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LEIGH ANN YOUNG

@Central Bank & Trust Co

Latest period2024 - Q4ReportedManaged Assets$660.649MTotal holdings180
Assets growth rate-8.92%Assets growth rate (2-Q avg)-4.03%Continuous growth in asset value0 quarters

Portfolio positions

This chart displays the top 10 holdings in Central Bank & Trust Co's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 180 positions.

Assets under management

The assets under management (AUM) of Central Bank & Trust Co 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 660.649M in assets, with a quarterly growth rate of -8.92% and a 2-quarter average growth rate of -4.03%. The portfolio is managed by LEIGH ANN YOUNG, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
BBEUJp Morgan Beta
Recent Activity
Exited
0%
$285,018
4,572 shares@ $62.34 avg price
IYHIshs Dow Jones Hlth
Recent Activity
Exited
0%
$269,165
4,141 shares@ $65.0 avg price
VZVerizon Communicatin
Recent Activity
Exited
0%
$252,709
5,627 shares@ $44.92 avg price
SLADXSelected American Sh
Recent Activity
Exited
0%
$221,282
5,168 shares@ $42.82 avg price
BIIBBiogen Inc
Recent Activity
Exited
0%
$202,563
1,045 shares@ $193.85 avg price
YACKXAmg Yack Fund
Recent Activity
Exited
0%
$200,680
7,867 shares@ $25.51 avg price