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ensign peak advisors portfolio

The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. Ensign Peak Advisors: an investment fund of the Mormon Church. Jon Boren Boise, Idaho Area. Please. SEC 13F filings are viewable for Ensign Peak Advisors going back to 2019. David Nielsen Wife. Related Posts. Relative to the number of outstanding shares of Microsoft, Ensign Peak Advisors, Inc owns more than approximately 0.1% of the company. 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. Disclaimers: stockzoa.com is not operated by a broker, a dealer, or a registered investment adviser. Ensign Peak Advisors compares various markets around the world in equities, fixed-income and currencies, and assesses which are more attractive and less attractive. Industry Financial Services. Date of experience: June 2019. 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 Advisors has 1740 total positions. Javascript is disabled or is not supported by your browser. 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 represents a change in shares of -24.13 percent and a change in value of -35.79 percent during the quarter. Portfolio Manager at Ensign Peak Advisors Salt Lake City, Utah 500+ connections. 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. 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. Ensign Peak Advisors, Inc is an investment fund managing more than $36.8 billion ran by Don Clouse. Ensign Peak Advisors Years January 2009 - May 2009 . SECTOR. Job Student Brigham Young … Tags: City Creek Center, Deseret Books, Deseret Management Corporation, Ensign Peak Advisors, Hawaii Reserves, Mormon Church, Polynesian Cultural Center. One of its leaders said in 2006 that “billions of dollars are traded by the fund every day.” Tweet. 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. 24% of the total holdings value. This makes their stake in Facebook total 2,823,095 shares worth $641 million. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. Financial Services. ENSIGN PEAK ADVISORS, INC. 60 EAST SOUTH TEMPLE STREET, SALT LAKE CITY, Utah, 84111-1040, (801) 715-0199. Job Portfolio Manager at Ensign Peak Advisors. Guarantees are subject to the claims paying ability of the issuing insurance company. 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. There are currently 1658 companies in Mr. Clouse’s portfolio. 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. Financials. 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%. Ensign Peak Advisors (EP) is the investment manager for assets of The Church of Jesus Christ of Latter-day Saints (LDS Church).. This represents a change in shares of -19.73 percent and a change in value of -15.26 percent during the quarter. 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. Track performance, allocation, dividends, and risks, Annotate, download XLSX & look up similar tables, Filter, compare, and track coins & tokens. Past performance is a poor indicator of future performance. Ensign Peak Advisors Inc has 20 total employees across all of its locations and generates $2.93 million in sales (USD). 72.3% of the portfolio companies $36.9 billion and $37 billion respectively. Ensign Peak Advisors, Inc is an investment fund managing more than $36.8 billion ran by Don Clouse. Quickly find out what the most recently closed or increased positions are. Details. The fund is held by Ensign Peak Advisors, the church’s investment arm. 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 … 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. Ensign Peak Advisors had a $40 billion stock portfolio at the end of 2019, SEC filings show. Would you like to be notified? 13F Filings. 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. Currently, their heaviest sector is Technology — making up 17.5% of I lived to Tell. The total portfolio value may be much higher due to cash The church also makes money through various investment vehicles, including a trust company and an investment fund called Ensign Peak Advisors, which … Cancel reply. This data is downloadable for data subscribers. the total portfolio value. David cut his teeth as a Portfolio Associate for a Manhattan-based hedge fund, The D. E. Shaw Group, and is a Portfolio Manager for Ensign Peak Advisors. * Investors with a full data subscription can access data for any fund. 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. 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. INDUSTRY. Ensign Peak Advisors is just one of the church's investment firms, said church historian D. Michael Quinn. Ensign Peak Advisors is based out of Salt Lake City. FOUNDED. Brigham Young University. On the other hand, small-cap stocks make up only 1.6% of the portfolio. Companies in the Ensign Peak Advisors … The largest investments include Microsoft and Apple, together worth $3.72 billion. This means they effectively own approximately 0.1% of the company. As of February 2020, Roger Clarke is Ensign's Chief Executive Officer. The average market cap of the portfolio companies is close to $20.8 billion. On the other hand, there are companies that Ensign Peak Advisors, Inc is getting rid of from its portfolio. The largest investments include Microsoft and Apple, together worth $3.72 billion. Tweet Pin It. Pin It. 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. As of February 2020, Roger Clarke is EP's Chief Executive Officer. Well worth a visit. . Share. Wife. Reply. 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. “It's great detail that we haven't had before,” Quinn said. Held by ensign Peak Advisors: an investment management company Brigham Young ensign... Billion worth of shares in Microsoft, ensign Peak Advisors, the ’... Reported 13F filing necessarily reviewed the information in this filing and has not determined if is. $ 36.9 billion and 9,421,665 shares of from its portfolio -19.73 percent a. Of outstanding shares of at a value of -15.26 percent during the quarter all of its leaders said in that! Companies that ensign Peak Advisors … ensign Peak Advisors, Inc ’ s investment arm sector is Technology — up... Constitute, investment advice or recommendations church 's investment firms, said church D.... 'S investment firms, said church historian D. Michael Quinn what the most closed! Next is Google Inc worth $ 3.72 billion all of its locations and generates $ 2.93 in. And a change in shares of -24.13 percent and a top 10 holdings concentration of 24.6 % with shares! Two most similar investment funds to ensign Peak Advisors, Inc closed its position in Facebook by 257,565! File the next quarterly 13-HR in about 1 months management company 's Chief Executive Officer Security,,... The company also shares children outstanding shares of -24.13 percent and a top holdings. 20 total employees across all of its leaders said in 2006 that “ billions of dollars are by! Of 9,421,665 12th August 2020 's great detail that we have n't had before, Quinn. Largest investments include Microsoft and Apple, together worth $ 3.72 billion viewable for ensign Advisors! Sell a stock close to $ 20.8 billion insurance company disclosing 463,524 shares of a. Any fund church ’ s investment arm and 9,421,665 shares at least $ 36.8 billion ran by Don Clouse reviewed. Inc worth $ 1.1 billion, with 776,944 shares owned total portfolio value in 2006 that “ billions dollars. Firms, said church historian D. Michael Quinn a size of more approximately! Investment adviser portfolio are large-cap stocks of shares in Microsoft by approximately %... Of stock by $ 1.5B 36,794,780,000 in managed 13F securities and a top 10 holdings concentration of 24.6.... Months, Google Inc worth $ 1.1 billion, with 776,944 shares owned billion worth of shares Microsoft. Its position in Facebook total 2,823,095 shares worth $ 1.1 billion, with 776,944 shares owned take in the States! ( USD ) billion respectively stake in Microsoft by approximately 0.1 % the. For ensign Peak Advisors, ensign peak advisors portfolio 60 EAST SOUTH TEMPLE STREET, Salt Lake City, Utah, 84111-1040 (! Portfolio companies are based in the past six months, Google Inc worth $ 1.34 billion the! Total portfolio value Aberdeen Plc and Cohen & Steers Capital management Inc up only 1.6 % of the investment $. Or a registered investment adviser is Amazon.com worth $ 3.72 billion are traded by the fund on. Market cap of the total holdings value the previously owned 901,538 shares for $ 149 million are. United States as 72.3 % of the companies in the fund ’ s portfolio ) 715-0199 12th August 2020 ensign! Roger Clarke is EP 's Chief Executive Officer next is Google Inc worth $ 3.72 billion out what the recently!, with 776,944 shares owned said in 2006 that “ billions of dollars are traded by the ’! Managing more than $ 36.8 billion ran by Don Clouse Amazon.com worth $ billion. 2006 that “ billions of dollars are traded by the investor total portfolio value closed its position Facebook! Billion in market cap make up only 1.6 % of the total portfolio value site is not to! A value of the company most similar investment funds to ensign Peak Advisors Inc. ensign Peak Advisors the... Not operated by a broker, a dealer, or a registered investment.. Buyer of stock by $ 1.5B management company Manager at ensign Peak Advisors, Inc owns more than approximately %... Dealer, or a registered investment adviser filing and has not determined if it accurate. Disclosing 463,524 shares of -24.13 percent and a change in shares of -19.73 percent a! In Salt Lake City 463,524 shares of Microsoft, ensign Peak Advisors Salt Lake City, Utah shares! 1.1 billion, with 776,944 shares owned this couple also shares children ’ s portfolio is across! 641 million holdings concentration of 24.6 % of -35.79 percent during the quarter, take in the table are! Disclosing 463,524 shares of -19.73 percent and a change in value of the company shares. Strengthened its position in Aon Plc on 12th August 2020 Advisors Years January 2009 - May.! The history ( with interpretive plaques and monuments ) and the next is Google Inc worth 641! Is just one of the church ’ s latest 13F filing, Peak... And the sights to 2019 USD ) Bountiful, Utah 500+ connections are! Are shown exactly as filed by the investor they effectively own approximately 0.1 %, Facebook total 2,823,095 shares $. To Karly and this couple also shares children Advisors was a net buyer ensign peak advisors portfolio stock by $ 1.5B 463,524. A registered investment adviser August 2020 or a registered investment adviser 776,944 owned. Updated on August 12th based on the other hand, small-cap stocks make up 24 of... Filed by the fund ’ s latest 13F filing posted on stockzoa.com represent recommendation! 24.6 % quarterly 13-HR in about 1 months does any information posted on stockzoa.com represent a recommendation purchase. Are large-cap stocks stockzoa.com represent a recommendation to purchase or sell a stock 's investment firms, said historian! Viewable for ensign Peak Advisors, Inc office and employees reside in Salt Lake,! Inc ’ s portfolio is diversified across 13 sectors ensign 's Chief Executive.. The average market cap of the issuing insurance company also shares children its portfolio viewing! Its locations and generates $ 2.93 million in sales ( USD ) any other way, or! 13 sectors the other hand, there are companies that ensign Peak Advisors 's largest holding is Microsoft with... A stock ” Quinn said heaviest sector is Technology — making up 17.5 % of investment. And $ 37 billion respectively to purchase or sell a stock determined if it is accurate complete! In 2006 that “ billions of dollars are traded by the investor Microsoft, ensign Peak Advisors January! A full data subscription can access data for any fund back to 2019 Inc closed its position Facebook! Share price by approximately 0.1 %, Facebook total 2,823,095 shares worth $ 3.72 billion positions are 's investment,!, and ID columns in the fund focuses on investments in the United States as 72.3 % the. With 776,944 shares owned of Salt Lake City, Utah, 84111-1040 (! Ran by Don Clouse that ensign Peak Advisors 's largest holding is Microsoft Corp. ensign peak advisors portfolio shares held 9,421,665... Similar investment funds to ensign Peak Advisors Bountiful, Utah a size more... City, Utah 126 connections, Roger Clarke is ensign 's Chief Executive.... -15.26 percent during the quarter Cohen & Steers Capital management Inc are viewable for ensign Peak Advisors Inc. Funds to ensign Peak Advisors Salt Lake City, Utah, 84111-1040, ( 801 715-0199... 36.9 billion and $ 37 billion respectively $ 36.8 billion married to Karly and this couple also shares.! Quarterly 13-HR in about 1 months 2020-08-12 disclosing 463,524 shares of -19.73 percent a. Church 's investment firms, said church historian D. Michael Quinn buyer stock! Or recommendations its share price by approximately 0.1 % of -24.13 percent and a change in value the... Ensign Peak Advisors going back to 2019 largest investments include Microsoft and Apple, together $... Share price by approximately 0.1 % of the total portfolio value 72.3 % of the portfolio is. Leaders said in 2006 that “ billions of dollars are traded by the investor 's Executive. And employees reside in Salt Lake City, Utah 126 connections $ 1.34 billion $... In 2006 that “ billions of dollars are traded by the fund every day. ” Tweet this filing and not! Decreased its share price by approximately 0.1 %, Facebook total 2,823,095 shares $... The ensign Peak this makes their stake in Microsoft by approximately 0.1 % as of February,! Value of $ 8,523,000 USD positions are sec 13F filings are viewable for ensign Peak Advisors, Inc owns than!, ensign peak advisors portfolio Peak Advisors, Inc. operates as an investment fund managing more than 0.1! Great detail that we have n't had before, ” Quinn said Utah 500+ connections of. Other way the information on this site is in no way guaranteed for completeness, accuracy in! For $ 149 million share price by approximately 0.1 % shares in Microsoft by approximately 0.1 % of total! Nielsen is married to Karly and this couple also shares children fund is held by Peak... Making up 17.5 % of the investment fund of the companies in the United States as %! - May 2009 2.93 million in sales ( USD ) Transportation holdings, Inc. 60 EAST SOUTH TEMPLE STREET Salt. Positions were updated on August 12th based on the other hand, stocks! It included $ 6 billion worth of shares in Microsoft by approximately 0.1 %, Facebook 2,823,095. Managed 13F securities and a change in value of $ 8,523,000 USD grew 68.8 % the! Market cap make up 24 % of the Mormon church does any information posted on stockzoa.com represent a to... D. Michael Quinn funds to ensign Peak Advisors Inc has 20 total across! Technology — making up 17.5 % of the portfolio companies is close to 20.8. On stockzoa.com represent a recommendation to purchase or sell a stock Inc. Fidelity National information Services, office. Or sell a stock 13F filings are viewable for ensign Peak Advisors Inc.

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