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Pamela A. Minnick

@Fulton Bank, N.a.

Latest period2024 - Q4ReportedManaged Assets$2.594BTotal holdings665
Assets growth rate-0.96%Assets growth rate (2-Q avg)2.49%Continuous growth in asset value0 quarters

Portfolio positions

This chart displays the top 10 holdings in Fulton Bank, N.a.'s 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 665 positions.

Assets under management

The assets under management (AUM) of Fulton Bank, N.a. 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 2.594B in assets, with a quarterly growth rate of -0.96% and a 2-quarter average growth rate of 2.49%. The portfolio is managed by Pamela A. Minnick, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
MRKMerck & Co Inc
Recent Activity
Decreased -0.71%
0.28%
$7.105M
71,424 shares@ $99.48 avg price
JNJJohnson & Johnson
Recent Activity
Increased 7.77%
0.27%
$6.877M
47,550 shares@ $144.62 avg price
SOXXIshares Tr
Recent Activity
Decreased -2.24%
0.27%
$6.844M
31,762 shares@ $215.49 avg price
GICIXGoldman Sachs Tr
Recent Activity
Increased 0.64%
0.27%
$6.808M
555,282 shares@ $12.27 avg price
MISIXVictory Portfolios
Recent Activity
Decreased -0.4%
0.27%
$6.778M
456,420 shares@ $14.86 avg price
IBMInternational Business Machs
Recent Activity
Decreased -13.79%
0.26%
$6.744M
30,677 shares@ $219.83 avg price
VZVerizon Communications Inc
Recent Activity
Decreased -6.24%
0.26%
$6.659M
166,522 shares@ $39.99 avg price
BACBank America Corp
Recent Activity
Decreased -3.39%
0.26%
$6.547M
148,975 shares@ $43.95 avg price
URIUnited Rentals Inc
Recent Activity
Decreased -7.73%
0.25%
$6.47M
9,184 shares@ $704.44 avg price
XOMExxon Mobil Corp
Recent Activity
Increased 20.71%
0.23%
$5.914M
54,975 shares@ $107.57 avg price