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 12/31/19. The fund's latest filing disclosed 9BN in positions, representing 108% of the manager's regulatory AUM.
The manager's has disclosed holdings from 03/31/01 to 12/31/19. The fund's latest filing disclosed 9BN in positions, representing 108% of the manager's regulatory AUM.
DAVENPORT & COMPANY StockAlpha
| Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
DAVENPORT & COMPANY Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| BAM | 3.56% | Financials | -26.66% | -0.17% | 4 | 9% | ||
| MKL | 3.51% | Financials | -21.93% | -0% | 6 | 11% | ||
|
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FEATURED IN
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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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 ...
Get the Full Report
DAVENPORT & COMPANY Portfolio Concentration
DAVENPORT & COMPANY Location
ONE JAMES CENTER
901 EAST CARY STREET, SUITE 1100
RICHMOND, Virginia
UNITED STATES, 23219
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: http://www.investdavenport.com/howren
Fax Number: 804-549-4339
Website: http://www.investdavenport.com/howren
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