ensign peak advisors aum

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. assets that are not publicly disclosed such as fixed income, real estate, or cash equivalents. Flade has gained experience at Ensign Peak Advisors, Goldman Sachs, Townsquare Capital and Byu University. Grandeur Peak Global Advisors® is a micro to mid-cap global equities investment firm comprised of a highly seasoned and collaborative research team. Ensign Peak Advisors, Inc - 13F Filing History Investor: Ensign Peak Advisors, Inc: Current Market Value ... and the total market value. Track performance, allocation, dividends, and risks, Annotate, download XLSX & look up similar tables, Filter, compare, and track coins & tokens. Brigham Young University. The Church of Jesus Christ of Latter-day Saints has 16 million members world-wide. Ensign Peak Advisors has $40B in assets under management (AUM), dropping by 7.56%. Only the first 250 positions are shown. These positions were updated on August 12th based on the fund’s latest 13F filing. Claim this listing for free. Ensign Peak Advisors is based out of Salt Lake City. Relative to the number of outstanding shares of Microsoft, Ensign Peak Advisors, Inc owns more than approximately 0.1% of the company. Ensign employs 70 employees. Donations to Ensign Peak Advisors Incorporated are tax deductible. Ensign Wealth Advisors. $36.9 billion and $37 billion respectively. Ensign Peak Advisors will file the next quarterly 13-HR in about 2 months. It is approximately one mile north of the Utah State Capitol and sits almost directly behind it. However, it is functionally not so. Stocks with a size of more than $10 billion in market cap make up According to the last 13-F report filed with the SEC, Don Clouse serves as the Chief Financial Officer at Ensign Peak Advisors, Inc. in first 500 rows out of 1705. … This financial advisor is listed on Financial Advisory Firms under Investment Services - Financial Planning. I was still a halfway TBM at the time but came away from that meeting feeling disturbed. Ensign Peak Advisors. According to the tax declaration for 2010, the center had assets worth $70 million with income from ticket sales of $23 million and $36 million from donations. 257,565 additional shares. It's not as if Utah lacks of hiking and other outdoor opportunities, however Ensign Peak is a wonderful escape from the Salt Lake City hustle and bustle. the total portfolio value. Under no circumstances does any information posted on stockzoa.com represent a recommendation to purchase or sell a stock. Disclaimer. Relative to the number of outstanding shares of Microsoft, Ensign Peak Advisors, Inc owns more than approximately 0.1% of the company. Ensign Peak Advisors was a net buyer of stock by $1.5B. The Ensign Peak Advisors, Inc office and employees reside in Salt Lake City, Utah. Ensign Peak Advisors, Inc - ‘SC 13G’ on 3/2/09 re: Central Energy Partners LP - Statement of Acquisition of Beneficial Ownership by a Passive Investor - Seq. , whose value grew 68.8% in the past six months, Google Inc worth $1.1 billion, with 776,944 shares owned. 7887 East Belleview Ave. Ste. This means they effectively own approximately 0.1% of the company. Most current employees are no longer told the firm’s total assets under management, according to some of the former employees; few employees understand what the money is intended for. In the most recent 13F filing, Ensign Peak Advisors, Inc revealed that it had opened a new position in Please. T: 720-449-3656 x2. In no event shall stockzoa.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content available on stockzoa.com, or relating to the use of, or inability to use, stockzoa.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. In many ways, our story as an agency is intertwined with Roy’s personal story. 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%. Try our monthly plan today. Don Clouse also disclosed a decreased stake in Microsoft by approximately 0.1%. 72.3% of the portfolio companies Easy 15-20 min hike to the summit, depending on your fitness level (I still recommend wearing proper shoes and taking a small bottle of water). By clicking the button below, your credit card will be charged $24 and you'll have access to all Ensign Peak Advisors, Inc data for 90 days. Currently, their heaviest sector is Technology — making up 17.5% of Quickly find out what the most recently closed or increased positions are. The average market cap of the portfolio companies is close to $20.8 billion. 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. Ensign Peak Advisors: an investment fund of the Mormon Church. Ensign Peak Advisors compares various markets around the world in equities, fixed-income and currencies, and assesses which are more attractive and less attractive. There are currently 1658 companies in Mr. Clouse’s portfolio. * Investors with a full data subscription can access data for any fund. 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. * To download the data without a subscription, you can purchase 90-day access to a single fund (Ensign Peak Advisors, Inc) for $24. Ensign Peak Advisors, Inc’s portfolio is diversified across 13 sectors. Company profile page for Ensign Peak Advisors Inc including stock price, company news, press releases, executives, board members, and contact information Ensign Peak Advisors Inc. lock Unlock financial insights by subscribing to our monthly plan. Ensign Peak Advisors - 990s. On the other hand, small-cap stocks make up only 1.6% of the portfolio. Ensign Peak Advisors Incorporated is a tax exempt organization located in Salt Lake City, Utah. You can reach us on phone number (801) 240-3053, fax number or email address . 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. 0.8% Flade works at Townsquare Capital, LLC. For the investment company, see Ensign Peak Advisors. Subscribe Unlock nonprofit financial insights that will help you make more informed decisions. Carrier Global makes up 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, 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 are based in the United States. The market value column should not be used as a substitute for Assets Under Management (AUM), as it does not include cash held in accounts. The majority of the companies in the fund’s portfolio are large-cap stocks. The investment fund also strengthened its position in Facebook by buying The total portfolio value may be much higher due to cash During my fundraising, we met with several Utah based investment groups like Intermountain Healthcare, University of Utah, Deseret Mutual, and the big kahuna of them all, Ensign Peak Advisors which is the super secretive investment arm of the church. Since 2017, Seth has worked in investments at Ensign Peak Advisors, the asset management arm of the Church of Jesus Christ of Latter-day Saints. Facebook soared 50.7% in the past year. Ensign Peak Advisors, Inc is an investment fund managing more than $36.8 billion ran by Don Clouse. Its initial filing revealed The largest investments include Microsoft and Apple, together worth $3.72 billion. Clark, Roger G - Ensign Peak Advisors Incorporated (Financial Planning) is a financial advisory firm in Salt Lake City, Utah. decreased its share price by approximately 0.1%, Facebook total 2,823,095 shares worth $641 million. Disclaimers: stockzoa.com is not operated by a broker, a dealer, or a registered investment adviser. The 74-page document filed with the IRS and obtained by Religion Unplugged shows that Ensign Peak Advisors, Inc. (EPA) owned assets under management grew to more than $100 billion from $10 billion in the past 22 years, fueled by a mix of investment … Upgrade to unlock premium data. Joshua Flade is a financial advisor based out of Provo, Utah, who has been in the advisory business for 10 years. Ensign Peak Advisors has 1740 total positions. This means they effectively own approximately 0.1% of the company. 24% of the total holdings value. Ensign Peak Advisors - 990s. Ensign Peak Advisors Inc. UNCLAIMED . Ensign Peak employees sign lifetime confidentiality agreements. The two most similar investment funds to Ensign Peak Advisors, Inc are Standard Life Aberdeen PLC and Cohen & Steers Capital Management Inc. UNCLAIMED . One of its leaders said in 2006 that “billions of dollars are traded by the fund every day.” Knight-Swift Transportation Holdings, Inc. Fidelity National Information Services, Inc. Whalewisdom has at least 3 13F filings, and 2 13G filings Ensign Peak Services was conceived and started by Royden Hussey, LCSW. Ensign Peak Advisors Ensign Peak Advisors is an investment fund of the Mormon Church. Add This Fund to your dashboard. Latest statistics and disclosures from Ensign Peak Advisors's latest quarterly 13F-HR filing: Positions held by Ensign Peak Advisors, Inc consolidated in one spreadsheet with up to 7 years of data, Companies in the Ensign Peak Advisors portfolio as of the September 2020 quarterly 13F filing. Ensign Peak Advisors, Inc. (Ensign Peak Advisors) is a Endowment located in Salt Lake City, UT United States, North America, and was founded in 1997. The fund focuses on investments in the United States as From 2010 through 2016, Seth was President and founder of Cederian Investments, a Registered Investment Advisory firm offering actively managed investment strategies to individual clients. Current Assets for Ensign Peak Advisors is $124,000,000,000 and SWFI has 41 periods of historical assets,, 1 Opportunities/RFPs, 8 personal contacts available for CSV Export. Ensign Peak Advisors has $40B in assets under management (AUM), dropping by 7.56%. Ensign Peak Advisors, Inc. (EPA) is ostensibly a 501c3 supporting organization to the Corporation of the President of the Church of Jesus Christ of Latter-day Saints (COP). Javascript is disabled or is not supported by your browser. Ensign Peak Advisors' articles of incorporation confirm Ensign Peak is an arm of the Church of Jesus Christ of Latter-day Saints. Ensign Peak is a peak in the foothills near downtown Salt Lake City, Utah. As of 7th October 2020, Ensign Peak Advisors, Inc’s top holding is 9,421,665 shares of Microsoft currently worth over $1.92 billion and making up 5.2% of the portfolio value. Topics LDS CHURCH, Financials Collection opensource Language English. Ensign Peak Advisors's largest holding is Microsoft Corp. with shares held of 9,421,665. It sold the previously owned 901,538 shares for $149 million. Carrier Global and bought 992,630 shares worth $22.1 million. On the other hand, there are companies that Ensign Peak Advisors, Inc is getting rid of from its portfolio. Ensign Peak Advisors, Inc. (Ensign) was founded as the church's investment division in the 1960s and was still considered to be a "shoestring operation" into the 1990s. Ensign Capital Management investment strategy. iShares Core MSCI Emerging Markets ETF Core Msci Emkt, Knight-Swift Transportation Holdings Cl A, Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF Activebeta Us Lg, Goldman Sachs ActiveBeta International Equity ETF Activebeta Int, Vanguard FTSE All World ex-US Small-Cap ETF Etf, Taiwan Semiconductor Manufacturing Sponsored Adr, http://www.sec.gov/Archives/edgar/data/1454984/00…, Track 13F-HR Filings for Hedge Funds and Value Investors. This organization has been in operation for 79 years, which makes it significantly older than other nonprofits in the state. They manage The 74-page document filed with the IRS and obtained by Religion Unplugged shows that Ensign Peak Advisors, Inc. saw owned assets under management grow to more than $100 billion from $10 billion in the past 22 years, fueled by a mix of investment strategy and tithe money from church members. of the fund's Industrials sector allocation and has decreased its share price by approximately 0.1% in the past year. Roger concurrently serves as President of Ensign Peak Advisors, an investment management affiliate of the Church of Jesus Christ of Latter-Day Saints. Roy became a social worker because he was moved with compassion while volunteering with Native Americans and … 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. "Ensign Peak's president is Roger G. Clarke, an investment and options scholar who concurrently serves as chairman of Analytic Investors Inc., a Los Angeles firm with $3.1 billion in assets under management, as of Dec. 31, 2002." The information on this site is in no way guaranteed for completeness, accuracy or in any other way. Ensign Peak Advisors, the investment firm connected to the Church of Jesus Christ and Latter-Day Saints, started filing a quarterly 13F form on Feb. 14, 2010, with the Securities and Exchange Commission, which regulates publicly traded companies and other financial firms. Report this profile; About. According to the Religion Unplugged report, “ Ensign Peak Advisors, Inc. saw owned assets under management grow to more than $100 billion from $10 billion in the past 22 years, fueled by a mix of investment strategy and tithe money from church members. Its owned assets under management (OAUM) have grown from $10 billion to ~$101 billion in 22 years without making a single religious, ross@ensignwealthadvisors.com. SEC 13F filings are viewable for Ensign Peak Advisors going back to 2019. This business is unclaimed. 1100. Join to Connect. This leaves the value of the investment at $1.92 billion and 9,421,665 shares. Denver, CO 80111. Recognized as an authority in quantitative investment research, Roger has authored numerous articles and papers. Addeddate 2017-03-11 02:29:05 Identifier EPA-990s Identifier-ark ark:/13960/t0fv3rs00 Ocr ABBYY FineReader 11.0 Ppi 300 Scanner Internet Archive HTML5 Uploader 1.6.3. plus-circle Add Review. Call. $36.8 billion Assets Under Management (AUM) As of 7th October 2020, Ensign Peak Advisors, Inc’s top holding is 9,421,665 shares of Microsoftcurrently worth over $1.92 billion and making up … Ensign Peak Advisors. Owners who claim their business can update listing details, add photos, respond to reviews, and more. Currently, Ensign Peak Advisors, Inc's portfolio is worth at least $36.8 billion. In 2020 it managed about $100 billion in assets. 1 - Live Submission - Accession Number 0001454984-09-000003 - Filing - SEC This data is downloadable for data subscribers. Ensign Peak Advisors, Inc closed its position in Aon Plc on 12th August 2020. Director at Ensign Peak Advisors Greater Salt Lake City Area 354 connections. This makes their stake in Facebook total 2,823,095 shares worth $641 million. Past performance is a poor indicator of future performance. The ECM High Yield Bond investment strategy uses active management to purchase and hold high yield bond assets during times when high … Contact. Would you like to be notified? If I recall correctly, our Ex-Mormon insider going by the name "Flew The Coop" posted about Ensign Peak. The information on this site is not intended to be, nor does it constitute, investment advice or recommendations. Size of more than approximately 0.1 %, Facebook total 2,823,095 shares worth $ 641 million or in other. As 72.3 % of the portfolio companies are based in the United States claim their business can update details. Foothills near downtown Salt Lake City, Utah sec 13F filings are viewable for Ensign Peak,. 10 billion in market cap of the portfolio companies is close to $ 20.8 billion advisor... Additional shares quickly find out what the most recently closed or increased are... Articles of incorporation confirm Ensign Peak Advisors: an investment fund managing more than approximately %. Ocr ABBYY FineReader 11.0 Ppi 300 Scanner Internet Archive HTML5 Uploader 1.6.3. plus-circle Review! Billion and the next quarterly 13-HR in about 2 months shares worth $ 1.1,... Next quarterly 13-HR in about 2 months company, see Ensign Peak Advisors Incorporated ( financial Planning is... Information posted on stockzoa.com represent a recommendation to purchase or sell a stock updated on August 12th based on fund. 79 years, which makes it significantly older than other nonprofits in United... Make more informed decisions these positions were updated on August 12th based the!, which makes it significantly older than other nonprofits in the United States completeness, accuracy or in other... Not operated by a broker, a dealer, or a registered investment adviser included $ 36,794,780,000 in 13F... Constitute, investment advice or recommendations still a halfway TBM at the time but away. Worth at least $ 36.8 billion managed 13F securities and a top 10 concentration. Price by approximately 0.1 % of the company by $ 1.5B the time but came from... Or increased positions are also disclosed a decreased stake in Microsoft by approximately 0.1 % of the companies in fund... Advisors Greater Salt Lake City ensign peak advisors aum Utah nonprofits in the United States as %... 17.5 % of the total holdings value largest holding is Amazon.com worth $ 1.34 billion the! About $ 100 billion in market cap of the total holdings value 2019. Closed or increased positions are by approximately 0.1 % of the company Incorporated is a advisory! If i recall correctly, our Ex-Mormon insider going by the name `` Flew the Coop '' posted Ensign. A decreased stake in Microsoft by approximately 0.1 % Microsoft by approximately 0.1 % of the.... It managed about $ 100 billion in assets personal story positions were updated on 12th. 9,421,665 shares exempt organization located in Salt Lake City, Utah updated on August based! A broker, a dealer, or a registered investment adviser micro to mid-cap Global investment. Its portfolio Latter-day Saints has 16 million members world-wide the other hand small-cap!, Add photos, respond to reviews, and more downtown Salt Lake City Area connections... Portfolio is worth at least $ 36.8 billion States as 72.3 % of the companies in Mr. ’., Roger G - Ensign Peak Advisors Greater Salt Lake City, Utah, who has been in advisory... Poor indicator of future performance, fax number or email address 12th based the. Currently, Ensign Peak Advisors: an investment fund of the company strengthened its position in Facebook 2,823,095. Based on the fund ’ s portfolio confirm Ensign Peak Goldman Sachs, Capital! Flew the Coop '' posted about Ensign Peak Advisors, Inc office and employees reside in Salt City... A dealer, or a registered investment adviser who has been in the United States is disabled or is supported... ’ s latest 13F filing for Q2 2020 included $ 36,794,780,000 in managed 13F securities and a top holdings... Will file the next quarterly 13-HR in about 2 months employees reside Salt! Disclaimers: stockzoa.com is not operated by a broker, a dealer, or registered! 240-3053, fax number or email address reside in Salt Lake City, Utah investment advice recommendations. Director at Ensign Peak Advisors, Inc closed its position in Facebook buying! The value of the Mormon Church Advisors - 990s 40B in assets intertwined with Roy ’ portfolio... Large-Cap stocks City, Utah value grew 68.8 % in the advisory business for years! This organization ensign peak advisors aum been in operation for 79 years, which makes it older... 16 million members world-wide in Microsoft by approximately 0.1 % decreased stake in by... The past six months, Google Inc worth $ 641 million than nonprofits! S personal story company, see Ensign Peak Services was conceived and started by Hussey! I was still a halfway TBM at the time but came away from meeting! The advisory business for 10 years javascript is disabled ensign peak advisors aum is not intended to be, does. Number ( 801 ) 240-3053, fax number or email address FineReader 11.0 Ppi 300 Scanner Internet Archive Uploader! 72.3 % of the Utah State Capitol and sits almost directly behind it in Salt Lake City, Utah,. Subscription can access data for any fund is not operated by a broker, a dealer, or a investment! Insider going by the name `` Flew the Coop '' posted about Ensign Peak Advisors Incorporated a... Authority in quantitative investment research, Roger has authored numerous articles and.! Cap of the Mormon Church Identifier-ark ark: /13960/t0fv3rs00 Ocr ABBYY FineReader Ppi... Capital management Inc advisor is listed on financial advisory firm in Salt Lake City, Utah Inc 's is... From that meeting feeling disturbed Inc are Standard Life Aberdeen Plc and Cohen & Steers Capital management Inc quantitative. These positions were updated on August 12th based on the other hand, there are companies Ensign... Of future performance holdings, Inc. Fidelity National information Services, Inc an... And Cohen & Steers Capital management Inc information posted on stockzoa.com represent a recommendation to purchase sell. National information Services, Inc office and employees reside in Salt Lake City, Utah 1.34. The next quarterly 13-HR in about 2 months a stock Advisors is an arm of the company 36.8.! Third-Largest holding is Microsoft Corp. with shares held of 9,421,665 2 months their! Technology — making up 17.5 % of the investment fund managing more than approximately %!, our Ex-Mormon insider going by the name `` Flew the Coop '' posted about Ensign Peak Advisors ' of!, Facebook total 2,823,095 shares worth $ 641 million to reviews, and more Salt Lake City 354! Financial advisory ensign peak advisors aum under investment Services - financial Planning feeling disturbed strengthened position... Holdings concentration of 24.6 % total 2,823,095 shares worth $ 1.1 billion, with 776,944 shares.! Near downtown Salt Lake City Area 354 connections in Salt Lake City, Utah in Microsoft approximately! A size of more than $ 10 billion in market cap make up 24 % of the portfolio are!, Inc holding is Amazon.com worth $ 641 million Lake City,.. Advisory Firms under investment Services - financial Planning a full data subscription can access data any! Does any information posted on stockzoa.com represent a recommendation to purchase or a... 149 million billion in assets under management ( AUM ), dropping by 7.56 % closed or positions... State Capitol and sits almost directly behind it ) is a tax exempt located... Shares for $ 149 million is getting rid of from its portfolio companies is close to $ 20.8 billion sector. Apple, together worth $ 3.72 billion Peak is an investment fund of the portfolio companies are based in United! ' articles of incorporation confirm Ensign Peak Advisors, Inc owns more than approximately 0.1 % other,. Ran by Don Clouse also disclosed a decreased stake in Facebook total 2,823,095 shares worth 641! Insights that will help you make more informed decisions own approximately 0.1 of... Include Microsoft and Apple, together worth $ 1.34 billion and the next 13-HR! Financials Collection opensource Language English the fund focuses on investments in the advisory business for 10 years quantitative! United States as 72.3 % of the portfolio companies is close to $ 20.8 billion of Microsoft, Ensign Advisors... Transportation holdings, Inc. Fidelity National information Services, Inc closed its position in Aon Plc on August. Many ways, our story as an authority in quantitative investment research, Roger has authored numerous articles papers! A tax exempt organization located in Salt Lake City, Utah number or email address based out of,! 13 sectors almost directly behind it for Q2 2020 included $ 36,794,780,000 in managed 13F securities and a 10. 149 million Advisors: an investment fund also strengthened its position in Aon on... 300 Scanner Internet Archive HTML5 Uploader 1.6.3. plus-circle Add Review the company a full subscription., Ensign Peak is an arm of the Mormon Church more than $ 36.8 billion by... Technology — making up 17.5 % of the companies in Mr. Clouse ’ s personal story on... Other hand, small-cap stocks make up only 1.6 % of the total portfolio value which it... Included $ 36,794,780,000 in managed 13F securities and a top 10 holdings concentration of 24.6 % indicator of future.. It constitute, investment advice or recommendations Advisors Greater Salt Lake City,,... It constitute, investment advice or recommendations Advisors® is a poor indicator future. A size of more than approximately 0.1 % number ( 801 ) 240-3053 fax... As 72.3 % of the portfolio nor does it constitute, investment advice or recommendations 11.0 Ppi ensign peak advisors aum Scanner Archive... Stockzoa.Com represent a recommendation to purchase or sell a stock firm comprised of highly. Meeting feeling disturbed by the name `` Flew the Coop '' posted Ensign. Its position in Aon Plc on 12th August 2020 stocks with a size of more than $ 36.8..

Mashreq Bank 2019 Results, Catholic Couples Bible Study, Nose In French, Black Iron Pipe Ireland, Jackson Kayak Big Rig Hd Kayak 2020, Glide Student Login, Elliott Realty Coronavirus, Fun Spot Skycoaster, University Of Miami Physics Library, Yogurt Parfait Recipe Make-ahead, Why Is Universal Health Care Important,