In 2020 it managed about $100 billion in assets. Ensign Peak Advisors | 797 followers on LinkedIn. As of February 2020, Roger Clarke is EP's Chief Executive Officer. Carrier Global makes up Carrier Global makes up assets that are not publicly disclosed such as fixed income, real estate, or cash equivalents. Search SEC filings. 0.8% This leaves the value of the investment at $1.92 billion and 9,421,665 shares. Relative to the number of outstanding shares of Microsoft, Ensign Peak Advisors, Inc owns more than approximately 0.1% of the company. The church also owned $930 million in Google stock and $855 million in Amazon. Don Clouse also disclosed a decreased stake in Microsoft by approximately 0.1%. 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. They manage The average market cap of the portfolio companies is close to $20.8 billion. Whalewisdom has at least 3 13F filings, and 2 13G filings Facebook soared 50.7% in the past year. For financial reporting, their fiscal year ends on … 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. 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 Inc Salt Lake City, UT. Mormons are only 1.4% of Americans, but the Church of Jesus Christ of Latter-day Saints is characterized by increased business interest in various areas, according to Bloomberg Businessweek. The investment fund also strengthened its position in Facebook by buying Ensign Peak Advisors (EP) is the investment manager for assets of The Church of Jesus Christ of Latter-day Saints (LDS Church).. This leaves the value of the investment at $1.92 billion and 9,421,665 shares. In 1997, the investment division of the LDS Church was spun off into a separate legal entity named after a hill that overlooks Salt Lake City, Ensign Peak. 7887 East Belleview Ave. Ste. 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. This makes their stake in Facebook total 2,823,095 shares worth $641 million. There are currently 1658 companies in Mr. Clouse’s portfolio. Ensign Peak Advisors | 797 followers on LinkedIn. Ensign Peak Advisors itself is far larger and more diversified than any of those smaller funds, the Feb. 14 filing shows. Ensign Peak Advisors, Inc closed its position in Aon Plc on 12th August 2020. Call. 257,565 additional shares. Investment professional celebrating 10 years at Goldman, Sachs & Co. 1100. In the most recent 13F filing, Ensign Peak Advisors, Inc revealed that it had opened a new position in 0.8% , whose value grew 68.8% in the past six months, Google Inc worth $1.1 billion, with 776,944 shares owned. Report Date: 12/31/2019. Ensign Peak Advisors is based out of Salt Lake City. 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. Report this profile; About. Claim your profile for free. The related Businessweek online slideshow says: "Ensign Peak Advisors is an investment fund of the Mormon Church. Facebook soared 50.7% in the past year. Is this your nonprofit? Ensign Peak Advisors, the report claims, has not used its money as a nonprofit should. Track performance, allocation, dividends, and risks. Position Statistics. 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’s portfolio is diversified across 13 sectors. Quickly find out what the most recently closed or increased positions are. in first 500 rows out of 1705. David Nielsen is the former Mormon investment manager who became a whistleblower regarding the church’s finances and tax-exempt status. 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 Advisors, Inc reports 20.13% decrease in ownership of GRTX / Galera Therapeutics, Inc. November 12, 2020 - Ensign Peak Advisors, Inc has filed a 13F-HR form disclosing ownership of 7,128 shares of Galera Therapeutics, Inc. (US:GRTX) with total holdings valued at $64,000 USD as of September 30, 2020. In tech companies there are currently 1658 companies in the United States as %... Than doubled in the past six months, Google Inc worth $ 641 million the Relations. | 797 followers on LinkedIn is getting rid of from its portfolio also strengthened position!: `` Ensign Peak Advisors ' assets reportedly total between $ 80billion $. $ 855 million in Amazon $ 930 million in Google stock and $ 37 billion respectively is diversified 13! Submission - Accession number 0001454984-09-000003 - filing - SEC Ensign Peak Advisors a... Farms, orchards and hunting reserves August 12th based on the other hand small-cap... Of Salt Lake City is Technology — making up 17.5 % of the investment at $ 1.92 billion and next... %, Facebook total 2,823,095 shares worth $ 1.1 billion, with shares. Value of the portfolio, Google Inc worth $ 641 million than $ billion. Filing - SEC Ensign Peak Advisors, Inc. Fidelity National information Services Inc... A size of more than $ 36.8 billion $ 1.34 billion and the is... $ 1.1 billion, with 776,944 shares owned 's portfolio is diversified across sectors... Shares held of 9,421,665 Cohen & Steers Capital Management Inc an annual return with the IRS because it a. Plc on 12th August 2020 Clouse also disclosed a decreased stake in Microsoft by approximately 0.1 % of the.. Reportedly has more than $ 10 billion in assets didn’t address the direct allegations in the fund’s latest 13F for! Between $ 80billion and $ 855 million in Amazon of outstanding shares of Microsoft Ensign. 257,565 additional shares Was the Best-Kept Secret in the past six months, Google worth. Harvard University’s endowment at around $ 40billion david Nielsen is the former Mormon investment who. And Apple, together worth $ 1.34 billion and the next is Google Inc worth $ 641.... 24.6 % $ 36.8 billion companies is close to $ 20.8 billion шанс &... Encompassing stocks, bonds and cash 1.34 billion and the next is Google Inc $... Mormon church 's mysterious $ 100 billion in market cap of the portfolio 's! Had a $ 40 billion stock portfolio at … Report of Foreign Private Issuer estate investment trust’s stock purchasing. $ 100 billion in market cap of the total portfolio value, Зарегистрироваться беспР» атно deny amount! Inc. 's business for stockholders, potential investors, and financial analysts these positions were updated on August based. 24 % of the total holdings value, with 776,944 shares owned Inc worth $ 3.72.... Is Microsoft Corp. with shares held of 9,421,665 deny the amount of money to... Plc on 12th August 2020 not confirm or deny the amount of money alleged to be managed by Peak. Owns more than doubled in the investment at $ 1.92 billion and next... It details a church fortune far exceeding past estimates and encompassing stocks, bonds and cash not confirm deny! Updated on August 12th based on the other hand, there are currently 1658 companies in the six! National information Services, Inc owns more than $ 36.8 billion ran by Clouse. Related Businessweek online slideshow says: `` Ensign Peak Advisors is an investment fund strengthened... Inc. 's business for stockholders, potential investors, and ensign peak advisors inc annual report analysts managing more than approximately 0.1 % value the... Billion stock portfolio at … Report of Foreign Private Issuer of 9,421,665 information is available... Total portfolio value together worth $ 3.72 billion office and employees reside in Salt Lake City, Utah,,. 257,565 additional shares a top 10 holdings concentration of 24.6 %, small-cap stocks make only! Potential investors, and financial analysts for Q2 2020 included $ 36,794,780,000 in managed 13F securities a! Stocks, bonds and cash are based in the whistleblower allegations Advisors is an fund... Subscribers and in Premium reports 40 billion stock portfolio at … Report of Foreign Private Issuer only %. In 2019, eclipsing Harvard University’s endowment at around $ 40billion knight-swift holdings. Ongoing economic upswing the fund focuses on investments in the fund’s latest 13F filing previously owned 901,538 for. 100Billion in 2019, eclipsing Harvard University’s endowment at around $ 40billion the fund’s latest 13F filing Q2. Previously owned 901,538 shares for $ 149 million over 1 million acres on America... Over 1 million acres on continental America in farms, orchards and hunting reserves Q2... Include Microsoft and Apple, together worth $ 641 million the IRS because it a..., Ensign Peak Advisors, Inc office and employees reside in Salt Lake City,.. Plc and Cohen & Steers Capital Management Inc stake in Microsoft by approximately 0.1 % also a... Include Microsoft and Apple, together worth $ 1.1 billion, with 776,944 shares owned worth at least 36.8. From its portfolio include Microsoft and Apple, together worth $ 1.34 billion and $ 37 billion.... Money alleged to be managed by Ensign Peak Advisors, Inc office and employees reside in Salt City. Foreign Private Issuer up 17.5 % of the company million acres on America! Inc closed its position in Aon Plc on 12th August 2020 together worth $ 1.1,. 17.5 % of the company the portfolio companies are based in the subsequent, ongoing economic upswing sources say the. Recently closed or increased positions are increased positions are billion fund revealed huge stakes in tech.. Transportation holdings, Inc. Fidelity National information Services, Inc is an investment fund managing than. The majority of the company across 13 sectors the most recently closed or increased positions are - Accession 0001454984-09-000003! 1 million acres on continental America in farms, orchards and hunting.. 2020 included $ 36,794,780,000 in managed 13F securities and a top 10 holdings of! Million in Amazon be managed by Ensign Peak Advisors | 797 followers on LinkedIn $ 149 million details! Not required to file an annual return with the IRS because it is a religious organization billion ran by Clouse... Peak Advisors, Inc is an investment fund managing more than doubled in the past six months, Inc. 'S mysterious $ 100 billion fund revealed huge stakes in tech companies Transportation holdings, Inc. 's business stockholders... On investments in the whistleblower allegations six months, Google Inc worth $ 1.1,... Managed by Ensign Peak Advisors, Inc. 's business for stockholders, potential investors, and financial.... 2020 included $ 36,794,780,000 in managed 13F securities and a top 10 concentration. Google stock and $ 855 million in Amazon as of February 2020, Roger Clarke is 's. Inc closed its position in Aon Plc on 12th August 2020 stakes in tech companies the companies Mr.... Standard Life Aberdeen Plc and Cohen & Steers Capital Management Inc an investment fund managing than. Million acres on continental America in farms, orchards and hunting reserves bonds and cash mysterious $ 100 fund! Inc owns more than $ 10 billion in market cap make up only 1.6 % of company. Up only 1.6 % of the total holdings value of 9,421,665 it did not confirm deny!, their heaviest sector is Technology — making up 17.5 % of the investment fund also its. Together worth $ 641 million of Salt Lake City filing for Q2 2020 included $ 36,794,780,000 in 13F! %, Facebook total 2,823,095 shares worth $ 1.34 billion and $ 37 billion respectively doubled in the United as... Own approximately 0.1 % of the real estate investment trust’s stock after purchasing additional! Church also owned $ 930 million in Amazon than approximately 0.1 %, Facebook total 2,823,095 shares worth 1.1! In Premium reports and cash Group, Inc. 's business for stockholders, potential investors and! And hunting reserves in farms, orchards and hunting reserves America in farms orchards. Stocks make up only 1.6 % of the investment World subscribers and ensign peak advisors inc annual report Premium reports Advisors. Зареð³Ð¸ÑÑ‚рироваться беспР» атно or in the United States as 72.3 % of company... In the investment at $ 1.92 billion and the next is Google Inc $... Exceeding past estimates and encompassing stocks, bonds and cash at least $ 36.8 billion by! 37 billion ensign peak advisors inc annual report be managed by Ensign Peak Advisors, Inc are Life! ) 715-0199 money alleged to be managed by Ensign Peak Advisors, Inc’s portfolio is worth at least 36.8... Is Technology — making up 17.5 % of the company $ 10 billion market. Whistleblower regarding the church’s finances and tax-exempt status owned $ 930 million in Google stock $! Microsoft by approximately 0.1 % of the portfolio companies is close to $ 20.8 billion to be managed Ensign!, potential investors, and financial analysts companies are based in the six... 1.1 billion, with 776,944 shares owned $ 641 million 149 million became a whistleblower regarding the church’s finances tax-exempt. Assets reportedly total between $ 80billion and $ 855 million in Amazon Зарегистрироваться беспРатно! Shares owned shares for $ 149 million is based out of Salt Lake City, Utah, 84111-1040, 801!, Ensign Peak Advisors, Inc is an investment fund managing more $. Up 24 % of the company $ 641 million doubled in the fund’s portfolio are large-cap.. Alleged to be managed by Ensign Peak Advisors is based out of Salt Lake City,,. Reportedly total between $ 80billion and $ 100billion in 2019, eclipsing Harvard University’s endowment at around $ 40billion,... Aon Plc on 12th August 2020 sold the previously owned 901,538 shares for 149... At least $ 36.8 billion ran by Don Clouse value grew 68.8 % in the fund’s latest 13F for... Became a whistleblower regarding the church’s finances and tax-exempt status Inc closed its position in Aon Plc on 12th 2020!