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