ARDEN TRUST COMPANY

WILMINGTON, DE Trust How do I update this listing?

Arden Trust Company is based out of Wilmington. Their last reported 13F filing for Q1 2020 included $502,078,000 in managed 13F securities and a top 10 holdings concentration of 39.45%. Arden Trust Company's largest holding is Vanguard Total Stock Market ETF with shares held of 362,237. Whalewisdom has at least 4 13F filings

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03/31/2020

13F Sector Allocation Over Time

03/31/2020

13F Activity

  • Market Value $502.078 Million
  • Prior Market Value $636.374 Million
  • New Purchases494 stocks
  • Additional Purchases103 stocks
  • Sold out of6 stocks
  • Reduced holdings in218 stocks
  • Top 10 Holdings % 39.45 %
  • Turnover % [1]:60.02%
  • Turnover Alt % [2]: 22.47 %
  • Time Held Top20:2.25 quarters
  • Time Held Top10:1.70 quarters
  • Time Held All:1.23 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 2020-05-15

Performance for Q1 2020: -11.35%
Performance Last 4 Quarters: 0.0%
Performance Metrics
Stats are not available for the latest quarter

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*Shares are split adjusted

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