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
SLMSlm Corp Recent Activity New Position	0.01%	$4,275 155 shares@ $27.59 avg price	New Position
TMETencent Holdings Ltd Recent Activity New Position	0.01%	$4,165 367 shares@ $11.35 avg price	New Position
XELXcel Energy Inc Recent Activity New Position	0.01%	$4,119 61 shares@ $67.53 avg price	New Position
TPRTapestry Inc Recent Activity New Position	0.01%	$3,920 60 shares@ $65.34 avg price	New Position
ALSNAllison Transmission Holdings Recent Activity New Position	0.01%	$3,890 36 shares@ $108.06 avg price	New Position
KOFCoca-cola Femsa Sab De Cv Recent Activity New Position	0.01%	$3,817 49 shares@ $77.9 avg price	New Position
INGRIngredion Inc Recent Activity New Position	0.01%	$3,714 27 shares@ $137.56 avg price	New Position
EMEEmcor Group Inc Recent Activity New Position	0.01%	$3,631 8 shares@ $453.88 avg price	New Position
GENGen Digital Inc Recent Activity New Position	0.01%	$3,587 131 shares@ $27.39 avg price	New Position
JLLJones Lang Lasalle Inc Recent Activity New Position	0.01%	$3,544 14 shares@ $253.15 avg price	New Position