STEWART & PATTEN Overview
Stewart & Patten Company Llc is an investment advisor that manages 844.5 MM dollars in regulatory AUM and has 6 employees, of which 6 perform investment advisory functions.
The manager's has disclosed holdings from 03/31/01 to 12/31/20. The fund's latest filing disclosed 595MM in positions, representing 70% of the manager's regulatory AUM.
The manager's has disclosed holdings from 03/31/01 to 12/31/20. The fund's latest filing disclosed 595MM in positions, representing 70% of the manager's regulatory AUM.
STEWART & PATTEN StockAlpha
Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
STEWART & PATTEN Since Last Filing Return Details
Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
---|---|---|---|---|---|---|---|---|
MSFT | 5.8% | Tech | 3.19% | 0.19% | 0 | 50% | ||
AAPL | 5.67% | Tech | -8.68% | -0.49% | 0 | 52% | ||
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STEWART & PATTEN Founders and Key Employees
Name | Title | In Position Since |
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Ronald S. Patten | Member, Principal | January-1966 |
Robert M. Gentry | Member, Principal, Cfa | January-2002 |
Lori E. Sherman | Member,Principal, Cfp, Chief Compliance Officer | January-2003 |
STEWART & PATTEN Brokers, Custodians, Auditors and Administrators
Type | Company |
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STEWART & PATTEN Investment Strategy
STEWART & PATTEN Portfolio Concentration
STEWART & PATTEN Location
1 POST STREET, SUITE 850
SAN FRANCISCO, California
UNITED STATES, 94104
SAN FRANCISCO, California
UNITED STATES, 94104
STEWART & PATTEN Contact Information
Phone Number: 415-421-4932
Fax Number: 415-421-0710
Website: http://www.stewartandpatten.com
Fax Number: 415-421-0710
Website: http://www.stewartandpatten.com
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