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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
IJRIshares Core S&p Small-cap Etf
Recent Activity
Exited
0%
$232,750
1,990 shares@ $116.96 avg price
SLFSun Life Financial Inc
Recent Activity
Exited
0%
$230,339
3,970 shares@ $58.02 avg price
DEODiageo Plc Sponsored Adr
Recent Activity
Exited
0%
$225,947
1,610 shares@ $140.34 avg price
9886⤦Spirit Services Co. - Class B
Recent Activity
Exited
0%
$223,388
1,150 shares@ $194.26 avg price
FNFFidelity National Financial In
Recent Activity
Exited
0%
$221,865
3,575 shares@ $62.07 avg price
ELVElevance Health Inc
Recent Activity
Exited
0%
$221,000
425 shares@ $520.0 avg price
ERIEErie Indemnity Co
Recent Activity
Exited
0%
$218,627
405 shares@ $539.82 avg price
IFFInternational Flavors & Fragra
Recent Activity
Exited
0%
$204,509
1,949 shares@ $104.94 avg price
HPQHp Inc
Recent Activity
Exited
0%
$200,047
5,577 shares@ $35.88 avg price
NOKNokia Oyj Sponsored Adr
Recent Activity
Exited
0%
$50,198
11,487 shares@ $4.37 avg price