Equal-WT
WhaleScore 2.0
?
FORT WASHINGTON INVESTMENT ADVISORS INC
0
followers
ยท
Follow
CINCINNATI OH
Investment Advisor
Hedge Fund
Fort Washington Investment Advisors is based out of Cincinnati. Fort Washington Investment Advisors is a hedge fund with 516 clients and discretionary assets under management (AUM) of $70,711,246,753 (Form ADV from 2024-02-01). Their last reported 13F filing for Q4 2023 included $14,456,101,564 in managed 13F securities
and a top 10 holdings concentration of 28.85%. Fort Washington Investment Advisors's largest holding is Microsoft Corp. with shares held of 2,146,157. Whalewisdom has at least 99 13F filings
2023-12-31
Top Buys (13F)
Name | % Change |
---|---|
IVV iShares Core S&P 500 | 0.24% |
SCHW Charles Schwab Corp | 0.22% |
BAC Bank of America Corp | 0.16% |
BA Boeing Company | 0.16% |
ARE Alexandria Real Esta | 0.13% |
2023-12-31
Top Sells (13F)
Name | % Change |
---|---|
XOM ExxonMobil Corp. (St | 0.45% |
SLB Schlumberger Ltd. | 0.26% |
HUBB Hubbell Inc Class B | 0.2% |
BRK.B Berkshire Hathaway I | 0.19% |
COR Cencora Inc. | 0.18% |
2023-12-31
13F Holdings Summary
Name | $ Change |
---|---|
MSFT Microsoft Corp. | 5.58% |
CTAS Cintas Corporation | 4.43% |
AAPL Apple Inc | 4.24% |
GOOG Alphabet Inc. Class | 2.5% |
AMZN Amazon.com Inc. | 2.24% |
2023-12-31
13F Activity
Market Value | $14.5b, Prior: $13.2b |
New Purchases | 18 stocks |
Added To | 111 stocks |
Sold out of | 5 stocks |
Reduced holdings in | 169 stocks |
Top 10 Holdings % | 28.85% |
Turnover %[1] | 5.91% |
Turnover Alt %[2] | 2.03% |
Time Held Top 20 | 20 quarters |
Time Held Top 10 | 16 quarters |
Time Held All | 29.97 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.
2023-12-31
13F Sector Allocation Over Time
2023-12-31
Analysis
Top 20 equal-weighted holdings. Performance numbers calculated through 2023-12-31