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Jenna Fricke

@Sanibel Captiva Trust Company, Inc.

Latest period2024 - Q4ReportedManaged Assets$3.129BTotal holdings388
Assets growth rate0.14%Assets growth rate (2-Q avg)3.51%Continuous growth in asset value2 quarters

Portfolio positions

This chart displays the top 10 holdings in Sanibel Captiva Trust Company, Inc.'s 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 388 positions.

Assets under management

The assets under management (AUM) of Sanibel Captiva Trust Company, Inc. over the past 10 years (40 quarters) show continuous growth in total asset value over the last 2 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 3.129B in assets, with a quarterly growth rate of 0.14% and a 2-quarter average growth rate of 3.51%. The portfolio is managed by Jenna Fricke, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
KMIKinder Morgan Inc
Recent Activity
New Position
0.01%
$221,913
8,099 shares@ $27.41 avg price
AIGAmerican Intl Group Inc
Recent Activity
New Position
0.01%
$217,162
2,983 shares@ $72.8 avg price
SONYSony Corp
Recent Activity
New Position
0.01%
$205,887
9,730 shares@ $21.17 avg price
SCHBSchwab Us Broad Market
Recent Activity
New Position
0.01%
$204,300
9,000 shares@ $22.7 avg price