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Kenneth D Hochstetler

@Everence Capital Management Inc

Latest period2024 - Q4ReportedManaged Assets$1.539BTotal holdings814
Assets growth rate-2.88%Assets growth rate (2-Q avg)3.49%Continuous growth in asset value0 quarters

Portfolio positions

This chart displays the top 10 holdings in Everence Capital Management Inc's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 814 positions.

Assets under management

The assets under management (AUM) of Everence Capital Management Inc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 1.539B in assets, with a quarterly growth rate of -2.88% and a 2-quarter average growth rate of 3.49%. The portfolio is managed by Kenneth D Hochstetler, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
MCDMcdonald's Corporation
Recent Activity
Decreased -11.65%
0.33%
$4.965M
17,127 shares@ $289.9 avg price
TAtandt Inc
Recent Activity
Decreased -2.31%
0.31%
$4.708M
206,766 shares@ $22.77 avg price
INTUIntuit Inc
Recent Activity
Decreased -14.5%
0.3%
$4.594M
7,310 shares@ $628.46 avg price
BSXBoston Scientific Corp
Recent Activity
Increased 15.79%
0.29%
$4.436M
49,660 shares@ $89.33 avg price
AMDAdvanced Micro Devices
Recent Activity
Decreased -16.86%
0.28%
$4.259M
35,256 shares@ $120.81 avg price
MSMorgan Stanley
Recent Activity
Decreased -10%
0.27%
$4.06M
32,291 shares@ $125.74 avg price
FIFiserv
Recent Activity
0.27%
$4.056M
19,746 shares@ $205.41 avg price
NEENextera Energy Inc
Recent Activity
Decreased -12.61%
0.27%
$4.023M
56,120 shares@ $71.69 avg price
UNPUnion Pac Corp
Recent Activity
Increased 7.36%
0.26%
$3.995M
17,521 shares@ $228.02 avg price
KMIKinder Morgan Inc
Recent Activity
New Position
0.26%
$3.888M
141,900 shares@ $27.4 avg price