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STOCK YARDS BANK & TRUST COMPANY

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LOUISVILLE KY Trust
13F Summary
Stock Yards Bank & Trust Company is based out of Louisville. Their last reported 13F filing for Q4 2023 included $2,805,076,380 in managed 13F securities and a top 10 holdings concentration of 30.48%. Stock Yards Bank & Trust Company's largest holding is Microsoft Corp. with shares held of 400,049. Whalewisdom has at least 93 13F filings, and 19 13G filings

2023-12-31

Top Buys (13F)

2023-12-31

Top Sells (13F)

2023-12-31

13F Holdings Summary

Name $ Change
MSFT Microsoft Corp. 5.36%
AAPL Apple Inc 5.02%
SPY SPDR S&P 500 ETF TRU 3.38%
GOOGL Alphabet Inc. Class 2.56%
IVV iShares Core S&P 500 2.47%

2023-12-31

13F Activity

Market Value $2.81b, Prior: $2.59b
New Purchases 17 stocks
Added To 82 stocks
Sold out of 23 stocks
Reduced holdings in 246 stocks
Top 10 Holdings % 30.48%
Turnover %[1] 10.58%
Turnover Alt %[2] 2.69%
Time Held Top 20 19 quarters
Time Held Top 10 10 quarters
Time Held All 29.13 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