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