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. Past performance is a poor indicator of future performance. 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. The ECM High Yield Bond investment strategy uses active management to purchase and hold high yield bond assets during times when high … Disclaimer. The investment fund also strengthened its position in Facebook by buying This data is downloadable for data subscribers. assets that are not publicly disclosed such as fixed income, real estate, or cash equivalents. However, it is functionally not so. 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. They manage 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 … $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 … Flade has gained experience at Ensign Peak Advisors, Goldman Sachs, Townsquare Capital and Byu University. Ensign Peak Advisors, Inc’s portfolio is diversified across 13 sectors. SEC 13F filings are viewable for Ensign Peak Advisors going back to 2019. The largest investments include Microsoft and Apple, together worth $3.72 billion. In 2020 it managed about $100 billion in assets. 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. Stocks with a size of more than $10 billion in market cap make up Whalewisdom has at least 3 13F filings, and 2 13G filings 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. Knight-Swift Transportation Holdings, Inc. Fidelity National Information Services, Inc. the total portfolio value. Try our monthly plan today. Donations to Ensign Peak Advisors Incorporated are tax deductible. 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. Topics LDS CHURCH, Financials Collection opensource Language English. 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. Disclaimers: stockzoa.com is not operated by a broker, a dealer, or a registered investment adviser. 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 fund focuses on investments in the United States as Under no circumstances does any information posted on stockzoa.com represent a recommendation to purchase or sell a stock. 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. 7887 East Belleview Ave. Ste. $36.9 billion and $37 billion respectively. … Claim this listing for free. In many ways, our story as an agency is intertwined with Roy’s personal story. Report this profile; About. The average market cap of the portfolio companies is close to $20.8 billion. Ensign Peak Advisors. Owners who claim their business can update listing details, add photos, respond to reviews, and more. Roy became a social worker because he was moved with compassion while volunteering with Native Americans and … It is approximately one mile north of the Utah State Capitol and sits almost directly behind it. Ensign Capital Management investment strategy. Currently, Ensign Peak Advisors, Inc's portfolio is worth at least $36.8 billion. Carrier Global makes up Ensign Peak Advisors Ensign Peak Advisors is an investment fund of the Mormon Church. Its owned assets under management (OAUM) have grown from $10 billion to ~$101 billion in 22 years without making a single religious, T: 720-449-3656 x2. You can reach us on phone number (801) 240-3053, fax number or email address . Ensign Peak Advisors has $40B in assets under management (AUM), dropping by 7.56%. Ensign Peak Advisors, Inc - 13F Filing History Investor: Ensign Peak Advisors, Inc: Current Market Value ... and the total market value. This means they effectively own approximately 0.1% of the company. 1100. Ensign Peak Advisors - 990s. Ensign Peak Services was conceived and started by Royden Hussey, LCSW. 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. Javascript is disabled or is not supported by your browser. In the most recent 13F filing, Ensign Peak Advisors, Inc revealed that it had opened a new position in Flade works at Townsquare Capital, LLC. Track performance, allocation, dividends, and risks, Annotate, download XLSX & look up similar tables, Filter, compare, and track coins & tokens. Upgrade to unlock premium data. Ensign Peak Advisors' articles of incorporation confirm Ensign Peak is an arm of the Church of Jesus Christ of Latter-day Saints. 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. This business is unclaimed. Don Clouse also disclosed a decreased stake in Microsoft by approximately 0.1%. Please. 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. Ensign Peak Advisors Incorporated is a tax exempt organization located in Salt Lake City, Utah. Relative to the number of outstanding shares of Microsoft, Ensign Peak Advisors, Inc owns more than approximately 0.1% of the company. Its initial filing revealed 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. Recognized as an authority in quantitative investment research, Roger has authored numerous articles and papers. Facebook soared 50.7% in the past year. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. decreased its share price by approximately 0.1%, Facebook total 2,823,095 shares worth $641 million. Grandeur Peak Global Advisors® is a micro to mid-cap global equities investment firm comprised of a highly seasoned and collaborative research team. Currently, their heaviest sector is Technology — making up 17.5% of The information on this site is not intended to be, nor does it constitute, investment advice or recommendations. 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. 72.3% of the portfolio companies Director at Ensign Peak Advisors Greater Salt Lake City Area 354 connections. Subscribe Unlock nonprofit financial insights that will help you make more informed decisions. Join to Connect. Ensign Peak Advisors was a net buyer of stock by $1.5B. Ensign Peak Advisors has $40B in assets under management (AUM), dropping by 7.56%. 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. It sold the previously owned 901,538 shares for $149 million. 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. I was still a halfway TBM at the time but came away from that meeting feeling disturbed. Carrier Global and bought 992,630 shares worth $22.1 million. 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). Only the first 250 positions are shown. Company profile page for Ensign Peak Advisors Inc including stock price, company news, press releases, executives, board members, and contact information 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. The total portfolio value may be much higher due to cash Ensign Peak employees sign lifetime confidentiality agreements. On the other hand, small-cap stocks make up only 1.6% of the portfolio. 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. This financial advisor is listed on Financial Advisory Firms under Investment Services - Financial Planning. 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