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J. Bradley Zellar

@Park National Corp Oh

Latest period2024 - Q4ReportedManaged Assets$2.729BTotal holdings287
Assets growth rate-4.43%Assets growth rate (2-Q avg)0.57%Continuous growth in asset value0 quarters

Portfolio positions

This chart displays the top 10 holdings in Park National Corp Oh's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 287 positions.

Assets under management

The assets under management (AUM) of Park National Corp Oh 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 2.729B in assets, with a quarterly growth rate of -4.43% and a 2-quarter average growth rate of 0.57%. The portfolio is managed by J. Bradley Zellar, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
ANETArista Networks Inc
Recent Activity
Exited
0%
$39.385M
102,613 shares@ $383.83 avg price
BLKBlackrock Inc
Recent Activity
Exited
0%
$32.548M
34,279 shares@ $949.51 avg price
TLTEFlexshares Ms Emerging Mkts Fa
Recent Activity
Exited
0%
$417,195
7,308 shares@ $57.09 avg price
DIVOAmplify Cwp Enhanced Dividend
Recent Activity
Exited
0%
$307,401
7,463 shares@ $41.2 avg price
SBUXStarbucks Corporation
Recent Activity
Exited
0%
$281,649
2,889 shares@ $97.5 avg price
PGRProgressive Corporation
Recent Activity
Exited
0%
$261,373
1,030 shares@ $253.77 avg price
AONAon Plc Class A
Recent Activity
Exited
0%
$243,231
703 shares@ $346.0 avg price
RIORio Tinto Plc Sponsored Adr
Recent Activity
Exited
0%
$242,975
3,414 shares@ $71.18 avg price
MNDYMonday Com Ltd
Recent Activity
Exited
0%
$234,438
844 shares@ $277.78 avg price
WCNWaste Connections Inc
Recent Activity
Exited
0%
$232,824
1,302 shares@ $178.83 avg price