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Evan J. Lynch

@Lynch & Associates In

Latest period2024 - Q4ReportedManaged Assets$460.882MTotal 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

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
DFSDiscover Finl Svcs
Recent Activity
Decreased -26.14%
0.81%
$3.705M
21,387 shares@ $173.23 avg price
DISWalt Disney Co
Recent Activity
Decreased -1.74%
0.78%
$3.551M
31,887 shares@ $111.36 avg price
DUKDuke Energy Corp
Recent Activity
Decreased -0.7%
0.74%
$3.38M
31,370 shares@ $107.75 avg price
MMM3m Company
Recent Activity
Increased 0.38%
0.73%
$3.32M
25,719 shares@ $129.1 avg price
USBU S Bancorp
Recent Activity
Increased 2.02%
0.7%
$3.218M
67,281 shares@ $47.84 avg price
BABoeing Co
Recent Activity
Decreased -9.43%
0.7%
$3.192M
18,035 shares@ $177.0 avg price
DOWDow Inc
Recent Activity
Decreased -14.98%
0.58%
$2.662M
66,330 shares@ $40.14 avg price
VVisa Inc Com
Recent Activity
Increased 9.71%
0.54%
$2.455M
7,767 shares@ $316.05 avg price
HDHome Depot Inc
Recent Activity
Increased 5.04%
0.53%
$2.409M
6,193 shares@ $388.99 avg price
PFEPfizer Inc
Recent Activity
Decreased -4.07%
0.52%
$2.381M
89,748 shares@ $26.54 avg price