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David Seiglie

@Grove Bank & Trust

Latest period2024 - Q4ReportedManaged Assets$720.475MTotal holdings787
Assets growth rate6.43%Assets growth rate (2-Q avg)7.55%Continuous growth in asset value5 quarters

Portfolio positions

This chart displays the top 10 holdings in Grove Bank & Trust's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 787 positions.

Assets under management

The assets under management (AUM) of Grove Bank & Trust over the past 10 years (40 quarters) show continuous growth in total asset value over the last 5 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 720.475M in assets, with a quarterly growth rate of 6.43% and a 2-quarter average growth rate of 7.55%. The portfolio is managed by David Seiglie, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
IRTIndependence Realty Trust Inc
Recent Activity
New Position
1.06%
$7.636M
384,900 shares@ $19.84 avg price
CSGPCostar Group Inc
Recent Activity
New Position
0.14%
$987,298
13,791 shares@ $71.6 avg price
TELTe Connectivity Plc
Recent Activity
New Position
0.12%
$813,499
5,690 shares@ $142.97 avg price
RDDTReddit Inc
Recent Activity
New Position
0.06%
$384,084
2,350 shares@ $163.44 avg price
WBSWebster Financial Corp
Recent Activity
New Position
0.02%
$104,973
1,901 shares@ $55.22 avg price
IWBBlackrock Fund Advisors
Recent Activity
New Position
0.01%
$71,520
222 shares@ $322.17 avg price
BSVVanguard Group
Recent Activity
New Position
0.01%
$66,452
860 shares@ $77.27 avg price
RIVNRivian Automotive Inc
Recent Activity
New Position
0.01%
$62,244
4,680 shares@ $13.3 avg price
IBITBlackrock Fund Advisors
Recent Activity
New Position
0.01%
$47,480
895 shares@ $53.06 avg price
PKWInvesco Capital Management Llc
Recent Activity
New Position
0.01%
$34,539
300 shares@ $115.13 avg price