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GROVE BANK & TRUST

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MIAMI FL Banks Trust
13F Summary
Grove Bank & Trust is based out of Miami. Their last reported 13F filing for Q4 2023 included $543,546,147 in managed 13F securities and a top 10 holdings concentration of 41.62%. Grove Bank & Trust's largest holding is VANGUARD 500 INDEX FUND-ETF Shares with shares held of 118,251. Whalewisdom has at least 33 13F filings

2023-12-31

Top Buys (13F)

2023-12-31

Top Sells (13F)

2023-12-31

13F Holdings Summary

Name $ Change
VOO VANGUARD 500 INDEX F 9.5%
IJH iShares Core S&P Mid 6.77%
AAPL Apple Inc 6.12%
IJR iShares Core S&P Sma 6.03%
IVV iShares Core S&P 500 2.66%

2023-12-31

13F Activity

Market Value $0.54b, Prior: $491m
New Purchases 6 stocks
Added To 82 stocks
Sold out of 156 stocks
Reduced holdings in 238 stocks
Top 10 Holdings % 41.62%
Turnover %[1] 27.6%
Turnover Alt %[2] 4.03%
Time Held Top 20 16.7 quarters
Time Held Top 10 13.4 quarters
Time Held All 10.47 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

Portfolio Performance