Geisinger Health is based out of Danville. Their last reported 13F filing for Q4 2023 included $319,539,647 in managed 13F securities
and a top 10 holdings concentration of 100.0%. Geisinger Health's largest holding is iShares Core U.S. Aggregate Bond ETF with shares held of 1,759,432. Whalewisdom has at least 6 13F filings
2023-12-31
Top Buys (13F)
| Name | % Change |
|---|---|
| IEMG iShares Core MSCI Em | 2.53% |
| IWB iShares Russell 1000 | 0.44% |
| AGG iShares Core U.S. Ag | -0.77% |
2023-12-31
Top Sells (13F)
| Name | % Change |
|---|---|
| HYG iShares iBoxx USD Hi | 1.53% |
| EFV iShares MSCI EAFE Va | 0.67% |
2023-12-31
13F Holdings Summary
| Name | $ Change |
|---|---|
| AGG iShares Core U.S. Ag | 54.65% |
| HYG iShares iBoxx USD Hi | 25.88% |
| IWB iShares Russell 1000 | 12.75% |
| EFV iShares MSCI EAFE Va | 4.18% |
| IEMG iShares Core MSCI Em | 2.53% |
2023-12-31
13F Activity
| Market Value | $320m, Prior: $295m |
| New Purchases | 1 stocks |
| Added To | 2 stocks |
| Sold out of | 0 stocks |
| Reduced holdings in | 2 stocks |
| Top 10 Holdings % | 100% |
| Turnover %[1] | 20% |
| Turnover Alt %[2] | 1.22% |
| Time Held Top 20 | 3.2 quarters |
| Time Held Top 10 | 3.2 quarters |
| Time Held All | 3.2 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