Institutional investor · Portfolio as of Q1 2024
Quarterly Portfolio Change
GLENMEDE TRUST CO NA manages $19.9B across 1339 positions as of Q1 2024. Top holdings: MSFT (3.8%), AAPL (3.5%), VOO (3.1%). Fund DNA: Steady Compounder. HoldingsIntel Rating: 2/5.0.
Active quarter - 102 new positions, 57 exits, 524 increased. Top move: AAPL (INCREASED, conviction 58). Portfolio: $19.9B across 1339 positions.
Top holdings by portfolio weight
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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