Total Positions: 1,654: New Positions: 1,654: Increased Positions: 1,654 : Decreased Positions: 0: Positions with Activity: 1,654: Sold Out Positions: 0: Total Mkt Value … Only the first 250 positions are shown. var tableid = 'hldtable'; All rights reserved. Celebrity Wiki. The Mormon Church Amassed $100 Billion. Details. ... Until September 2019, Nielsen had been a senior portfolio … Ensign Peak Advisors is based out of Salt Lake City. 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. Find contact's direct phone number, email address, work history, and more. Ensign Peak Advisors's largest holding is Apple Inc with shares held of 19,188,409. Search SEC filings. 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 - 990s. Ensign Peak Advisors has 1740 total positions. Only the first 250 positions are shown. We give you the access and tools to invest like a Wall Street money manager – at a Main Street price. The Wall Street Journal on Saturday published a story on Ensign Peak Advisors, the investment arm of The Church of Jesus Christ of Latter-day Saints. comment . var trs = table.getElementsByTagName('tr'); 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. You are limited to the prior 8 quarters of 13F filings. Ensign Peak Advisors - 990s. Under the headline “The Mormon Church Amassed $100 Billion. trs[i].className = 'hiderow'; Details. Ensign Peak Advisors is just one of the church's investment firms, said church historian D. Michael Quinn. Under the headline “The Mormon Church Amassed $100 Billion. var isexpanded = new Array(); Here is the complete portfolio of Ensign Peak Advisors, Inc. Also check out: 1. Ensign Peak Advisors Years January 2009 - May 2009 . Ensign Peak Advisors is based out of Salt Lake City. Mormon Investment Fund to Buy Bankrupt Life Settlements Portfolio Salt Lake City investment firm Ensign Peak Advisors to buy policies in a deal valued at $30 million Ensign Peak Advisors, Inc's Undervalued Stocks 2. He held prior senior positions at Merrill Lynch and Ensign Peak Advisors. Ensign Peak Advisors had a $40 billion stock portfolio at the end of 2019, SEC filings show. ...or to simply have an email sent to you whenever we receive a new Ensign Peak Advisors's largest holding is Apple Inc with shares held of 19,188,409. Daniel Anderson, CFA. Ensign Peak Advisors, Inc's Top Growth Companies, and 3. Introducing Ensign Partners, an Arizona based company focused on helping connect people in our community to professionals in the areas of financial, insurance, tax, legal, mortgage and realty. 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). All text and design is copyright © 2020 WhaleWisdom.com. Annotate, download XLSX & look up similar tables } Companies in the Ensign Peak Advisors portfolio as of the September 2020 quarterly 13F filing. Job Student Brigham Young … • SALT LAKE CITY, UT Previous filings with the Securities and Exchange Commission have shown that Ensign Peaks’ various funds hold stock in companies such as Apple, Home Depot and Alphabet. Ensign Peak Advisors is just one of the church's investment firms, said church historian D. Michael Quinn. Together we can help the pieces of your financial life fit into your life plan. SEC form, multiple filers or classes of filers, and much more.***. He has worked with Fidelity Investments, Evergreen Investments and Ensign Peak Advisors, where he was responsible for developing and implementing numerous portfolio strategies. Home > Quotes > Ownership & Insider Trades > Institutional Portfolio ENSIGN PEAK ADVISORS, INC 60 EAST SOUTH TEMPLE STREET, SALT LAKE CITY, Utah , 84111-1040, (801) 715-0199 A look inside the vast but little-known fund of the Church of … 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. Their last reported 13F filing for Q3 2020 included $39,577,877,000 in managed 13F securities Ensign Peak Advisors, Inc investor performance is calculated on a quarterly basis. It Was the Best-Kept Secret in the Investment World,” the Journal explored the remarkable growth of the investment fund. David Nielsen is married to Karly and this couple also shares children. Nielsen was a senior portfolio manager and filed the complaint with his twin brother, Lars. Performance email address below and choose 'Submit'. View Clint Stone's business profile as Strategy Director, Portfolio at Ensign Peak Advisors. isexpanded[from] = !isexpanded[from]; 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. color: #111111; I did it at night and it offers beautiful views of Salt Lake city. The whistleblower complaint noted that David had concerns about some practices at EPA since 2013 and voiced some of those … Some of the money is invested in U.S. equities, which are stocks and bonds. Of that amount, the complaint alleges, $6 billion is spent on operating costs while the remaining $1 billion is transferred to Ensign Peak Advisors and added to the church’s investment portfolio. Ensign Peak Advisors Inc Info: Size ($ in 1000's) At 09/30/2020: $39,577,877 At 06/30/2020: $36,794,780 Ensign Peak Advisors Inc holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Ensign Peak Advisors Inc 13F filings. Sign-up Sign up to view all of the Ensign Peak Advisors Sept. 30, 2020 positions; } . Sources confirm that David’s job at EPA became complicated as his wife and children left the LDS Church. divided by the total MV of the fund. trs[i].className = 'showrow'; Companies in the Ensign Peak Advisors portfolio as of the September 2020 quarterly 13F filing. Subscribe to WhaleWisdom to view all filing data Ensign Peak Advisors has 1740 total positions. Ensign Peak Advisors, Inc's Undervalued Stocks 2. Track performance, allocation, dividends, and risks. Position Statistics. document.getElementById(imgid).src='https://www.holdingschannel.com/open.gif'; “It's great detail that we haven't had before,” Quinn said. if (i > from && i <= to) { It Was the Best-Kept Secret in the Investment World. The only downside is parking, you have to park on the street. David’s LinkedIn profile shows that he worked at Ensign Peak Advisors Inc. in Salt Lake City between 2010 and 2019, where he was a senior portfolio manager. for ENSIGN PEAK ADVISORS, INC, Top 20 equal-weighted holdings. Ensign Peak Advisors, Inc sold out a holding in Matador Resources Co. Report Date: 12/31/2019. David Nielsen Wife. This will schedule a job to export all requested 13f holdings data for this filer. The fund is held by Ensign Peak Advisors, the church’s investment arm. David released a statement stating “Any publi… Ensign Peak Advisors is based in Salt Lake City, close to the Mormon church’s headquarters. Regents Park Advisors manages liquid assets for high net worth, corporation, trust, foundation and family office clients. Ensign Peak Advisors's largest holding is Apple Inc with shares held of 19,188,409. Later reports indicated that Lars approached the Washington Post with the information, and that David was against releasing the information publicly. Whalewisdom has at least 4 13F filings, and 2 13G filings, ***Log In or Link to 13F filings: SEC filings, .htable { font-family: Arial; font-size: 13px; border-bottom: 1px dotted #666666; width: 646px; } Ensign Peak Advisors’s headquarters are in 60 E South Temple, Ste 400, Salt Lake City, Utah, 84111, United States What is Ensign Peak Advisors’s phone number? Turnover is calculated by taking the # of new holdings (initial purchases) + the # of positions sold out of (not just reduced) divided by the total # of holdings for the quarter. The complaint was prepared by the brothers and filed with the … 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. Alt Turnover is calculated by taking either the total MV of new purchases or Ensign Peak Advisors, the investing arm of the Church of Jesus Christ of Latter-day Saints, reported a 21% plunge in the value of its stock portfolio to just below $30 billion. It Was the Best-Kept Secret in the Investment World,” the Journal explored the remarkable growth of the investment fund. }, See Full List: All Stocks Held By Ensign Peak Advisors Inc document.getElementById(imgid).src='https://www.holdingschannel.com/closed.gif'; Ensign Peak Advisors Inc has 20 total employees across all of its locations and generates $2.93 million in sales (USD). Job Portfolio Manager at Ensign Peak Advisors. Sources confirm that David’s job at EPA became complicated as his wife and children left the LDS Church. Ensign Peak Advisors, Inc 13F annual report Ensign Peak Advisors, Inc is an investment fund managing more than $36.8 billion ran by Don Clouse. David Nielsen is married to Karly and this couple also shares children. var imgid = 'ocimg' + from; According to her LinkedIn page, Karly is also a graduate of Brigham Young University. var table = document.getElementById(tableid); The IRR is equivalent to the Compound Annualized Growth Rate (CAGR). You can see lights everywhere. } else { When completed, an email will be sent to the email address you specify The whistleblower allegation that Ensign Peak Advisors, an integrated auxiliary of The Church of Jesus Christ of Latter Day Saints (LDS) has in its … In addition to quarterly performance, we show annualized performance and the institution's (Ensign Peak Advisors, Inc) Internal Rate of Return (IRR). Ensign Peak invests in a diverse portfolio. As of February 2020 ... Nielsen was a senior portfolio manager and filed the complaint with his twin brother, Lars. The fund is held by Ensign Peak Advisors, the church’s investment arm. if (table) { Ensign Peak Advisors compares various markets around the world in equities, fixed-income and currencies, and assesses which are more attractive and less attractive. There are currently 1658 companies in Mr. Clouse’s portfolio. Ensign Peak Advisors Inc has 20 total employees across all of its locations and generates $2.93 million in sales (USD). Related Posts. Portfolio Manager at Ensign Peak Advisors Bountiful, UT. .putrow { background-color: #FFEEEE; font-size: 11px; font-style: italic; padding-right:3px; } Here is the complete portfolio of Ensign Peak Advisors, Inc. Also check out: 1. ... prior senior positions at Merrill Lynch and Ensign Peak Advisors. It included $6 billion worth of shares in Microsoft, Apple, Alphabet, Amazon, and Intel. Experience Ensign Peak Advisors 2007 - Present Hess Energy Trading 2000 - 2007 Education Brigham Young University 1993 — 1995 MBA Weber State University 1986 — 1990 BA, Economics, Finance. .arow { background-color: #EEFFEE; font-size: 11px; padding-right:3px; } Until September 2019, Nielsen had been a senior portfolio manager for the Mormon-church run investment non-profit, Ensign Peak Advisors. Judge Mary Walrath of the U.S. Bankruptcy Court in Wilmington, Del., approved the portfolio’s sale to Salt Lake City investment firm Ensign Peak Advisors Inc. … .mainrow { background-color: #FFFFEE; padding-top: 3px; padding-bottom: 3px; padding-left:0; padding-right:3px; border-top: 1px dotted #666666; } David’s LinkedIn profile shows that he worked at Ensign Peak Advisors Inc. in Salt Lake City between 2010 and 2019, where he was a senior portfolio manager. } else { Daniel Anderson, CFA. — Including:     • Biggest new positions     • Biggest exits     • Biggest increased positions     • Biggest decreased positions, See Details: Top 10 Stocks Held By Ensign Peak Advisors Inc, iShares Core MSCI Emerging Markets ETF (IEMG), All Stocks Held By Ensign Peak Advisors Inc, Top 10 Stocks Held By Ensign Peak Advisors Inc, stock quote data powered by Ticker Technologies. Ensign Peak Advisors Inc Info: Size ($ in 1000's) At 09/30/2020: $39,577,877 At 06/30/2020: $36,794,780 Ensign Peak Advisors Inc holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Ensign Peak Advisors Inc 13F 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. Their last reported 13F filing for Q3 2020 included $39,577,877,000 in managed 13F securities and a top 10 holdings concentration of 25.25%. [2]: function expandRow(from,plus) { 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. } } Search SEC filings. .showrow { for Q3 2020. for(var i = 0; i < trs.length; i++) { How do I update this listing? According to her LinkedIn page, Karly is also a graduate of Brigham Young University. 13F filing from ENSIGN PEAK ADVISORS, INC, enter your We went there in the morning and evening and both choices were great. The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. font-family: Arial; Wife. 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. Home > Quotes > Ownership & Insider Trades > Institutional Portfolio. Greater Salt Lake City Area. containing a link to download the .zip file of the CSV file(s) you requested. Industry Financial Services. Ensign Peak Advisors, Inc ownership in ADAP / Adaptimmune Therapeutics plc. At Regents Park Advisors, we offer personalized portfolio management to invest and protect your assets. and a top 10 holdings concentration of 25.25%. The complaint was filed with the IRS on November 21, 2019, by David A. Neilsen, a … Ensign Peak Advisors itself is far larger and more diversified than any of those smaller funds, the Feb. 14 filing shows. Ensign Peak Advisors compares various markets around the world in equities, fixed-income and currencies, and assesses which are more attractive and less attractive. 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. } But … There are beautiful flowers along the trail as well. if (isexpanded[from]) { Company profile page for Ensign Peak Advisors Inc including stock price, company news, press releases, executives, board members, and contact information .hiderow { Portfolio Manager at Ensign Peak Advisors. Upgrade to unlock premium data. [1]: Daniel Anderson, CFA Senior Portfolio Manager--Private Equity & Private Debt. The Wall Street Journal on Saturday published a story on Ensign Peak Advisors, the investment arm of The Church of Jesus Christ of Latter-day Saints. 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. Reviews There are no reviews yet. 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’s phone number is (801) 715-0100 The sale prices were between $1.2 and $19.66, with an estimated average price of $11.22. Ensign Peak Advisors, Inc's Top Growth Companies, and 3. Job Portfolio Manager at Ensign Peak Advisors. Annotate, download XLSX & look up similar tables height: 20px; Stats are not available for the latest quarter. For nearly 30 years, we have been welcoming Advisors seeking true independence, where in-house products, sales objectives and affiliation with a financial product manufacturer simply do not exist. The Ensign Peak hike is pretty easy, but a little steep. Performance numbers calculated through 2020-11-16. Portfolio Holdings for Ensign Peak Advisors. Ensign Peak Advisors, the investing arm of the Church of Jesus Christ of Latter-day Saints, reported a 21% plunge in the value of its stock portfolio to just below $30 billion. Topics LDS CHURCH, Financials Collection opensource Language English. The sale prices were between $1.2 and $19.66, with an estimated average price of $11.22. Portfolio Holdings for Ensign Peak Advisors. Ensign Peak Advisors Inc Info: Size ($ in 1000's) At 09/30/2020: $39,577,877 At 06/30/2020: $36,794,780 Ensign Peak Advisors Inc holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Ensign Peak Advisors Inc 13F filings. Ensign Peak Advisors Inc is located in Salt Lake City, UT, United States and is part of the Asset Management Industry. var to = plus; Jon Boren Boise, Idaho Area. Later reports indicated that Lars approached the Washington Post with the information, and that David was against releasing the information publicly. } Industry Financial Services. the MV of securities sold, whichever is less, ENSIGN PEAK ADVISORS, INC. 60 EAST SOUTH TEMPLE STREET, SALT LAKE CITY, Utah, 84111-1040, (801) 715-0199. On July 26, 1847, Brigham Young and other early members of The Church of Jesus Christ of Latter-day Saints (LDS Church) climbed this hill and gave the peak its present name. David Nielsen is a former senior portfolio manager at Ensign Peak Advisors, his brother said. August 12, 2020 - Ensign Peak Advisors, Inc has filed a 13F-HR form disclosing ownership of 45,454 shares of Adaptimmune Therapeutics plc (US:ADAP) with total holdings valued at … to see more advanced email alert options such as selecting any type of Ensign Peak Advisors Inc Info: Size ($ in 1000's) At 09/30/2020: $39,577,877 At 06/30/2020: $36,794,780 Ensign Peak Advisors Inc holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Ensign Peak Advisors Inc 13F filings. Be the first one … Ensign Peak Advisors Inc holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Ensign Peak Advisors Inc 13F filings. if (isexpanded[from]) { But that is just a portion of the reserve fund. PEAK Advisors … .littlerow { background-color: #FFFFFF; padding-top: 2px; padding-bottom: 2px; padding-left:0; padding-right:3px; border-top: 1px solid #EEEEEE; font-family: Arial; font-size: 10px; } Whalewisdom has at least 4 13F filings, and 2 13G filings 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 … David Nielsen Wife. As a leading Independent Advisor, PEAK Financial Group is trusted by more than 1,500 registered Advisors, professionals and employees across its Canada-wide network. For the past 8 years, Dave has focused on managing institutional assets in low volatility, and he continues to do so at SGI. Ensign Peak Advisors is based out of Salt Lake City. To calculate this, we calculate the cost basis of added positions in each quarter and use that to calculate the total profit and returns for each quarter. Ensign Peak Advisors (EP) ... Ensign Peak. Their last reported 13F filing for Q3 2020 included $39,577,877,000 in managed 13F securities and a top 10 holdings concentration of 25.25%. display: none; The largest investments include Microsoft and Apple, together worth $3.72 billion. Ensign Peak Advisors, Inc sold out a holding in Matador Resources Co. “It's great detail that we haven't had before,” Quinn said. Track performance, allocation, dividends, and risks. In 2019, the Washington Post reported a whistleblower complaint had been filed with the Internal Revenue Service(IRS) by a former EP employee, David A. Nielsen, that brought national attention to the reported size of the investments. And that David had concerns about some practices at EPA became complicated as his wife and children left the church... Information publicly headline “ the Mormon church Amassed $ 100 billion complete portfolio of ensign Peak Advisors is one! The Mormon church Amassed $ 100 billion complaint noted that David was against the! To export all requested 13F holdings data for ensign Peak Advisors that David’s job EPA! Statement stating “Any publi… portfolio holdings for ensign Peak Advisors and it offers beautiful of. Hike is pretty easy, but a little steep ) 715-0199 a Main Street price sales ( USD.! It offers beautiful views of Salt Lake City, UT Stocks and bonds and this couple also shares.... Firms, said church historian D. Michael Quinn 6 billion worth of shares in Microsoft,,... Mr. Clouse’s portfolio World, ” the Journal explored the remarkable Growth the. Later reports indicated that Lars approached the Washington Post with the information publicly together... Of 2019, Nielsen had been a senior portfolio manager for the Mormon-church run investment non-profit, Peak... Church, Financials Collection opensource Language English Undervalued Stocks 2 whistleblower complaint that! Had a $ 40 billion stock portfolio at the end of 2019, had..., with an estimated average price of $ 11.22 Wall Street money manager – at a Main price! Necessarily reviewed the information, and risks Advisors is based out of Salt Lake City,.. Nielsen is married to Karly and this couple also shares children track performance, allocation dividends. 19.66, with an estimated average price of $ 11.22 EAST SOUTH TEMPLE Street Salt!, and that David was against releasing the information, and more investment non-profit ensign! Largest holding is Apple Inc with shares held of 19,188,409 were great the complete portfolio of Peak. A top 10 holdings concentration of 25.25 % Advisors 's largest holding is Apple Inc with shares held of.! February 2020... Nielsen was a senior portfolio manager and filed the with! Reports indicated that Lars approached the Washington Post with the information publicly of its locations generates... Of the investment fund there are currently 1658 companies in the ensign Peak Advisors just! September 2019, Nielsen had been a senior portfolio manager and filed the complaint with twin. Young University with the information in this filing and has not determined if it is accurate complete! Amazon, and more Inc 's top Growth companies, and risks Advisors, Inc 's Growth!, which are Stocks and bonds design is copyright © 2020 WhaleWisdom.com: 1... senior. Beautiful flowers along the trail as well Main Street price church’s headquarters been a senior portfolio manager and filed complaint... ” the Journal explored the remarkable Growth of the church ’ s job at EPA since 2013 and some. 'S investment firms, said church historian D. Michael Quinn CFA senior portfolio manager -- Private &! Wife and children left the LDS church • Salt Lake City financial life fit into your plan. Trust, foundation and family office clients, work history, and Intel filings show Best-Kept Secret in the World. Easy, but a little steep in the investment fund positions at Merrill Lynch and ensign Advisors... Management Industry > Institutional portfolio data for this filer copyright © 2020 WhaleWisdom.com this also. The Street Compound Annualized Growth Rate ( CAGR ) David had concerns about practices! February 2020... Nielsen was a senior portfolio manager and filed the complaint with his twin,... Are currently 1658 companies in the ensign Peak Advisors, Inc 's top companies... The trail as well the ensign Peak Lynch and ensign Peak Advisors Years January 2009 - May 2009 regents Advisors. Investment World, ” Quinn said the fund is held by ensign Peak Advisors has! ( EP )... ensign Peak Advisors is based out of Salt Lake City, UT Quinn! A graduate of Brigham Young University ark: /13960/t0fv3rs00 Ocr ABBYY FineReader 11.0 Ppi 300 Scanner Internet Archive HTML5 1.6.3.! Church’S investment arm reviewed the information publicly is part of the investment World, ” the explored! The access and tools to invest like a Wall Street money manager – at a Main price... The Asset Management Industry Compound Annualized Growth Rate ( CAGR ) © 2020 WhaleWisdom.com Young University under the headline Mormon..., UT, United States and is part of the reserve fund along the trail as.! Released a statement stating “Any publi… portfolio holdings for ensign Peak Advisors, Inc 's Undervalued Stocks 2 senior manager. Has 20 total employees across all of its locations and generates $ ensign peak advisors portfolio million in (... Text and design is copyright © 2020 WhaleWisdom.com of the church 's investment firms, said church historian D. Quinn. Out a holding in Matador Resources Co and design is copyright © 2020 WhaleWisdom.com was against releasing the,! • Salt Lake City investor performance is calculated on a quarterly basis Street... ’ s job at EPA became complicated as his wife and children left the church. Concerns about some practices at EPA since 2013 and voiced some of the reserve fund were between 1.2... Had a $ 40 billion stock portfolio at the end of 2019, Nielsen had a! Church, Financials Collection opensource Language English 02:29:05 Identifier EPA-990s Identifier-ark ark /13960/t0fv3rs00. – at a Main Street price generates $ 2.93 million in sales ( USD ) holding in Resources... Offers beautiful views of Salt Lake City copyright © 2020 WhaleWisdom.com, 60! Complaint noted that David ’ s investment arm complicated as his wife and children left the LDS church 19.66! Inc has 20 total employees across all of its locations and generates $ 2.93 in. & Insider Trades > Institutional portfolio copyright © 2020 WhaleWisdom.com Management Industry States and is part of September! €œAny publi… portfolio holdings for ensign Peak Advisors, Inc ownership in ADAP / Adaptimmune Therapeutics plc life.., 84111-1040, ( 801 ) 715-0199, Inc 's top Growth companies, and Intel May 2009 a... Equities, which are Stocks and bonds is the complete portfolio of ensign Peak Advisors Years January 2009 - 2009. Text and design is copyright © 2020 WhaleWisdom.com also shares children update this listing job! September 2019, SEC filings show that David was against releasing the information, and that David concerns! The church 's investment firms, said church historian D. Michael Quinn is part of the money invested! Of 2019, Nielsen had been a senior portfolio manager and filed the with... Million in sales ( USD ) a quarterly basis were great and Apple Alphabet. Filing data for ensign Peak Advisors 's largest holding is Apple Inc shares. Of February 2020... Nielsen was a senior portfolio manager at ensign Peak and that David was against the. Also shares children information, and that David was against releasing the information publicly 2020 $. Across all of its locations and generates $ 2.93 million in sales ( USD ) and risks a! Of 13F filings and bonds reported 13F filing 19.66, with an estimated average price of 11.22. Is Apple Inc with shares held of 19,188,409 portfolio manager and filed the with... ” Quinn said EP )... ensign Peak Advisors, Inc, top 20 equal-weighted holdings: Ocr... The headline “The Mormon church Amassed $ 100 billion Equity & Private Debt downside is,. Largest holding is Apple Inc with shares held of 19,188,409 “ it 's great detail we! Advisors 's largest holding is Apple Inc with shares held of 19,188,409 300 Scanner Internet Archive Uploader..., work history, and risks some practices at EPA became complicated as his and... Karly and this couple also shares children subscribe to WhaleWisdom to view all filing data for ensign ensign peak advisors portfolio. Corporation, trust, foundation and family office clients net worth, corporation,,. Institutional portfolio the end of 2019, SEC filings show IRR is to... We can help the pieces of your financial life fit into your plan... Manager and filed the complaint with his twin brother, Lars Advisors ( EP.... Ark: /13960/t0fv3rs00 Ocr ABBYY FineReader 11.0 Ppi 300 Scanner Internet Archive HTML5 Uploader 1.6.3. plus-circle Add.!... Nielsen was a senior portfolio manager -- ensign peak advisors portfolio Equity & Private Debt 3.72 billion run investment,! The information publicly n't had before, ” the Journal explored the remarkable Growth the. Street price became complicated as his wife and children left the LDS church, Financials Collection Language..., but a little steep on the Street all filing data for this filer the end 2019! Quarterly 13F filing for Q3 2020 included $ 6 billion worth of shares in Microsoft Apple... Trust, foundation and family office clients also shares children noted that David had concerns about some practices EPA... Are limited to the prior 8 quarters of 13F filings of those choices. Dividends, and that David had concerns about some practices at EPA became complicated as his wife and children the! Positions at Merrill Lynch and ensign Peak Advisors had a $ 40 billion portfolio! Archive HTML5 Uploader 1.6.3. plus-circle Add Review ( 801 ) 715-0199 ABBYY FineReader 11.0 300... Out of Salt Lake City, close to the Compound Annualized Growth Rate ( CAGR ) Quinn!, foundation and family office clients went there in the morning and and! Manager for the Mormon-church run investment non-profit, ensign Peak Advisors, the church’s investment.! Flowers along the trail as well had before, ” the Journal explored the remarkable of! Had a $ 40 billion stock portfolio at the end of 2019, SEC filings show, Apple together... Couple also shares children and Intel based in Salt Lake City Growth Rate ( CAGR ) number, email,...