DAVENPORT & COMPANY LLC
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DAVENPORT & COMPANY Overview

Davenport & Company Llc is an investment advisor that manages 8.7 BN dollars in regulatory AUM and has 410 employees, of which 262 perform investment advisory functions.

The manager's has disclosed holdings from 03/31/01 to 03/31/21. The fund's latest filing disclosed 11BN in positions, representing 123% of the manager's regulatory AUM.

DAVENPORT & COMPANY StockAlpha

-0.3%
Top 25%
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Fundamental & Technical Factor Exposure

Market Cap Beta Volatility
Momentum (12M) Momentum (6M) Momentum (3M)
Price/Book Price/Earnings Price/Cash Flow
Dividend Yield Sales Growth Earnings Growth
ROE ROA ROC
EBIDTA Margin Debt/Assets Hedge Fund Crowding

DAVENPORT & COMPANY Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
BAM 3.45% Financials 22.75% 0.52% 2 0%
MKL 3.07% Financials 5.85% -0.05% 3 0%
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FEATURED IN
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DAVENPORT & COMPANY Founders and Key Employees

Name Title In Position Since
Michael Sunderland Beall Executive Vp, Director January-1996
Edward Trigg Jr Brown Evp, Director December-1990
Robert Benton Giles Evp, Director January-1978
William David Jr Gorsline Svp, Director March-2002
Lucy Williams Hooper Executive Vp, Director March-2002
Joseph Lee Iii Keiger Svp, Director January-1996
Edward Rigby Jr Lawton Svp, Director April-1986
Robert Francis Mizell Evp, Cfo, Director December-1990
William Martin Jr Noftsinger Svp, Director December-1990
Ann Minornuckols Richmond Svp, Director, Treasurer January-1996
David Peter Rose Svp, Director March-2001
Rodney David Rullman Svp, Director March-1998
Henry Lee Iii Valentine Svp, Director December-1992
David Mckinley West Svp, Director March-1998
Coleman Iii Wortham Chairman, Director March-2013
James Milton Traudt Svp, Director April-2003
John Paul Iv Ackerly Svp, Director March-2004
William Randolph Iv Barksdale Svp, Director March-2004
Richard Edward Iii Dolan Svp, Director March-2004
Kathleen Regina Maccio Holman Evp, Cao, Director March-2004
Richard Walter Iv Jones Svp, Director March-2004
Andrew Joseph Sr Jowdy Svp, Director March-2004
Maura Jane Lavay Svp, Director March-2004
Timothy Stewart Taylor Svp, Director March-2006
Richard Mark Coradi Svp, Director March-2006
Michael Joseph David Kane Svp, Director March-2006
Courtney Edward Rogers Svp, Director March-2006
James Edward Crawley Svp, Director March-2006
Denise Carol Peters Svp, Cco Of Investment Advisory Services January-2007
Sean James Allburn Svp, Director March-2007
David Charles Anderson Svp, Director March-2007
Kenneth Stuart Gregory Svp, Director March-2007
Eugene Massie Jr Valentine Svp, Director March-2007
Edin Nmn Terzimehic Asvp, Rosfp December-2008
Brian Andrew Mccormack Svp, Chief Compliance Officer June-2009
Joseph Walter Paucke Svp, Director March-2010
Kevin George Jr Boll Svp, Director March-2010
George Levin Smith Svp, Director March-2010
Irving Lee Iv Chapman President, Ceo, Director March-2013
Gary Wilson Scott Svp, Director March-2010
Cleighton Lee Jr Hilbert Svp, Director March-2010
William Robertson Beverley Hershey Svp, Director March-2011
Edward Fiscus Iii Cole Svp, Director March-2011
John Garth Vine Svp, Director March-2012
Harrison Moncure Geho Svp, Director March-2013
Hylah Boyd Ballowe Svp Director March-2014
Maureen Ann Gallihugh Svp Director March-2014
Joel Mason Ray Svp Director March-2014
Bradley Lawrence Watson Svp Director March-2014
Theresa J Manderski First Vice President, Aml Compliance Officer October-2014

DAVENPORT & COMPANY Brokers, Custodians, Auditors and Administrators

Type Company
Auditor Pro
Custodian Pro

DAVENPORT & COMPANY Investment Strategy

Methods of Analysis, Investment Strategies and Risk of Loss

Methods of Analysis:
 Fundamental Analysis
 Technical Analysis
 Cyclical
 Charting

The main sources of information used are:
 Davenport's internal research
 Research material prepared by others
 Inspections of corporate activities
 Financial newspapers, magazines and websites

12
 Corporate rating services
 Annual Reports, prospectuses and filings with the U.S. Securities and Exchange Commission
 Company press releases and websites

Investment strategies used to implement investment advice given to clients include:
 Long‐term purchases
 Short‐term purchases
 Trading (securities sold within 30 days)
 Short sales
 Margin transactions
 Option writing, including covered options, uncovered options or spreading ...
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DAVENPORT & COMPANY Portfolio Concentration

DAVENPORT & COMPANY Location

ONE JAMES CENTER
901 EAST CARY STREET, SUITE 1100
 RICHMOND, Virginia
 UNITED STATES, 23219

DAVENPORT & COMPANY Contact Information

Phone Number: 804-780-2000
 Fax Number: 804-549-4339
 Website:

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