Equal-WT
WhaleScore 2.0
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Salzhauer Michael is based out of New York. Their last reported 13F filing for Q4 2023 included $117,694,975 in managed 13F securities
and a top 10 holdings concentration of 57.51%. Salzhauer Michael's largest holding is Bank of America Corp. (North Carolina National Bank) with shares held of 374,614. Whalewisdom has at least 44 13F filings, 1 13D filings, and 2 13G filings
2023-12-31
Top Buys (13F)
Name | % Change |
---|---|
WFC Wells Fargo & Co. ( (CALL) | 1.26% |
MCB Metropolitan Bank Ho | 0.75% |
COF Capital One Financia | 0.67% |
C Citigroup, Inc. | 0.65% |
BPOP Popular Inc (Puerto | 0.55% |
2023-12-31
Top Sells (13F)
Name | % Change |
---|---|
BAC Bank of America Corp | 2.57% |
PGC Peapack-Gladstone Fi | 1.2% |
PNC PNC Financial Servic | 0.86% |
SNV Synovus Financial Co | 0.74% |
FITB Fifth Third Bancorp | 0.73% |
2023-12-31
13F Holdings Summary
Name | $ Change |
---|---|
BAC Bank of America Corp | 10.72% |
FRST Southern National Ba | 8.1% |
SBCF Seacoast Banking Cor | 7.34% |
SNV Synovus Financial Co | 6.61% |
WFC Wells Fargo & Co. ( | 6.31% |
2023-12-31
13F Activity
Market Value | $118m, Prior: $94.0m |
New Purchases | 14 stocks |
Added To | 13 stocks |
Sold out of | 6 stocks |
Reduced holdings in | 48 stocks |
Top 10 Holdings % | 57.51% |
Turnover %[1] | 22.99% |
Turnover Alt %[2] | 7.46% |
Time Held Top 20 | 14.25 quarters |
Time Held Top 10 | 10.4 quarters |
Time Held All | 17.74 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