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Anna Jackson

@Eastover Investment Advisors Llc

Latest period2024 - Q4ReportedManaged Assets$213.739MTotal holdings47
Assets growth rate0.1%Assets growth rate (2-Q avg)1.12%Continuous growth in asset value5 quarters

Portfolio positions

This chart displays the top 10 holdings in Eastover Investment Advisors Llc's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 47 positions.

Assets under management

The assets under management (AUM) of Eastover Investment Advisors Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 5 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 213.739M in assets, with a quarterly growth rate of 0.1% and a 2-quarter average growth rate of 1.12%. The portfolio is managed by Anna Jackson, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
RTXRtx Corporation
Recent Activity
Decreased -2.35%
3.39%
$7.245M
62,609 shares@ $115.72 avg price
CCitigroup Inc
Recent Activity
Decreased -2.28%
3.32%
$7.092M
100,752 shares@ $70.4 avg price
LOWLowes Cos Inc
Recent Activity
Decreased -2.21%
3.31%
$7.056M
28,588 shares@ $246.8 avg price
FNFFidelity National Financial
Recent Activity
Decreased -2.4%
3.29%
$7.014M
124,937 shares@ $56.15 avg price
PSAPublic Storage Oper Co
Recent Activity
Decreased -2.14%
3.14%
$6.695M
22,359 shares@ $299.45 avg price
AEPAmerican Elec Pwr Co Inc
Recent Activity
Decreased -2.08%
3.12%
$6.663M
72,240 shares@ $92.23 avg price
RSGRepublic Svcs Inc
Recent Activity
Decreased -2.07%
3.12%
$6.651M
33,062 shares@ $201.18 avg price
ABBVAbbvie Inc
Recent Activity
Decreased -1.79%
3.11%
$6.642M
37,375 shares@ $177.71 avg price
SHELShell Plc
Recent Activity
Decreased -1.67%
3.08%
$6.576M
104,966 shares@ $62.66 avg price
URIUnited Rentals Inc
Recent Activity
Decreased -2.21%
3.05%
$6.502M
9,230 shares@ $704.44 avg price