Shotwell Rutter Baer Inc 13F annual report

Shotwell Rutter Baer Inc is an investment fund managing more than $49.3 billion ran by Aryn Sands. There are currently 7 companies in Sands’s portfolio. The largest investments include American Centy Etf Tr and Dimensional Etf Trust, together worth $44.6 billion.

$49.3 billion Assets Under Management (AUM)

As of 3rd April 2024, Shotwell Rutter Baer Inc’s top holding is 409,284 shares of American Centy Etf Tr currently worth over $28.2 billion and making up 57.1% of the portfolio value. In addition, the fund holds 559,060 shares of Dimensional Etf Trust worth $16.4 billion. The third-largest holding is Ishares Tr worth $3.17 billion and the next is White Mtns Ins Group Ltd worth $522 million, with 300 shares owned.

Currently, Shotwell Rutter Baer Inc's portfolio is worth at least $49.3 billion. The total portfolio value may be much higher due to cash assets that are not publicly disclosed such as fixed income, real estate, or cash equivalents.

Careers at Shotwell Rutter Baer Inc

The Shotwell Rutter Baer Inc office and employees reside in Lansing, Michigan. According to the last 13-F report filed with the SEC, Aryn Sands serves as the Agent at Shotwell Rutter Baer Inc.

Recent trades

In the most recent 13F filing, Shotwell Rutter Baer Inc revealed that it had opened a new position in Illinois Tool Wks Inc and bought 1,104 shares worth $290 million.

The investment fund also strengthened its position in Dimensional Etf Trust by buying 3,183 additional shares. This makes their stake in Dimensional Etf Trust total 559,060 shares worth $16.4 billion.

On the other hand, there are companies that Shotwell Rutter Baer Inc is getting rid of from its portfolio. Shotwell Rutter Baer Inc closed its position in Vanguard Index Fds on 10th April 2024. It sold the previously owned 71,012 shares for $16.8 billion. Aryn Sands also disclosed a decreased stake in American Centy Etf Tr by approximately 0.1%. This leaves the value of the investment at $28.2 billion and 409,284 shares.

One of the smallest hedge funds

The two most similar investment funds to Shotwell Rutter Baer Inc are Cohen & Steers, Inc and Varde Management, L.P.. They manage $49.4 billion and $49.2 billion respectively.

The complete list of Shotwell Rutter Baer Inc trades based on 13F SEC filings

These positions were updated on April 10th based on the fund’s latest 13F filing. Quickly find out what the most recently closed or increased positions are.

Security	Shares Owned	Value	Allocation
Vanguard Index Fds	Closed 71,012	$16,837,697,000
American Centy Etf Tr	0.28% 409,284	$28,150,051,000	57.07%
Vanguard Tax-managed Fds	Closed 155,970	$7,419,480,000
Vanguard Scottsdale Fds	Closed 289,462	$20,593,615,000
Dimensional Etf Trust	0.57% 559,060	$16,440,278,000	33.33%
Vanguard Malvern Fds	Closed 78,994	$3,767,233,000
Pimco Etf Tr	Closed 50,596	$2,670,457,000
Ishares Tr	Closed 68,146	$4,346,605,000
Spdr Ser Tr	Closed 51,658	$1,455,922,000
Ishares Tr	2.30% 45,524	$3,172,509,000	6.43%
Nushares Etf Tr	Closed 33,880	$1,237,869,000
White Mtns Ins Group Ltd	31.51% 300	$521,868,000	1.06%
Vanguard World Fd	Closed 6,526	$413,357,000
International Business Machs	0.10% 1,999	$378,417,000	0.77%
Ishares Inc	0.95% 11,245	$369,848,000	0.75%
Illinois Tool Wks Inc	Opened 1,104	$289,960,000	0.59%
Procter And Gamble Co	Closed 1,457	$219,424,000
No transactions found
Showing first 500 out of 17 holdings