WENDELL DAVID Overview
Wendell David Associates Inc is an investment advisor that manages 738.1 MM dollars in regulatory AUM and has 7 employees, of which 6 perform investment advisory functions.
The manager's has disclosed holdings from 03/31/01 to 09/30/21. The fund's latest filing disclosed 897MM in positions, representing 122% of the manager's regulatory AUM.
The manager's has disclosed holdings from 03/31/01 to 09/30/21. The fund's latest filing disclosed 897MM in positions, representing 122% of the manager's regulatory AUM.
WENDELL DAVID StockAlpha
| Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
WENDELL DAVID Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| AAPL | 5.65% | Tech | 6.16% | -0.37% | 0 | 39% | ||
| MA | 5.43% | Tech | 4.68% | -0.39% | 0 | 28% | ||
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FEATURED IN
WENDELL DAVID Founders and Key Employees
| Name | Title | In Position Since |
|---|
| Karen &. Wendell | Chairman, Treasurer & Chief Compliance Officer | July-1998 |
| Jane K. Barr | Executive Vice President | May-1994 |
| Peter J. Boland | Senior Vice President | October-2005 |
| Reid V. Smith | Vice President | March-2007 |
| Kathryn E. Shea | Junior Vice President & Secretary | November-2012 |
| William H. Mitchell | President | March-2011 |
WENDELL DAVID Brokers, Custodians, Auditors and Administrators
| Type | Company |
|---|
WENDELL DAVID Investment Strategy
WENDELL DAVID Portfolio Concentration
WENDELL DAVID Location
2ND FLOOR
325 CORPORATE DRIVE
PORTSMOUTH, New Hampshire
UNITED STATES, 03801
325 CORPORATE DRIVE
PORTSMOUTH, New Hampshire
UNITED STATES, 03801
WENDELL DAVID Contact Information
Phone Number: 603-427-0200
Fax Number: 603-433-3013
Website: http://www.davidwendell.com
Fax Number: 603-433-3013
Website: http://www.davidwendell.com
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