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Eric Kauders, Jr.

@Old Point Trust & Financial Services N A

Latest period2024 - Q3ReportedManaged Assets$278.38MTotal holdings330
Assets growth rate7.99%Assets growth rate (2-Q avg)0.86%Continuous growth in asset value1 quarters

Portfolio positions

This chart displays the top 10 holdings in Old Point Trust & Financial Services N A's 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 330 positions.

Assets under management

The assets under management (AUM) of Old Point Trust & Financial Services N A 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 - Q3, they manage 278.38M in assets, with a quarterly growth rate of 7.99% and a 2-quarter average growth rate of 0.86%. The portfolio is managed by Eric Kauders, Jr., and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
MSFTMicrosoft Corp
Recent Activity
Decreased -2.51%
5.95%
$16.552M
38,467 shares@ $430.31 avg price
AAPLApple Inc
Recent Activity
Decreased -2.13%
4.41%
$12.254M
52,591 shares@ $233.0 avg price
PGProcter & Gamble Co.
Recent Activity
Decreased -0.9%
3.57%
$9.929M
57,326 shares@ $173.2 avg price
ACNAccenture Plc Cl A
Recent Activity
Decreased -11.26%
3.08%
$8.57M
24,246 shares@ $353.48 avg price
JNJJohnson & Johnson
Recent Activity
Decreased -0.22%
2.94%
$8.184M
50,499 shares@ $162.07 avg price
RTXRtx Corporation
Recent Activity
Decreased -1.26%
2.93%
$8.13M
67,100 shares@ $121.16 avg price
COPConocophillips
Recent Activity
Decreased -0.26%
2.9%
$8.046M
76,421 shares@ $105.29 avg price
AMGNAmgen Inc
Recent Activity
Decreased -3.02%
2.88%
$8.01M
24,859 shares@ $322.21 avg price
BXBlackstone Inc
Recent Activity
Decreased -1.34%
2.85%
$7.933M
51,805 shares@ $153.14 avg price
TFCTruist Financial Corp
Recent Activity
Decreased -6.05%
2.63%
$7.304M
170,784 shares@ $42.77 avg price