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
JHIJohn Hancock Investment Management Llc Recent Activity Exited	0%	$7,297 519 shares@ $14.06 avg price	Exited
TECKTeck Cominco Ltd Recent Activity Exited	0%	$6,791 130 shares@ $52.24 avg price	Exited
LYGLloyds Banking Group Plc Recent Activity Exited	0%	$5,919 1,897 shares@ $3.13 avg price	Exited
EEni Recent Activity Exited	0%	$5,395 178 shares@ $30.31 avg price	Exited
IXOrix Corp Recent Activity Exited	0%	$5,338 46 shares@ $116.05 avg price	Exited
VALEVale Sa Recent Activity Exited	0%	$5,244 449 shares@ $11.68 avg price	Exited
TCOMTrip.com Group Ltd Recent Activity Exited	0%	$5,170 87 shares@ $59.43 avg price	Exited
GIBCgi Inc Recent Activity Exited	0%	$4,943 43 shares@ $114.96 avg price	Exited
KBKb Financial Group Inc Recent Activity Exited	0%	$4,693 76 shares@ $61.75 avg price	Exited
PHGKoninklijke Philips Nv Recent Activity Exited	0%	$4,581 140 shares@ $32.73 avg price	Exited