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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
AKAMAkamai Technologies Inc
Recent Activity
Decreased -30.02%
0.05%
$1.409M
14,729 shares@ $95.66 avg price
DDDupont De Nemours Inc
Recent Activity
Decreased -14.67%
0.05%
$1.378M
18,068 shares@ $76.25 avg price
BPBp Amoco Plc Adr
Recent Activity
Decreased -33.07%
0.04%
$1.245M
42,109 shares@ $29.56 avg price
BABAAlibaba Group Holding Limited
Recent Activity
Decreased -2.12%
0.04%
$1.172M
13,821 shares@ $84.8 avg price
GISGeneral Mills
Recent Activity
Decreased -1.78%
0.04%
$1.152M
18,068 shares@ $63.77 avg price
NVSNovartis Ag
Recent Activity
Decreased -3.3%
0.04%
$1.152M
11,840 shares@ $97.32 avg price
ALLAllstate Corp
Recent Activity
Decreased -2.37%
0.04%
$1.032M
5,353 shares@ $192.8 avg price
CRLCharles River Labs
Recent Activity
Decreased -77.59%
0.04%
$1.026M
5,556 shares@ $184.61 avg price
XLEEnergy Select Sector Spdr
Recent Activity
Decreased -2.8%
0.03%
$889,151
10,380 shares@ $85.67 avg price
SNOWSnowflake Inc Cl A
Recent Activity
Decreased -62.72%
0.03%
$879,057
5,693 shares@ $154.42 avg price