DAVIDSON INVESTMENT Overview
Davidson Investment Advisors is an investment advisor that manages 1.9 BN dollars in regulatory AUM and has 24 employees, of which 15 perform investment advisory functions.
The manager's has disclosed holdings from 03/31/01 to 03/31/17. The fund's latest filing disclosed 775MM in positions, representing 41% of the manager's regulatory AUM.
The manager's has disclosed holdings from 03/31/01 to 03/31/17. The fund's latest filing disclosed 775MM in positions, representing 41% of the manager's regulatory AUM.
DAVIDSON INVESTMENT StockAlpha
| Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
DAVIDSON INVESTMENT Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| AAPL | 4.08% | Tech | 1.79% | -0.17% | 0 | 40% | ||
| JPM | 3.54% | Financials | -0.36% | -0.07% | 0 | 38% | ||
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FEATURED IN
DAVIDSON INVESTMENT Founders and Key Employees
| Name | Title | In Position Since |
|---|
| Andrew I. Davidson | President, Director | November-2004 |
| Thomas E. Connaghan | Director | January-2007 |
| Robert J. Froehlich | Director | November-2009 |
| Douglas A. Woodcock | Director | March-2009 |
| Wesley D. Hall | Chief Compliance Officer | October-2012 |
| Edward P. Crotty | Director | January-2013 |
| Brock Loen | Director | January-2014 |
| James P. Kerr | Director, President And Chief Executive Officer Of Parent Company | January-2015 |
DAVIDSON INVESTMENT Brokers, Custodians, Auditors and Administrators
| Type | Company |
|---|
DAVIDSON INVESTMENT Investment Strategy
Methods of Analysis, Investment Strategies and Risk of Loss .......................................... 7
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DAVIDSON INVESTMENT Portfolio Concentration
DAVIDSON INVESTMENT Location
8 THIRD STREET NORTH
GREAT FALLS, Montana
UNITED STATES, 59401-3104
GREAT FALLS, Montana
UNITED STATES, 59401-3104
DAVIDSON INVESTMENT Contact Information
Phone Number: 406-727-6111
Fax Number: 406-791-7385
Website: null
Fax Number: 406-791-7385
Website: null
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