Pricing

BANGOR SAVINGS BANK

0 followers ยท
BANGOR ME Banks
13F Summary
Bangor Savings Bank is based out of Bangor. Their last reported 13F filing for Q4 2023 included $917,164,357 in managed 13F securities and a top 10 holdings concentration of 59.59%. Bangor Savings Bank's largest holding is iShares Core S&P 500 ETF-iShares Core S&P 500 ETF with shares held of 289,863. Whalewisdom has at least 76 13F filings

2023-12-31

Top Buys (13F)

2023-12-31

Top Sells (13F)

2023-12-31

13F Holdings Summary

2023-12-31

13F Activity

Market Value $0.92b, Prior: $0.84b
New Purchases 12 stocks
Added To 68 stocks
Sold out of 34 stocks
Reduced holdings in 181 stocks
Top 10 Holdings % 59.59%
Turnover %[1] 9%
Turnover Alt %[2] 2.56%
Time Held Top 20 29.35 quarters
Time Held Top 10 33.8 quarters
Time Held All 15.32 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