MITCHELL SINKLER & STARR

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Mitchell Sinkler & Starr is based out of Philadelphia. Mitchell Sinkler & Starr is a large advisory firm with 224 clients and discretionary assets under management (AUM) of $127,587,251 (Form ADV from 2018-09-01). Their last reported 13F filing for Q3 2019 included $78,087,000 in managed 13F securities and a top 10 holdings concentration of 27.75%. Mitchell Sinkler & Starr's largest holding is Procter & Gamble Co. (OH) (1905) with shares held of 23,211. Whalewisdom has at least 73 13F filings

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09/30/2019

13F Sector Allocation Over Time

09/30/2019

13F Activity

  • Market Value $78.087 Million
  • Prior Market Value $87.484 Million
  • New Purchases5 stocks
  • Additional Purchases16 stocks
  • Sold out of5 stocks
  • Reduced holdings in55 stocks
  • Top 10 Holdings % 27.75 %
  • Turnover % [1]:11.36%
  • Turnover Alt % [2]: 17.06 %
  • Time Held Top20:17.45 quarters
  • Time Held Top10:8.30 quarters
  • Time Held All:30.92 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.

Portfolio Performance

Top 20 equal-weighted holdings. Performance numbers calculated through 2019-11-14

Performance for Q3 2019: 9.18%
Performance Last 4 Quarters: 14.01%
Performance Metrics
Stdev (5-yrs): Subscription required BETA (5-yrs): Subscription required ALPHA (3-yrs): Subscription required
Max Drawdown (all-years): Subscription required Annualized Perf (3-yrs): Subscription required Batting Avg vs S&P. (3-yrs): Subscription required
Sortino (3-yrs): Subscription required Stutzer (3-yrs): Subscription required Treynor (3-yrs): Subscription required
Sterling (3-yrs): Subscription required Calmar (3-yrs): Subscription required Information Ratio (3-yrs): Subscription required
Tracking Error (3 yrs): Subscription required Stdev Down (3-yrs): Subscription required Winning Months %: Subscription required
Losing Months %: Subscription required Best 12 Months: Subscription required Worst 12 Months: Subscription required
Efficiency Ratio (3-yrs): Subscription required Sharpe: Subscription required Stdev Sectors: Subscription required
Skewness (3-yrs): Subscription required Kurtosis (3-yrs): Subscription required Upside Potential (3-yrs): Subscription required

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13F Filings Available:
  • 2019-09-30 - 13F-HR (Subscription required)
  • 2019-06-30 - 13F-HR (Subscription required)
  • 2019-03-31 - 13F-HR (Subscription required)
  • 2018-12-31 - 13F-HR (Subscription required)
  • 2018-09-30 - 13F-HR (Subscription required)
  • 2018-06-30 - 13F-HR (Subscription required)
  • 2018-03-31 - 13F-HR (Subscription required)
  • 2017-12-31 - 13F-HR (Subscription required)
  • 2017-09-30 - 13F-HR (Subscription required)
  • 2017-06-30 - 13F-HR (Subscription required)
  • 2017-03-31 - 13F-HR (Subscription required)
  • 2016-12-31 - 13F-HR (Subscription required)
  • 2016-09-30 - 13F-HR (Subscription required)
  • 2016-06-30 - 13F-HR (Subscription required)
  • 2016-03-31 - 13F-HR (Subscription required)
  • 2015-12-31 - 13F-HR (Subscription required)
  • 2015-09-30 - 13F-HR (Subscription required)
  • 2015-06-30 - 13F-HR (Subscription required)
  • 2015-03-31 - 13F-HR (Subscription required)
  • 2014-12-31 - 13F-HR (Subscription required)
  • 2014-09-30 - 13F-HR (Subscription required)
  • 2014-06-30 - 13F-HR (Subscription required)
  • 2014-03-31 - 13F-HR (Subscription required)
  • 2013-12-31 - 13F-HR (Subscription required)
  • 2013-09-30 - 13F-HR (Subscription required)
  • 2013-06-30 - 13F-HR (Subscription required)
  • 2013-03-31 - 13F-HR (Subscription required)
  • 2012-12-31 - 13F-HR (Subscription required)
  • 2012-09-30 - 13F-HR (Subscription required)
  • 2012-06-30 - 13F-HR (Subscription required)
  • 2012-03-31 - 13F-HR (Subscription required)
  • 2011-12-31 - 13F-HR (Subscription required)
  • 2011-09-30 - 13F-HR (Subscription required)
  • 2011-06-30 - 13F-HR (Subscription required)
  • 2011-03-31 - 13F-HR (Subscription required)
  • 2010-12-31 - 13F-HR (Subscription required)
  • 2010-09-30 - 13F-HR (Subscription required)
  • 2010-06-30 - 13F-HR (Subscription required)
  • 2010-03-31 - 13F-HR (Subscription required)
  • 2009-12-31 - 13F-HR (Subscription required)
  • 2009-09-30 - 13F-HR (Subscription required)
  • 2009-06-30 - 13F-HR (Subscription required)
  • 2009-03-31 - 13F-HR (Subscription required)
  • 2008-12-31 - 13F-HR (Subscription required)
  • 2008-09-30 - 13F-HR (Subscription required)
  • 2008-06-30 - 13F-HR (Subscription required)
  • 2008-03-31 - 13F-HR (Subscription required)
  • 2007-12-31 - 13F-HR (Subscription required)
  • 2007-09-30 - 13F-HR (Subscription required)
  • 2007-06-30 - 13F-HR (Subscription required)
  • 2007-03-31 - 13F-HR (Subscription required)
  • 2006-12-31 - 13F-HR (Subscription required)
  • 2006-09-30 - 13F-HR (Subscription required)
  • 2006-06-30 - 13F-HR (Subscription required)
  • 2006-03-31 - 13F-HR (Subscription required)
  • 2005-12-31 - 13F-HR (Subscription required)
  • 2005-09-30 - 13F-HR (Subscription required)
  • 2005-06-30 - 13F-HR (Subscription required)
  • 2005-03-31 - 13F-HR (Subscription required)
  • 2004-12-31 - 13F-HR (Subscription required)
  • 2004-06-30 - 13F-HR (Subscription required)
  • 2004-03-31 - 13F-HR (Subscription required)
  • 2003-12-31 - 13F-HR (Subscription required)
  • 2003-09-30 - 13F-HR (Subscription required)
  • 2003-06-30 - 13F-HR (Subscription required)
  • 2003-03-31 - 13F-HR (Subscription required)
  • 2002-12-31 - 13F-HR (Subscription required)
  • 2002-09-30 - 13F-HR (Subscription required)
  • 2002-06-30 - 13F-HR (Subscription required)
  • 2002-03-31 - 13F-HR (Subscription required)
  • 2001-12-31 - 13F-HR (Subscription required)
  • 2001-09-30 - 13F-HR (Subscription required)
  • 2001-06-30 - 13F-HR (Subscription required)

View Last Form Adv Compilation Report on Record

MITCHELL SINKLER & STARR
TWO PENN CENTER PLAZA SUITE 1320
PHILADELPHIA PA    19102
Country: United States

Business Phone: 215-665-1450
Fax: 215-561-0808
Professional Investment Advisor Data
SEC Registration as : Large Advisory Firm
Form of Organization: Corporation
Organized in: PA
Number of employees: 9
Other Business Activities:
Advisor Fees/Compensation: Percentage of assets under management
Amount of client funds and securities: 707,762,000
Total Number of Clients: 224
Amount of client funds and securities by related persons:
Total Number of clients from related persons:
Disclosures:
Data above was derived from SEC filings.

Active Schedule 13D and 13G events

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MITCHELL SINKLER & STARR INC

ownership team - last updated 2019-07-25
Name Title Start Date Direct/Indirect % Ownership
WYLIE, WILLIAM, WOOD PRESIDENT 01/01/2002 Direct 50 - 75%
Fund Name Position direct/indirect start date end date
MITCHELL SINKLER & STARR INC PRESIDENT direct 2002-01-01
MITCHELL SINKLER & STARR INC PRESIDENT & SECRETARY direct 2002-01-01
MITCHELL SINKLER & STARR INC PRESIDENT, CHIEF COMPLIANCE OFFICER direct 2002-01-01
BLATTEAU, MARY, LOU TREASURER 01/01/2005 Direct less than 5%
Fund Name Position direct/indirect start date end date
MITCHELL SINKLER & STARR INC TREASURER direct 2005-01-01
HAEGELE, NANCY, MARCELLA CHIEF COMPLIANCE OFFICER 11/01/2005 Direct less than 5%
Fund Name Position direct/indirect start date end date
MITCHELL SINKLER & STARR INC CHIEF COMPLIANCE OFFICER direct 2005-11-01
RICHARDSON, WILLIAM, GREGORY VICE PRESIDENT 01/01/2007 Direct 10 - 25%
Fund Name Position direct/indirect start date end date
MITCHELL SINKLER & STARR INC PORTFOLIO MANAGER direct 2007-01-01
MITCHELL SINKLER & STARR INC VICE PRESIDENT direct 2007-01-01
WILSON, WILLIAM, DAVID PORTFOLIO MANAGER 04/01/2017 Direct 10 - 25%
Fund Name Position direct/indirect start date end date
MITCHELL SINKLER & STARR INC PORTFOLIO MANAGER direct 2017-04-01
MCMEEKIN, HEATHER, FLICK PORTFOLIO MANAGER 04/01/2017 Direct 10 - 25%
Fund Name Position direct/indirect start date end date
MITCHELL SINKLER & STARR INC PORTFOLIO MANAGER direct 2017-04-01

MITCHELL SINKLER & STARR INC

ownership team - last updated 2019-03-25
Name Title Start Date Direct/Indirect % Ownership
WYLIE, WILLIAM, WOOD PRESIDENT 01/01/2002 Direct 25 - 50%
Fund Name Position direct/indirect start date end date
MITCHELL SINKLER & STARR INC PRESIDENT direct 2002-01-01
MITCHELL SINKLER & STARR INC PRESIDENT & SECRETARY direct 2002-01-01
MITCHELL SINKLER & STARR INC PRESIDENT, CHIEF COMPLIANCE OFFICER direct 2002-01-01
CARPER, NICHOLAS, WOOD VICE PRESIDENT & SECRETARY 01/01/1997 Direct 25 - 50%
Fund Name Position direct/indirect start date end date
MITCHELL SINKLER & STARR INC PORTFOLIO MANAGER direct 1996-01-01
MITCHELL SINKLER & STARR INC VICE PRESIDENT direct 1997-01-01
MITCHELL SINKLER & STARR INC VICE PRESIDENT & SECRETARY direct 1997-01-01
BLATTEAU, MARY, LOU TREASURER 01/01/2005 Direct less than 5%
Fund Name Position direct/indirect start date end date
MITCHELL SINKLER & STARR INC TREASURER direct 2005-01-01
HAEGELE, NANCY, MARCELLA CHIEF COMPLIANCE OFFICER 11/01/2005 Direct less than 5%
Fund Name Position direct/indirect start date end date
MITCHELL SINKLER & STARR INC CHIEF COMPLIANCE OFFICER direct 2005-11-01
RICHARDSON, WILLIAM, GREGORY VICE PRESIDENT 01/01/2007 Direct 10 - 25%
Fund Name Position direct/indirect start date end date
MITCHELL SINKLER & STARR INC PORTFOLIO MANAGER direct 2007-01-01
MITCHELL SINKLER & STARR INC VICE PRESIDENT direct 2007-01-01
WILSON, WILLIAM, DAVID PORTFOLIO MANAGER 04/01/2017 Direct 5 - 10%
Fund Name Position direct/indirect start date end date
MITCHELL SINKLER & STARR INC PORTFOLIO MANAGER direct 2017-04-01
MCMEEKIN, HEATHER, FLICK PORTFOLIO MANAGER 04/01/2017 Direct 5 - 10%
Fund Name Position direct/indirect start date end date
MITCHELL SINKLER & STARR INC PORTFOLIO MANAGER direct 2017-04-01

MITCHELL SINKLER & STARR INC

ownership team - last updated 2018-11-26
Name Title Start Date Direct/Indirect % Ownership
WYLIE, WILLIAM, WOOD PRESIDENT 01/01/2002 Direct 25 - 50%
Fund Name Position direct/indirect start date end date
MITCHELL SINKLER & STARR INC PRESIDENT direct 2002-01-01
MITCHELL SINKLER & STARR INC PRESIDENT & SECRETARY direct 2002-01-01
MITCHELL SINKLER & STARR INC PRESIDENT, CHIEF COMPLIANCE OFFICER direct 2002-01-01
CARPER, NICHOLAS, WOOD VICE PRESIDENT & SECRETARY 01/01/1997 Direct 25 - 50%
Fund Name Position direct/indirect start date end date
MITCHELL SINKLER & STARR INC PORTFOLIO MANAGER direct 1996-01-01
MITCHELL SINKLER & STARR INC VICE PRESIDENT direct 1997-01-01
MITCHELL SINKLER & STARR INC VICE PRESIDENT & SECRETARY direct 1997-01-01
BLATTEAU, MARY, LOU TREASURER 01/01/2005 Direct less than 5%
Fund Name Position direct/indirect start date end date
MITCHELL SINKLER & STARR INC TREASURER direct 2005-01-01
HAEGELE, NANCY, MARCELLA CHIEF COMPLIANCE OFFICER 11/01/2005 Direct less than 5%
Fund Name Position direct/indirect start date end date
MITCHELL SINKLER & STARR INC CHIEF COMPLIANCE OFFICER direct 2005-11-01
RICHARDSON, WILLIAM, GREGORY VICE PRESIDENT 01/01/2007 Direct 10 - 25%
Fund Name Position direct/indirect start date end date
MITCHELL SINKLER & STARR INC PORTFOLIO MANAGER direct 2007-01-01
MITCHELL SINKLER & STARR INC VICE PRESIDENT direct 2007-01-01
WILSON, WILLIAM, DAVID PORTFOLIO MANAGER 04/01/2017 Direct 5 - 10%
Fund Name Position direct/indirect start date end date
MITCHELL SINKLER & STARR INC PORTFOLIO MANAGER direct 2017-04-01
MCMEEKIN, HEATHER, FLICK PORTFOLIO MANAGER 04/01/2017 Direct 5 - 10%
Fund Name Position direct/indirect start date end date
MITCHELL SINKLER & STARR INC PORTFOLIO MANAGER direct 2017-04-01

MITCHELL SINKLER & STARR INC

ownership team - last updated 2017-09-13
Name Title Start Date Direct/Indirect % Ownership
MCMEEKIN, HEATHER, FLICK PORTFOLIO MANAGER 04/01/2017 Direct 5 - 10%
Fund Name Position direct/indirect start date end date
MITCHELL SINKLER & STARR INC PORTFOLIO MANAGER direct 2017-04-01
WILSON, WILLIAM, DAVID PORTFOLIO MANAGER 04/01/2017 Direct 5 - 10%
Fund Name Position direct/indirect start date end date
MITCHELL SINKLER & STARR INC PORTFOLIO MANAGER direct 2017-04-01
RICHARDSON, WILLIAM, GREGORY VICE PRESIDENT 01/01/2007 Direct 10 - 25%
Fund Name Position direct/indirect start date end date
MITCHELL SINKLER & STARR INC PORTFOLIO MANAGER direct 2007-01-01
MITCHELL SINKLER & STARR INC VICE PRESIDENT direct 2007-01-01
HAEGELE, NANCY, MARCELLA CHIEF COMPLIANCE OFFICER 11/01/2005 Direct less than 5%
Fund Name Position direct/indirect start date end date
MITCHELL SINKLER & STARR INC CHIEF COMPLIANCE OFFICER direct 2005-11-01
BLATTEAU, MARY, LOU TREASURER 01/01/2005 Direct less than 5%
Fund Name Position direct/indirect start date end date
MITCHELL SINKLER & STARR INC TREASURER direct 2005-01-01
CARPER, NICHOLAS, WOOD VICE PRESIDENT & SECRETARY 01/01/1997 Direct 25 - 50%
Fund Name Position direct/indirect start date end date
MITCHELL SINKLER & STARR INC PORTFOLIO MANAGER direct 1996-01-01
MITCHELL SINKLER & STARR INC VICE PRESIDENT direct 1997-01-01
MITCHELL SINKLER & STARR INC VICE PRESIDENT & SECRETARY direct 1997-01-01
WYLIE, WILLIAM, WOOD PRESIDENT 01/01/2002 Direct 25 - 50%
Fund Name Position direct/indirect start date end date
MITCHELL SINKLER & STARR INC PRESIDENT direct 2002-01-01
MITCHELL SINKLER & STARR INC PRESIDENT & SECRETARY direct 2002-01-01
MITCHELL SINKLER & STARR INC PRESIDENT, CHIEF COMPLIANCE OFFICER direct 2002-01-01

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