David Seiglie

@Grove Bank & Trust

Latest period2024 - Q4

Reported2d ago

Managed Assets$720.475M

Total 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

Current New Position Increased Decreased Exited

Investment	Portfolio %	Reported Value	Recent Activity
TDTTFlexshares Etfs Usa Recent Activity New Position	0.01%	$33,592 1,424 shares@ $23.59 avg price	New Position
GFFGriffon Corp Recent Activity New Position	0.01%	$33,283 467 shares@ $71.27 avg price	New Position
HWCHancock Whitney Corp Recent Activity New Position	0.01%	$30,588 559 shares@ $54.72 avg price	New Position
OHIOmega Healthcare Investors Inc Recent Activity New Position	0.01%	$30,280 800 shares@ $37.85 avg price	New Position
FVFirst Trust Advisors Lp Recent Activity New Position	0.01%	$29,530 500 shares@ $59.06 avg price	New Position
SDVYFirst Trust Etfs Usa Recent Activity New Position	0.01%	$27,246 760 shares@ $35.85 avg price	New Position
FPXFirst Trust Advisors Lp Recent Activity New Position	0.01%	$23,902 200 shares@ $119.51 avg price	New Position
CWSTCasella Waste Systems Inc Recent Activity New Position	0.01%	$23,067 218 shares@ $105.82 avg price	New Position
NXPINxp Semiconductors Nv Recent Activity New Position	0.01%	$21,616 104 shares@ $207.85 avg price	New Position
TDYTeledyne Technologies Inc Recent Activity New Position	0.01%	$21,350 46 shares@ $464.14 avg price	New Position