Adventist Health System Sunbelt Healthcare Corp - Terry D Shaw

Adventist Health System Sunbelt Healthcare Corp a Portfolio Activity as reported in the most recent 13F form published on Jun 30, 2024
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Terry D Shaw

Terry D Shaw
Adventist Health System Sunbelt Healthcare Corp

Hedge Fund Manager
Ranked #184 out of 487 Hedge Fund Managers

Portfolio Gain

+63.39%
Since Jan 2016

Sharpe Ratio

1.71
Average Hedge Fund Sharpe: 1.48991

Hedge Fund Net Worth

$1.99B
Terry D Shaw manages more assets than 52% of other Hedge Fund Managers
Total assets under management as reported to the SEC

Average Return

+8.60%
A Hedge Fund's portfolio is comprised of data made available by the SEC

Portfolio Breakdown by Sector

PortfolioBreakdown
98.16% General
A breakdown of Adventist Health System Sunbelt Healthcare Corp's portfolio by sector

Adventist Health System Sunbelt Healthcare Corp Portfolio Activity

Company Name
Action
Sector
Average Price in Last QTR
Gain Since Last Filing
Holding Change
Value Reported
% of Portfolio
iShares Core MSCI Total International Stock ETF
Reduced
General
$67.55
($64.92-$70.18)
+2.86%
-19.51%
200.14M
10.05%
Schwab US TIPS ETF
Reduced
General
$25.81
($25.46-$26.16)
+2.25%
-64.06%
11.17M
0.55%
SPDR Portfolio High Yield Bond ETF
Reduced
General
$23.09
($22.82-$23.36)
+6.01%
-1.80%
251.91M
12.24%
GraniteShares Bloomberg Commodity Broad Strategy No K-1 ETF
Reduced
General
$20.74
($19.89-$21.59)
-1.52%
-0.74%
820.14K
0.04%
BondBloxx USD High Yield Bond Energy Sector ETF
Added
General
$38.88
($38.44-$39.32)
+3.12%
+114.96%
69.90M
3.39%
iShares Gold Trust Micro ETF of Benef Interest
Added
General
$23.29
($22.25-$24.32)
+12.72%
+6.62%
155.93M
7.83%
BondBloxx USD High Yield Bond Financial & REIT Sector ETF
Added
General
$36.73
($36.40-$37.07)
+5.51%
+17.20%
37.74M
1.84%
iShares JP Morgan USD Emerging Markets Bond ETF
Added
General
$88.17
($86.40-$89.95)
+5.74%
+133.79%
253.06M
12.43%
iShares Core S&P 500 ETF
Reduced
General
$524.77
($496.30-$553.25)
+10.36%
-54.38%
74.18M
3.71%
JPMorgan USD Emerging Markets Sovereign Bond ETF
Reduced
General
$38.51
($37.82-$39.20)
+4.45%
-10.01%
496.98M
24.32%
See a list of Adventist Health System Sunbelt Healthcare Corp's holdings, as reported to the SEC on Jun 30, 2024. Click on any holding to see more details

Measured Performance

Compare Adventist Health System Sunbelt Healthcare Corp's performance with other Hedge Funds and the S&P 500

Adventist Health System Sunbelt Healthcare Corp activity FAQ

What is Adventist Health System Sunbelt Healthcare Corp’s portfolio gain since Jun 2013?
Adventist Health System Sunbelt Healthcare Corp’s portfolio gain since Jun 2013 was 63.39%.
    What is Adventist Health System Sunbelt Healthcare Corp’s Sharpe Ratio?
    Adventist Health System Sunbelt Healthcare Corp’s Sharpe Ratio is 1.71.
      What is Adventist Health System Sunbelt Healthcare Corp’s portfolio value?
      Adventist Health System Sunbelt Healthcare Corp’s portfolio value is $1.99B.
        What is Adventist Health System Sunbelt Healthcare Corp’s average return since the fund’s last 13F filing?
        Adventist Health System Sunbelt Healthcare Corp’s average return since the fund’s last 13F filing is 7.60%.
          What was Adventist Health System Sunbelt Healthcare Corp’s average return in the last 12 months?
          Adventist Health System Sunbelt Healthcare Corp’s average return in the last 12 months was 19.80%.
            What was Adventist Health System Sunbelt Healthcare Corp’s average return in the last 3 years?
            Adventist Health System Sunbelt Healthcare Corp’s average return in the last 3 years was 8.60%.
              When was the most recent most recent 13F form submitted by Adventist Health System Sunbelt Healthcare Corp?
              Adventist Health System Sunbelt Healthcare Corp's most recent 13F form was submitted on Jun 30, 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 Terry D Shaw Net Worth?
                  Terry D Shaw is Managing Adventist Health System Sunbelt Healthcare Corp which has a net worth of $1.99B.
                    TipRanks & Hedge Funds: TipRanks measures the performance of Terry D Shaw 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.

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                    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.