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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
MDTMedtronic Plc
Recent Activity
Decreased 0%
0.39%
$10.59M
132,573 shares@ $79.88 avg price
CVSCvs Health Corporation
Recent Activity
Decreased -4.02%
0.39%
$10.453M
232,852 shares@ $44.89 avg price
FTGSFirst Trust Growth Strength Et
Recent Activity
Decreased -0.55%
0.38%
$10.239M
326,071 shares@ $31.4 avg price
PEPPepsico Inc
Recent Activity
Decreased -7.07%
0.36%
$9.664M
63,555 shares@ $152.06 avg price
MCKMckesson Corporation
Recent Activity
Decreased -7.69%
0.36%
$9.604M
16,852 shares@ $569.91 avg price
ADPAutomatic Data Processing Inc
Recent Activity
Decreased -1.76%
0.35%
$9.447M
32,271 shares@ $292.74 avg price
CORCencora Inc
Recent Activity
Decreased -4.43%
0.33%
$8.773M
39,046 shares@ $224.68 avg price
BDXBecton Dickinson & Co
Recent Activity
Decreased -5.32%
0.31%
$8.432M
37,167 shares@ $226.87 avg price
EMREmerson Electric Company
Recent Activity
Decreased -1.58%
0.29%
$7.751M
62,546 shares@ $123.93 avg price
VNQVanguard Real Estate Etf
Recent Activity
Decreased -39.58%
0.27%
$7.343M
82,434 shares@ $89.09 avg price