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ESL Trust Services, LLC - Susan M. Herendeen
ESL Trust Services, LLC a Portfolio Activity as reported in the most recent 13F form published on Mar 31, 2024
32 Followers
Susan M. Herendeen ESL Trust Services, LLC
Hedge Fund Manager
Ranked #220 out of 487 Hedge Fund Managers
Portfolio Gain
+48.05%
Since Jan 2016
Sharpe Ratio
1.28
Average Hedge Fund Sharpe: 1.48991
Hedge Fund Net Worth
$382.00M
Susan M. Herendeen manages more assets than 18% of other Hedge Fund Managers
Total assets under management as reported to the SEC
Average Return
+10.56%
A Hedge Fund's portfolio is comprised of data made available by the SEC
Portfolio Breakdown by Sector
98.10% General
0.42% Technology
0.18% Healthcare
0.10% Consumer Defensive
0.09% Financial
0.06% Industrial Goods
0.06% Real Estate
0.06% Communication Services
0.04% Utilities
0.04% Consumer Cyclical
0.03% Basic Materials
0.02% Energy
A breakdown of ESL Trust Services, LLC's portfolio by sector
ESL Trust Services, LLC Portfolio Activity
IQ Merger Arbitrage ETF
Reduced
General
$31.39
($30.82-$31.96)
+1.65%
-15.97%
260.43K
0.07%
iShares Core S&P 500 ETF
Reduced
General
$497.90
($468.65-$527.15)
+5.31%
-8.96%
56.47M
14.74%
iShares MSCI EAFE ETF
Reduced
General
$76.32
($72.58-$80.06)
+1.33%
-1.71%
804.35K
0.21%
iShares Russell 1000 Growth ETF
Reduced
General
$317.31
($293.79-$340.83)
+7.44%
-1.05%
478.61K
0.13%
AT&T
New
Communication Services
$17.15
($16.15-$18.16)
+12.07%
+100.00%
39.41K
<0.01%
Abbott Laboratories
New
Healthcare
$115.38
($109.11-$121.64)
-9.31%
+100.00%
56.83K
0.01%
AbbVie
New
Healthcare
$168.65
($154.41-$182.89)
-3.61%
+100.00%
58.27K
0.01%
Avantis International Equity ETF
Added
General
$60.90
($57.97-$63.84)
+1.78%
+0.20%
40.78M
10.48%
Alphabet Class C
New
Communication Services
$143.38
($131.55-$155.20)
+17.95%
+100.00%
86.03K
0.02%
Altria Group
New
Consumer Defensive
$42.13
($39.25-$45.00)
+15.85%
+100.00%
56.71K
0.01%
See a list of ESL Trust Services, LLC's holdings, as reported to the SEC on Mar 31, 2024. Click on any holding to see more details
Measured Performance
Compare ESL Trust Services, LLC's performance with other Hedge Funds and the S&P 500
ESL Trust Services, LLC activity FAQ
What is ESL Trust Services, LLC’s portfolio gain since Jun 2013?
ESL Trust Services, LLC’s portfolio gain since Jun 2013 was 48.05%.
What is ESL Trust Services, LLC’s Sharpe Ratio?
ESL Trust Services, LLC’s Sharpe Ratio is 1.28.
What is ESL Trust Services, LLC’s portfolio value?
ESL Trust Services, LLC’s portfolio value is $382.00M.
What is ESL Trust Services, LLC’s average return since the fund’s last 13F filing?
ESL Trust Services, LLC’s average return since the fund’s last 13F filing is 3.99%.
What was ESL Trust Services, LLC’s average return in the last 12 months?
ESL Trust Services, LLC’s average return in the last 12 months was 15.74%.
What was ESL Trust Services, LLC’s average return in the last 3 years?
ESL Trust Services, LLC’s average return in the last 3 years was 10.56%.
When was the most recent most recent 13F form submitted by ESL Trust Services, LLC?
ESL Trust Services, LLC's most recent 13F form was submitted on Mar 31, 2024.
who are the best performing hedge funds?
Head over to our Expert Center to see a list of the Top Hedge Fund Managers and follow the top hedge fund managers of your choice. Visit their profiles for more details about their holdings and see how they perform on a stock-by-stock basis.
What is Susan M. Herendeen Net Worth?
Susan M. Herendeen is Managing ESL Trust Services, LLC which has a net worth of $382.00M.
TipRanks & Hedge Funds: TipRanks measures the performance of Susan M. Herendeen and other hedge fund managers based on information submitted to the SEC. Any hedge fund managing over $100M is required to submit a 13F form to the SEC which lists their current holdings at the end of each fiscal quarter. TipRanks uses this information to determine how each hedge fund performed in comparison to other hedge funds and to the S&P 500. Top Hedge Funds are determined by those that generate the highest return based on their stock portfolio.
Disclosure on Hedge Fund Expert Ranking:
We only track and measure hedge fund managers based on their long positions on stocks and ETFs. Our ranking excludes:
1. Hedge funds that manage stocks of more than 1,500 different companies
2. Hedge funds with a portfolio turnover of over 50% from the previous quarter
3. Securities are not stocks, such as warrants, units, stock options (calls and puts), international investments, swaps, short positions, etc.
Disclosure on Hedge Fund Expert Ranking:
We only track and measure hedge fund managers based on their long positions on stocks and ETFs. Our ranking excludes:
1. Hedge funds that manage stocks of more than 1,500 different companies
2. Hedge funds with a portfolio turnover of over 50% from the previous quarter
3. Securities are not stocks, such as warrants, units, stock options (calls and puts), international investments, swaps, short positions, etc.