
  • Time Held Top20:2.00 quarters
  • Time Held Top10:2.00 quarters
  • Time Held All:2.00 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 2020-08-14

Performance for Q2 2020: 16.75%
Performance Last 4 Quarters: 0.0%
Performance Metrics
Stats are not available for the latest quarter

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*Shares are split adjusted

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