ensign peak advisors portfolio

0.8% Ensign Peak Advisors, Inc is an investment fund managing more than $36.8 billion ran by Don Clouse. Financial Services. Ensign Peak Advisors had a $40 billion stock portfolio at the end of 2019, SEC filings show. Ensign Peak Advisors, Inc closed its position in Aon Plc on 12th August 2020. Ensign Peak Advisors. Past performance is a poor indicator of future performance. This makes their stake in Facebook total 2,823,095 shares worth $641 million. INDUSTRY. As of February 2020, Roger Clarke is EP's Chief Executive Officer. Ensign Peak Advisors Inc. Ensign Peak Advisors, Inc. operates as an investment management company. 13F Filings. On the other hand, small-cap stocks make up only 1.6% of the portfolio. The third-largest holding is Amazon.com worth $1.34 billion and the next is Google Inc worth $1.1 billion, with 776,944 shares owned. Their last reported 13F filing for Q2 2020 included $36,794,780,000 in managed 13F securities and a top 10 holdings concentration of 24.6%. in first 500 rows out of 1705. Columbia University in the City of New York. Guarantees are subject to the claims paying ability of the issuing insurance company. The Hartford Financial Services Group, Inc. Taiwan Semiconductor Manufacturing Co., Ltd. Charles River Laboratories International, Inc. Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main, Stocks and cryptocurrency portfolio tracker, Goldman Sachs Activebeta U.s. Large Cap Equity Etf, Goldman Sachs Activebeta International Equity Etf, Vanguard Ftse All World Ex-us Small-cap Etf, Fortress Transportation Infrastructure Investors, Consumer Discretionary Select Sector Spdr Fund, No transactions found This means they effectively own approximately 0.1% of the company. Pin It. Track performance, allocation, dividends, and risks, Annotate, download XLSX & look up similar tables, Filter, compare, and track coins & tokens. 24% of the total holdings value. * To download the data without a subscription, you can purchase 90-day access to a single fund (Ensign Peak Advisors, Inc) for $12.00 USD (one time). SEC 13F filings are viewable for Ensign Peak Advisors going back to 2019. D&B Hoovers provides sales leads and sales intelligence data on over 120 million companies like Ensign Peak Advisors Inc around the world, including contacts, financials, and competitor information. Don Clouse also disclosed a decreased stake in Microsoft by approximately 0.1%. Portfolio Manager at Ensign Peak Advisors Bountiful, Utah 126 connections. Details. Ensign Peak Advisors Years January 2009 - May 2009 . There are currently 1658 companies in Mr. Clouse’s portfolio. Portfolio Manager at Ensign Peak Advisors Salt Lake City, Utah 500+ connections. Celebrity Wiki. By clicking the button below, your credit card will be charged $12.00 USD (one time) and you'll have access to all Ensign Peak Advisors, Inc data for 90 days. Position Statistics. * Investors with a full data subscription can access data for any fund. The investment fund also strengthened its position in Facebook by buying The fund focuses on investments in the United States as Ensign Peak Advisors Inc Info: Size ($ in 1000's) At 09/30/2020: $39,577,877 At 06/30/2020: $36,794,780 Ensign Peak Advisors Inc holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Ensign Peak Advisors Inc 13F filings. $36.9 billion and $37 billion respectively. On the other hand, there are companies that Ensign Peak Advisors, Inc is getting rid of from its portfolio. Relative to the number of outstanding shares of Microsoft, Ensign Peak Advisors, Inc owns more than approximately 0.1% of the company. Companies in the Ensign Peak Advisors … Carrier Global and bought 992,630 shares worth $22.1 million. The Security, Class, and ID columns in the table below are shown exactly as filed by the investor. The total portfolio value may be much higher due to cash Well worth a visit. The majority of the companies in the fund’s portfolio are large-cap stocks. The stock portfolio appears to represent a large portion of the total value of Ensign Peak, which whistleblowing brothers Lars and David Nielsen said in a … Date of experience: June 2019. Asset Management. This data is downloadable for data subscribers. Quickly find out what the most recently closed or increased positions are. The Security, Class, and ID columns in the table below are shown exactly as filed by the investor. decreased its share price by approximately 0.1%, Facebook total 2,823,095 shares worth $641 million. Helpful. Knight-Swift Transportation Holdings, Inc. Fidelity National Information Services, Inc. FOUNDED. Ensign Peak Advisors has 1740 total positions. SUB-INDUSTRY. Ensign Peak Advisors, Inc’s portfolio is diversified across 13 sectors. Stocks with a size of more than $10 billion in market cap make up Report Date: 12/31/2019. In 1997, the investment division was spun off into Ensign Peak Advisors, a separate legal entity named after a hill that overlooks downtown Salt Lake. Report this profile; Experience. Of that amount, the complaint alleges, $6 billion is spent on operating costs while the remaining $1 billion is transferred to Ensign Peak Advisors and added to the church’s investment portfolio. Ensign Peak Advisors Inc Info: Size ($ in 1000's) At 09/30/2020: $39,577,877 At 06/30/2020: $36,794,780 Ensign Peak Advisors Inc holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Ensign Peak Advisors Inc 13F filings. Would you like to be notified? . The average market cap of the portfolio companies is close to $20.8 billion. Ensign Peak is a peak in the foothills near downtown Salt Lake City, Utah.It is approximately one mile north of the Utah State Capitol and sits almost directly behind it. Ensign Peak Advisors Inc has 20 total employees across all of its locations and generates $2.93 million in sales (USD). SECTOR. On July 26, 1847, Brigham Young and other early members of The Church of Jesus Christ of Latter-day Saints (LDS Church) climbed this hill and gave the peak its present name. Ensign Peak Advisors, Inc had filed a previous 13F-HR on 2020-08-12 disclosing 14,700 shares of Goodman Group at a value of $970,000 USD. In addition, the fund holds 4,939,216 shares of Apple worth $1.8 billion, whose value grew 68.8% in the past six months. Ensign Peak Advisors (Ensign) is the investment manager for assets of The Church of Jesus Christ of Latter-day Saints (LDS Church).. They allocate a higher percentage of the portfolio towards those markets that are more attractive and underweight areas of the world that are less attractive. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. Share. Ensign Partners *Securities offered through OneAmerica Securities, Inc., ... For answers to specific questions and before making any decisions, please consult a qualified attorney or tax advisor. Cancel reply. There are currently 1658 companies in Mr. Clouse’s portfolio. , whose value grew 68.8% in the past six months, Google Inc worth $1.1 billion, with 776,944 shares owned. Join to Connect. of the fund's Industrials sector allocation and has decreased its share price by approximately 0.1% in the past year. The largest investments include Microsoft and Apple, together worth $3.72 billion. Mormon Investment Fund to Buy Bankrupt Life Settlements Portfolio Salt Lake City investment firm Ensign Peak Advisors to buy policies in a deal valued at $30 million One of its leaders said in 2006 that “billions of dollars are traded by the fund every day.” Tweet. Ensign Peak Advisors's largest holding is Microsoft Corp. with shares held of 9,421,665. Ensign Peak Advisors (EP) is the investment manager for assets of The Church of Jesus Christ of Latter-day Saints (LDS Church).. Tweet Pin It. Jon Boren Boise, Idaho Area. The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. Whalewisdom has at least 3 13F filings, and 2 13G filings This represents a change in shares of -24.13 percent and a change in value of -35.79 percent during the quarter. They manage Ensign Peak Advisors will file the next quarterly 13-HR in about 1 months. It included $6 billion worth of shares in Microsoft, … Job Portfolio Manager at Ensign Peak Advisors. In 1997, the investment division of the LDS Church was spun off into a separate legal entity named after Ensign Peak, a hill that overlooks Salt Lake City. Facebook soared 50.7% in the past year. Ensign Peak Advisors is just one of the church's investment firms, said church historian D. Michael Quinn. Industry Financial Services. Home > Quotes > Ownership & Insider Trades > Institutional Portfolio. I lived to Tell. This represents a change in shares of -19.73 percent and a change in value of -15.26 percent during the quarter. The complaint was filed by David A. Nielsen, a 41-year-old Mormon who worked until September as a senior portfolio manager at the church’s investment division, a company named Ensign Peak … Ensign Peak Advisors, Inc is an investment fund managing more than $36.8 billion ran by Don Clouse. Total Positions: 1,654: New Positions: 1,654: Increased Positions: 1,654 : Decreased Positions: 0: Positions with Activity: 1,654: Sold Out Positions: 0: Total Mkt Value … The church also makes money through various investment vehicles, including a trust company and an investment fund called Ensign Peak Advisors, which … In 1997, the investment division of the LDS Church was spun off into a separate legal entity named after a hill, Ensign Peak, that overlooks Salt Lake City. Under no circumstances does any information posted on stockzoa.com represent a recommendation to purchase or sell a stock. Ensign Peak Advisors has $40B in assets under management (AUM), dropping by 7.56%. The complaint was filed with the IRS on November 21, 2019, by David A. Neilsen, a … Carrier Global makes up Only the first 250 positions are shown. The information on this site is not intended to be, nor does it constitute, investment advice or recommendations. Javascript is disabled or is not supported by your browser. Experience Ensign Peak Advisors 2007 - Present Hess Energy Trading 2000 - 2007 Education Brigham Young University 1993 — 1995 MBA Weber State University 1986 — 1990 BA, Economics, Finance. 13F Filings. Fairfax, VA 53 contributions 20 helpful votes. David Nielsen Wife. According to the last 13-F report filed with the SEC, Don Clouse serves as the Chief Financial Officer at Ensign Peak Advisors, Inc. Ensign Peak Advisors compares various markets around the world in equities, fixed-income and currencies, and assesses which are more attractive and less attractive. Currently, their heaviest sector is Technology — making up 17.5% of Ensign Peak Advisors (EP) is the investment manager for assets of The Church of Jesus Christ of Latter-day Saints (LDS Church).. There is an easy hike to a viewing spot, or a more strenuous hike to the actual ensign peak. In 1997, the investment division of the LDS Church was spun off into a separate legal entity named after Ensign Peak, a hill that overlooks Salt Lake City. Ensign Peak Advisors: an investment fund of the Mormon Church. As of February 2020, Roger Clarke is Ensign's Chief Executive Officer. are based in the United States. They allocate a higher percentage of the portfolio towards those markets that are more attractive and underweight areas of the world that are less attractive. This leaves the value of the investment at $1.92 billion and 9,421,665 shares. As of February 2020, Roger Clarke is EP's Chief Executive Officer. Ensign Peak Advisors compares various markets around the world in equities, fixed-income and currencies, and assesses which are more attractive and less attractive. The two most similar investment funds to Ensign Peak Advisors, Inc are Standard Life Aberdeen PLC and Cohen & Steers Capital Management Inc. Brigham Young University. Tags: City Creek Center, Deseret Books, Deseret Management Corporation, Ensign Peak Advisors, Hawaii Reserves, Mormon Church, Polynesian Cultural Center. David Nielsen is married to Karly and this couple also shares children. Reply. These positions were updated on August 12th based on the fund’s latest 13F filing. assets that are not publicly disclosed such as fixed income, real estate, or cash equivalents. Please. Wife. Ensign Peak Advisors was a net buyer of stock by $1.5B. 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