ENSIGN PEAK ADVISORS, INC

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

Ensign Peak Advisors is based out of Salt Lake City. Their last reported 13F filing for Q2 2020 included $36,794,780,000 in managed 13F securities and a top 10 holdings concentration of 24.6%. Ensign Peak Advisors's largest holding is Microsoft Corp. with shares held of 9,421,665. Whalewisdom has at least 3 13F filings, and 2 13G filings

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06/30/2020

13F Activity

  • Market Value $36.795 Billion
  • Prior Market Value $29.866 Billion
  • New Purchases94 stocks
  • Additional Purchases570 stocks
  • Sold out of44 stocks
  • Reduced holdings in353 stocks
  • Top 10 Holdings % 24.60 %
  • Turnover % [1]:8.26%
  • Turnover Alt % [2]: 10.62 %
  • Time Held Top20:1.65 quarters
  • Time Held Top10:1.80 quarters
  • Time Held All:1.88 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: 12.82%
Performance Last 4 Quarters: 0.0%
Performance Metrics
Stats are not available for the latest quarter

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Insider Transactions in the past year

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