in first 500 rows out of 1705. It is approximately one mile north of the Utah State Capitol and sits almost directly behind it. Only the first 250 positions are shown. This leaves the value of the investment at $1.92 billion and 9,421,665 shares. 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. ross@ensignwealthadvisors.com. … * Investors with a full data subscription can access data for any fund. the total portfolio value. 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. Under no circumstances does any information posted on stockzoa.com represent a recommendation to purchase or sell a stock. Ensign employs 70 employees. Ensign Peak Advisors - 990s. 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. Ensign Peak Advisors Incorporated is a tax exempt organization located in Salt Lake City, Utah. According to the last 13-F report filed with the SEC, Don Clouse serves as the Chief Financial Officer at Ensign Peak Advisors, Inc. $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 … It sold the previously owned 901,538 shares for $149 million. of the fund's Industrials sector allocation and has decreased its share price by approximately 0.1% in the past year. 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. 1100. are based in the United States. Ensign Peak Services was conceived and started by Royden Hussey, LCSW. The total portfolio value may be much higher due to cash Would you like to be notified? 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. $36.9 billion and $37 billion respectively. Currently, Ensign Peak Advisors, Inc's portfolio is worth at least $36.8 billion. 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. This makes their stake in Facebook total 2,823,095 shares worth $641 million. UNCLAIMED . The largest investments include Microsoft and Apple, together worth $3.72 billion. The Church of Jesus Christ of Latter-day Saints has 16 million members world-wide. Don Clouse also disclosed a decreased stake in Microsoft by approximately 0.1%. 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. 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. Ensign Peak Advisors. One of its leaders said in 2006 that “billions of dollars are traded by the fund every day.” 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. Quickly find out what the most recently closed or increased positions are. Company profile page for Ensign Peak Advisors Inc including stock price, company news, press releases, executives, board members, and contact information The information on this site is in no way guaranteed for completeness, accuracy or in any other way. Brigham Young University. The two most similar investment funds to Ensign Peak Advisors, Inc are Standard Life Aberdeen PLC and Cohen & Steers Capital Management 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 Advisors has 1740 total positions. For the investment company, see Ensign Peak Advisors. 24% of the total holdings value. Ensign Peak Advisors: an investment fund of the Mormon Church. Ensign Peak Advisors, Inc closed its position in Aon Plc on 12th August 2020. Ensign Peak Advisors, Inc - 13F Filing History Investor: Ensign Peak Advisors, Inc: Current Market Value ... and the total market value. Its owned assets under management (OAUM) have grown from $10 billion to ~$101 billion in 22 years without making a single religious, Ensign Peak Advisors was a net buyer of stock by $1.5B. If I recall correctly, our Ex-Mormon insider going by the name "Flew The Coop" posted about Ensign Peak. Carrier Global and bought 992,630 shares worth $22.1 million. Roy became a social worker because he was moved with compassion while volunteering with Native Americans and … 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 is based out of Salt Lake City. This data is downloadable for data subscribers. * To download the data without a subscription, you can purchase 90-day access to a single fund (Ensign Peak Advisors, Inc) for $24. Director at Ensign Peak Advisors Greater Salt Lake City Area 354 connections. This means they effectively own approximately 0.1% of the company. Roger concurrently serves as President of Ensign Peak Advisors, an investment management affiliate of the Church of Jesus Christ of Latter-Day Saints. 72.3% of the portfolio companies 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. "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." Disclaimer. Contact. Ensign Wealth Advisors. The ECM High Yield Bond investment strategy uses active management to purchase and hold high yield bond assets during times when high … Joshua Flade is a financial advisor based out of Provo, Utah, who has been in the advisory business for 10 years. The fund focuses on investments in the United States as assets that are not publicly disclosed such as fixed income, real estate, or cash equivalents. 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. Ensign Peak Advisors will file the next quarterly 13-HR in about 2 months. decreased its share price by approximately 0.1%, Facebook total 2,823,095 shares worth $641 million. Ensign Peak Advisors Inc. lock Unlock financial insights by subscribing to our monthly plan. Ensign Peak Advisors Inc. UNCLAIMED . Facebook soared 50.7% in the past year. SEC 13F filings are viewable for Ensign Peak Advisors going back to 2019. On the other hand, small-cap stocks make up only 1.6% of the portfolio. Call. In the most recent 13F filing, Ensign Peak Advisors, Inc revealed that it had opened a new position in Its initial filing revealed The investment fund also strengthened its position in Facebook by buying Flade has gained experience at Ensign Peak Advisors, Goldman Sachs, Townsquare Capital and Byu University. Please. The Ensign Peak Advisors, Inc office and employees reside in Salt Lake City, Utah. T: 720-449-3656 x2. 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. I was still a halfway TBM at the time but came away from that meeting feeling disturbed. Ensign Peak employees sign lifetime confidentiality agreements. Recognized as an authority in quantitative investment research, Roger has authored numerous articles and papers. Clark, Roger G - Ensign Peak Advisors Incorporated (Financial Planning) is a financial advisory firm in Salt Lake City, Utah. Topics LDS CHURCH, Financials Collection opensource Language English. There are currently 1658 companies in Mr. Clouse’s portfolio. In 2020 it managed about $100 billion in assets. Track performance, allocation, dividends, and risks, Annotate, download XLSX & look up similar tables, Filter, compare, and track coins & tokens. 7887 East Belleview Ave. Ste. On the other hand, there are companies that Ensign Peak Advisors, Inc is getting rid of from its portfolio. In many ways, our story as an agency is intertwined with Roy’s personal story. Ensign Peak Advisors has $40B in assets under management (AUM), dropping by 7.56%. 1 - Live Submission - Accession Number 0001454984-09-000003 - Filing - SEC The average market cap of the portfolio companies is close to $20.8 billion. Ensign Peak Advisors - 990s. 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. Past performance is a poor indicator of future performance. This financial advisor is listed on Financial Advisory Firms under Investment Services - Financial Planning. Carrier Global makes up 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). Knight-Swift Transportation Holdings, Inc. Fidelity National Information Services, Inc. Grandeur Peak Global Advisors® is a micro to mid-cap global equities investment firm comprised of a highly seasoned and collaborative research team. 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. Flade works at Townsquare Capital, LLC. Javascript is disabled or is not supported by your browser. Currently, their heaviest sector is Technology — making up 17.5% of 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. They manage 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. Disclaimers: stockzoa.com is not operated by a broker, a dealer, or a registered investment adviser. Upgrade to unlock premium data. Ensign Peak Advisors, Inc is an investment fund managing more than $36.8 billion ran by Don Clouse. Add This Fund to your dashboard. This means they effectively own approximately 0.1% of the company. Report this profile; About. The information on this site is not intended to be, nor does it constitute, investment advice or recommendations. Ensign Peak Advisors' articles of incorporation confirm Ensign Peak is an arm of the Church of Jesus Christ of Latter-day Saints. This organization has been in operation for 79 years, which makes it significantly older than other nonprofits in the state. Donations to Ensign Peak Advisors Incorporated are tax deductible. Stocks with a size of more than $10 billion in market cap make up These positions were updated on August 12th based on the fund’s latest 13F filing. Ensign Peak is a peak in the foothills near downtown Salt Lake City, Utah. 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, Inc. (Ensign Peak Advisors) is a Endowment located in Salt Lake City, UT United States, North America, and was founded in 1997. Whalewisdom has at least 3 13F filings, and 2 13G filings Ensign Peak Advisors Ensign Peak Advisors is an investment fund of the Mormon Church. Claim this listing for free. 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. Subscribe Unlock nonprofit financial insights that will help you make more informed decisions. 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. You can reach us on phone number (801) 240-3053, fax number or email address . Ensign Peak Advisors's largest holding is Microsoft Corp. with shares held of 9,421,665. 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%. 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. Ensign Peak Advisors has $40B in assets under management (AUM), dropping by 7.56%. Denver, CO 80111. Ensign Peak Advisors. 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). Join to Connect. Ensign Peak Advisors, Inc’s portfolio is diversified across 13 sectors. This business is unclaimed. 257,565 additional shares. 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 … 0.8% However, it is functionally not so. Owners who claim their business can update listing details, add photos, respond to reviews, and more. The majority of the companies in the fund’s portfolio are large-cap stocks. 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 Try our monthly plan today. , whose value grew 68.8% in the past six months, Google Inc worth $1.1 billion, with 776,944 shares owned. 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. Ensign Capital Management investment strategy. 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. 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