Evan J. Lynch

@Lynch & Associates In

Latest period2024 - Q4

Reported8d ago

Managed Assets$460.882M

Total holdings116

Assets growth rate-2.56%

Assets growth rate (2-Q avg)2.01%

Continuous growth in asset value0 quarters

Portfolio positions

This chart displays the top 10 holdings in Lynch & Associates In's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 116 positions.

Assets under management

The assets under management (AUM) of Lynch & Associates In over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 460.882M in assets, with a quarterly growth rate of -2.56% and a 2-quarter average growth rate of 2.01%. The portfolio is managed by Evan J. Lynch, and others.

Portfolio holdings

Current New Position Increased Decreased Exited

Investment	Portfolio %	Reported Value	Recent Activity
CINFCincinnati Finl Corp Recent Activity Exited	0%	$768,942 5,649 shares@ $136.13 avg price	Exited
IPInternational Paper Co Recent Activity Exited	0%	$606,749 12,421 shares@ $48.85 avg price	Exited
AFBIAffinity Bancshares Inc Recent Activity Exited	0%	$265,762 12,413 shares@ $21.41 avg price	Exited
DFUSDimensional Us Equity Etf Recent Activity Exited	0%	$202,585 3,257 shares@ $62.2 avg price	Exited
NKENike Inc Recent Activity Exited	0%	$202,460 2,290 shares@ $88.42 avg price	Exited
QQQInvesco Qqq Tr Unit Ser 1 Recent Activity Exited	0%	$200,109 410 shares@ $488.08 avg price	Exited