LAKE FOREST, IL Trust How do I update this listing?

Pactiv General Employee Benefit Trust is based out of Lake Forest. Their last reported 13F filing for Q1 2020 included $933,993,000 in managed 13F securities and a top 10 holdings concentration of 87.55%. Pactiv General Employee Benefit Trust's largest holding is Microsoft Corp. with shares held of 1,088,457. Whalewisdom has at least 7 13F filings

Download 13F Summary to Excel Create Email Alert


13F Activity

  • Market Value $933.993 Million
  • Prior Market Value $1.097 Billion
  • New Purchases3 stocks
  • Additional Purchases8 stocks
  • Sold out of5 stocks
  • Reduced holdings in0 stocks
  • Top 10 Holdings % 87.55 %
  • Turnover % [1]:53.33%
  • Turnover Alt % [2]: 17.78 %
  • Time Held Top20:3.40 quarters
  • Time Held Top10:2.80 quarters
  • Time Held All:3.53 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: 24.7%
Performance Last 4 Quarters: 4.09%
Performance Metrics
Stats are not available for the latest quarter

Refresh Advanced Export Download CSV Download Excel (.xlsx) Download TSV
Filter by:

Security Types:

*Shares are split adjusted

Active Schedule 13D and 13G events

Sign in to see

Form 4 - Recent Insider Transactions


Elevate your investments