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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

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
NVONovo Holdings A S
Recent Activity
Exited
0%
$222,542
1,869 shares@ $119.08 avg price
PLMRPalomar Holdings Inc
Recent Activity
Exited
0%
$222,475
2,350 shares@ $94.68 avg price
RBCRbc Bearings Inc
Recent Activity
Exited
0%
$215,554
720 shares@ $299.39 avg price
PLNTPlanet Fitness Inc
Recent Activity
Exited
0%
$212,715
2,619 shares@ $81.22 avg price
PPGPpg Industries Inc
Recent Activity
Exited
0%
$206,903
1,562 shares@ $132.47 avg price
EBAYEbay Inc
Recent Activity
Exited
0%
$204,185
3,136 shares@ $65.12 avg price