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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
TSMTsmc
Recent Activity
Decreased -17.38%
0.1%
$666,331
3,374 shares@ $197.49 avg price
IAUIshares Gold Trust
Recent Activity
Decreased -87.69%
0.1%
$658,037
13,291 shares@ $49.51 avg price
STZConstellation Brands Inc
Recent Activity
Decreased -7.78%
0.09%
$578,357
2,617 shares@ $221.0 avg price
GEGeneral Electric Co
Recent Activity
Decreased -1.06%
0.08%
$558,079
3,346 shares@ $166.79 avg price
CATCaterpillar Inc
Recent Activity
Decreased -6.47%
0.07%
$502,785
1,386 shares@ $362.76 avg price
KMBKimberly-clark Cp
Recent Activity
Decreased -3.27%
0.07%
$449,205
3,428 shares@ $131.04 avg price
VEUVanguard Etf Usa
Recent Activity
Decreased -9.83%
0.07%
$438,325
7,635 shares@ $57.41 avg price
ICEIntercontinental Exchange
Recent Activity
Decreased -50.07%
0.06%
$412,162
2,766 shares@ $149.02 avg price
PLTRPalantir Technologies Inc
Recent Activity
Decreased -25.05%
0.06%
$396,755
5,246 shares@ $75.64 avg price
KLACKla Corp
Recent Activity
Decreased -2.27%
0.06%
$378,702
601 shares@ $630.12 avg price