Institutional investor · Portfolio as of Q3 2023
Quarterly Portfolio Change
GLENMEDE TRUST CO NA manages $17.5B across 1254 positions as of Q3 2023. Top holdings: AAPL (3.9%), MSFT (3.4%), IJR (2.8%). Fund DNA: Steady Compounder. HoldingsIntel Rating: 2/5.0.
Active quarter - 111 new positions, 139 exits, 447 increased. Top move: IJR (INCREASED, conviction 54). Portfolio: $17.5B across 1254 positions.
Top holdings by portfolio weight
Funds with similar investing DNA
Best and worst performing positions by estimated return
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View plansCost basis estimates based on full filing history using quarter-end prices. Actual transaction prices are not disclosed in 13F filings.
Positions with 2+ consecutive quarters of increases - persistent directional conviction.
Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer
Portfolio allocation by GICS sector
Behavioral investing profile