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Sandy Ruby

@Community Trust & Investment Co

Latest period2024 - Q4ReportedManaged Assets$1.616BTotal holdings129
Assets growth rate2.53%Assets growth rate (2-Q avg)5.07%Continuous growth in asset value5 quarters

Portfolio positions

This chart displays the top 10 holdings in Community Trust & Investment Co's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 129 positions.

Assets under management

The assets under management (AUM) of Community Trust & Investment Co 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 1.616B in assets, with a quarterly growth rate of 2.53% and a 2-quarter average growth rate of 5.07%. The portfolio is managed by Sandy Ruby, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
DARDarling Ingredients, Inc
Recent Activity
Exited
0%
$7.168M
192,897 shares@ $37.17 avg price
SONSonoco Products Co
Recent Activity
Exited
0%
$916,637
16,779 shares@ $54.64 avg price
DUKDuke Energy Corp
Recent Activity
Exited
0%
$506,398
4,392 shares@ $115.31 avg price
SOSouthern Co
Recent Activity
Exited
0%
$291,823
3,236 shares@ $90.19 avg price
HSYHershey Co
Recent Activity
Exited
0%
$287,670
1,500 shares@ $191.78 avg price
JPSTJpmorgan Ultra Shrt Inc
Recent Activity
Exited
0%
$238,478
4,700 shares@ $50.74 avg price
VOOVanguard S&p 500 Etf (mkt)
Recent Activity
Exited
0%
$211,068
400 shares@ $527.67 avg price
LTCLtc Properties Inc
Recent Activity
Exited
0%
$201,795
5,500 shares@ $36.69 avg price