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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
FGDFirst Trust Dow Jones Global S
Recent Activity
Increased 20.23%
0.35%
$9.351M
420,476 shares@ $22.24 avg price
AMTAmerican Tower Corporation Rei
Recent Activity
Increased 5.57%
0.33%
$8.918M
48,622 shares@ $183.41 avg price
LLYLilly (eli) & Company
Recent Activity
Increased 0.33%
0.33%
$8.829M
11,437 shares@ $772.0 avg price
HCAHca Healthcare Inc
Recent Activity
Increased 6.46%
0.33%
$8.786M
29,273 shares@ $300.16 avg price
HALHalliburton Company
Recent Activity
Increased 1.3%
0.31%
$8.217M
302,214 shares@ $27.2 avg price
FANGDiamondback Energy Inc
Recent Activity
Increased 11.26%
0.28%
$7.418M
45,281 shares@ $163.83 avg price
FIXDFirst Tr Tcw Opportunistic Fix
Recent Activity
Increased 19.02%
0.26%
$6.959M
161,948 shares@ $42.98 avg price
BIVVanguard Intermediate-term Bon
Recent Activity
Increased 12.14%
0.17%
$4.45M
59,553 shares@ $74.74 avg price
METAMeta Platforms Inc Class A
Recent Activity
Increased 8.83%
0.16%
$4.132M
7,057 shares@ $585.51 avg price
VEAVanguard Ftse Developed Market
Recent Activity
Increased 12.32%
0.16%
$4.102M
85,786 shares@ $47.83 avg price