ENSIGN PEAK ADVISORS, INC

SALT LAKE CITY, UT How do I update this listing?

Ensign Peak Advisors is based out of Salt Lake City. Their last reported 13F filing for Q3 2021 included $47,981,552,000 in managed 13F securities and a top 10 holdings concentration of 24.06%. Ensign Peak Advisors's largest holding is Microsoft Corp. with shares held of 8,346,848. Whalewisdom has at least 8 13F filings, and 3 13G filings

Download 13F Summary Create Alert

09/30/2021

13F Activity

  • Market Value $47.982 Billion
  • Prior Market Value $49.572 Billion
  • New Purchases85 stocks
  • Additional Purchases534 stocks
  • Sold out of56 stocks
  • Reduced holdings in502 stocks
  • Top 10 Holdings % 24.06 %
  • Turnover % [1]:7.62%
  • Turnover Alt % [2]: 3.24 %
  • Time Held Top20:4.60 quarters
  • Time Held Top10:5.80 quarters
  • Time Held All:5.92 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.

09/30/2021

13F Sector Allocation Over Time

Portfolio Performance

Top 20 equal-weighted holdings. Performance numbers calculated through 2021-11-15

Performance for Q3 2021: 7.44%
Performance Last 4 Quarters: 31.44%
Performance Metrics
Stats are not available for the latest quarter

Refresh Advanced Export Download CSV Download Excel (.xlsx) Download TSV
Filter by:

Security Types:

Refresh
*Shares are split adjusted

Global (ex. US) Holdings

A premium subscription (standard or higher) is required to view global (non-US) holdings
Source: Refinitiv

Active Schedule 13D and 13G events

Sign in to see

Insider Transactions in the past year

Loading...

Elevate your investments