test

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
BRK.BBerkshire Hathaway Inc Del
Recent Activity
0.16%
$322,282
711 shares@ $453.28 avg price
IWFIshares Tr
Recent Activity
Decreased -16.62%
0.13%
$261,830
652 shares@ $401.58 avg price
INDAIshares Tr
Recent Activity
Increased 0.07%
0.12%
$253,409
4,814 shares@ $52.65 avg price
VEAVanguard Tax-managed Fds
Recent Activity
Increased 21.26%
0.11%
$233,792
4,889 shares@ $47.83 avg price
BACBank America Corp
Recent Activity
New Position
0.11%
$229,551
5,223 shares@ $43.96 avg price
PMPhilip Morris Intl Inc
Recent Activity
Increased 1.65%
0.11%
$222,648
1,850 shares@ $120.36 avg price
JPMJpmorgan Chase & Co.
Recent Activity
Decreased -23.96%
0.1%
$206,870
863 shares@ $239.72 avg price