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Chad Beaty

@Trust Co Of Toledo Na Oh

Latest period2024 - Q4ReportedManaged Assets$762.692MTotal holdings237
Assets growth rate3.21%Assets growth rate (2-Q avg)5.05%Continuous growth in asset value5 quarters

Portfolio positions

This chart displays the top 10 holdings in Trust Co Of Toledo Na Oh's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 237 positions.

Assets under management

The assets under management (AUM) of Trust Co Of Toledo Na Oh over the past 10 years (40 quarters) show continuous growth in total asset value over the last 5 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 762.692M in assets, with a quarterly growth rate of 3.21% and a 2-quarter average growth rate of 5.05%. The portfolio is managed by Chad Beaty, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
KHCKraft Heinz Co The
Recent Activity
Decreased -0.11%
0.05%
$320,920
10,450 shares@ $30.72 avg price
BIIBBiogen Inc
Recent Activity
Decreased -9.16%
0.05%
$307,675
2,012 shares@ $152.92 avg price
CLXClorox Co
Recent Activity
Decreased -7.12%
0.04%
$239,392
1,474 shares@ $162.41 avg price
DOWDow Inc
Recent Activity
Decreased -21.11%
0.03%
$226,935
5,655 shares@ $40.13 avg price
DTEDte Energy Co
Recent Activity
Decreased -2.34%
0.03%
$206,000
1,706 shares@ $120.76 avg price