Jordan Pitts
@Moody National Bank Trust Division
Latest period2024 - Q4ReportedManaged Assets$956.178MTotal holdings478
Assets growth rate2.37%Assets growth rate (2-Q avg)-12.51%Continuous growth in asset value1 quarters
Portfolio positions
This chart displays the top 10 holdings in Moody National Bank Trust Division's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 478 positions.
Assets under management
The assets under management (AUM) of Moody National Bank Trust Division over the past 10 years (40 quarters) show continuous growth in total asset value over the last 1 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 956.178M in assets, with a quarterly growth rate of 2.37% and a 2-quarter average growth rate of -12.51%. The portfolio is managed by Jordan Pitts, and others.
Portfolio holdings
Investment | Portfolio % | Reported Value | Recent Activity |
---|---|---|---|
NVONovo Holdings A S
| 0% | $222,542 1,869 shares@ $119.08 avg price | Exited |
PLMRPalomar Holdings Inc
| 0% | $222,475 2,350 shares@ $94.68 avg price | Exited |
RBCRbc Bearings Inc
| 0% | $215,554 720 shares@ $299.39 avg price | Exited |
PLNTPlanet Fitness Inc
| 0% | $212,715 2,619 shares@ $81.22 avg price | Exited |
PPGPpg Industries Inc
| 0% | $206,903 1,562 shares@ $132.47 avg price | Exited |
EBAYEbay Inc
| 0% | $204,185 3,136 shares@ $65.12 avg price | Exited |