John Chandler

@City Holding Co

Latest period2024 - Q4

Reported3d ago

Managed Assets$705.591M

Total holdings468

Assets growth rate-2.06%

Assets growth rate (2-Q avg)2.22%

Continuous growth in asset value0 quarters

Portfolio positions

This chart displays the top 10 holdings in City Holding Co's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 468 positions.

Assets under management

The assets under management (AUM) of City Holding Co over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 705.591M in assets, with a quarterly growth rate of -2.06% and a 2-quarter average growth rate of 2.22%. The portfolio is managed by John Chandler, and others.

Portfolio holdings

Current New Position Increased Decreased Exited

Investment	Portfolio %	Reported Value	Recent Activity
SHYGI Shares 0-5yr High Yield Corp Bd Recent Activity Increased 10.19%	0.63%	$4.393M 103,107 shares@ $42.61 avg price	Increased 10.19%
VOVanguard Index Fds Mid Cap Etf Recent Activity Increased 4.31%	0.62%	$4.357M 16,495 shares@ $264.13 avg price	Increased 4.31%
LINLinde Plc Shs Recent Activity Increased 0.69%	0.61%	$4.282M 10,227 shares@ $418.65 avg price	Increased 0.69%
XLFSelect Sector Spdr Tr Sbi Int-finl Recent Activity Increased 3.37%	0.59%	$4.124M 85,335 shares@ $48.33 avg price	Increased 3.37%
QQQInvesco Qqq Tr Unit Ser 1 Recent Activity Increased 10.17%	0.59%	$4.115M 8,049 shares@ $511.2 avg price	Increased 10.17%
EEMIshares Tr Index Msci Emerg Mkt Recent Activity Increased 9.59%	0.58%	$4.061M 97,140 shares@ $41.81 avg price	Increased 9.59%
NEENextera Energy Inc Com Recent Activity Increased 4.54%	0.55%	$3.848M 53,675 shares@ $71.69 avg price	Increased 4.54%
VTIVanguard Total Stock Market Etf Recent Activity Increased 0.08%	0.54%	$3.78M 13,043 shares@ $289.8 avg price	Increased 0.08%
IWNIshares Tr Index Rusl 2000 Valu Recent Activity Increased 3.47%	0.54%	$3.751M 22,850 shares@ $164.17 avg price	Increased 3.47%
IWSIshares Tr Russell Mcp Vl Recent Activity Increased 3.44%	0.49%	$3.442M 26,616 shares@ $129.34 avg price	Increased 3.44%