VAN LEEUWEN & COMPANY, LLC

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VAN Leeuwen & Company is based out of Princeton. VAN Leeuwen & Company is a large advisory firm with 167 clients and discretionary assets under management (AUM) of $184,827,576 (Form ADV from 2018-07-26). Their last reported 13F filing for Q4 2018 included $100,051,000 in managed 13F securities and a top 10 holdings concentration of 35.89%. VAN Leeuwen & Company's largest holding is Ross Stores Inc. (DE) with shares held of 57,777. Whalewisdom has at least 2 13F filings

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12/31/2018

13F Sector Allocation Over Time

12/31/2018

13F Activity

  • Market Value $100.051 Million
  • Prior Market Value $108.492 Million
  • New Purchases15 stocks
  • Additional Purchases29 stocks
  • Sold out of15 stocks
  • Reduced holdings in24 stocks
  • Top 10 Holdings % 35.89 %
  • Turnover % [1]:40.00%
  • Turnover Alt % [2]: 25.66 %
  • Time Held Top20:0.60 quarters
  • Time Held Top10:0.60 quarters
  • Time Held All:0.80 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.


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13F Filings Available:
  • 2018-12-31 - 13F-HR (Subscription required)
  • 2018-09-30 - 13F-HR (Subscription required)

View Last Form Adv Compilation Report on Record

VAN LEEUWEN & COMPANY, LLC
281 WITHERSPOON STREET SUITE 220
PRINCETON NJ    08540
Country: United States

Business Phone: 609-580-0088
Fax: 609-580-0097
Professional Investment Advisor Data
SEC Registration as : Large Advisory Firm
Form of Organization: Limited Liability Company
Organized in: NJ
Number of employees: 7
Other Business Activities:
Advisor Fees/Compensation: Percentage of assets under management,Hourly charges,Fixed fees
Amount of client funds and securities: 13,713,400
Total Number of Clients: 167
Amount of client funds and securities by related persons:
Total Number of clients from related persons:
Disclosures:
Data above was derived from SEC filings.

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