WELCH GROUP LLC Overview
Welch Group Llc is an investment advisor that manages 743.7 MM dollars in regulatory AUM and has 8 employees, of which 7 perform investment advisory functions.
The manager's has disclosed holdings from 06/30/08 to 12/31/22. The fund's latest filing disclosed 2BN in positions, representing 235% of the manager's regulatory AUM.
The manager's has disclosed holdings from 06/30/08 to 12/31/22. The fund's latest filing disclosed 2BN in positions, representing 235% of the manager's regulatory AUM.
WELCH GROUP LLC StockAlpha
| Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
WELCH GROUP LLC Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| SFBS | 5.28% | Financials | -19.72% | -0.6% | 6 | 1% | ||
| CVX | 3.67% | Energy | -9.51% | -0.13% | 0 | 25% | ||
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FEATURED IN
WELCH GROUP LLC Founders and Key Employees
| Name | Title | In Position Since |
|---|
| Stewart H. Welch | Managing Member | January-1986 |
| Charles G. Weyandt | Chief Compliance Officer | May-2001 |
| Charles H. Smith | Chief Investment Officer | December-2009 |
| Thomas M. Wagner | Senior Investment Adviser | January-2013 |
| Kimberly R. Reynolds | Senior Investment Adviser | January-2013 |
WELCH GROUP LLC Brokers, Custodians, Auditors and Administrators
| Type | Company |
|---|
WELCH GROUP LLC Investment Strategy
Methods of Analysis, Investment Strategies and Risk of Loss
A. The Welch Group may utilize the following methods of security analysis:
Charting - (analysis performed using patterns to identify current trends and trend reversals to forecast the direction of prices)
Fundamental - (analysis performed on historical and present data, with the goal of making financial forecasts)
Technical – (analysis performed on historical and present data, focusing on price and trade volume, to forecast the direction of prices)
Cyclical – (analysis performed on historical relationships between price and market trends, to forecast the direction of prices)
7
The Welch Group may utilize the following investment strategies when implementing investment advice given to clients:
Long Term Purchases (securities held at least a year)
Short Term Purchases (securities sold within a year)
Tradin...
Unlock Full Investment Process Description
A. The Welch Group may utilize the following methods of security analysis:
Charting - (analysis performed using patterns to identify current trends and trend reversals to forecast the direction of prices)
Fundamental - (analysis performed on historical and present data, with the goal of making financial forecasts)
Technical – (analysis performed on historical and present data, focusing on price and trade volume, to forecast the direction of prices)
Cyclical – (analysis performed on historical relationships between price and market trends, to forecast the direction of prices)
7
The Welch Group may utilize the following investment strategies when implementing investment advice given to clients:
Long Term Purchases (securities held at least a year)
Short Term Purchases (securities sold within a year)
Tradin...
Unlock Full Investment Process Description
WELCH GROUP LLC Portfolio Concentration
WELCH GROUP LLC Location
3940 MONTCLAIR RD
FIFTH FLOOR
BIRMINGHAM, Alabama
UNITED STATES, 35213
FIFTH FLOOR
BIRMINGHAM, Alabama
UNITED STATES, 35213
WELCH GROUP LLC Contact Information
Phone Number: 205-879-5001
Fax Number: 205-879-7979
Website: http://www.welchgroup.com
Fax Number: 205-879-7979
Website: http://www.welchgroup.com
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