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Terry M. Stanford

@Diversified Trust Co

Latest period2024 - Q4ReportedManaged Assets$4.103BTotal holdings925
Assets growth rate3.38%Assets growth rate (2-Q avg)7.76%Continuous growth in asset value5 quarters

Portfolio positions

This chart displays the top 10 holdings in Diversified Trust Co's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 925 positions.

Assets under management

The assets under management (AUM) of Diversified Trust Co 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 4.103B in assets, with a quarterly growth rate of 3.38% and a 2-quarter average growth rate of 7.76%. The portfolio is managed by Terry M. Stanford, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
BLKBlackrock Inc
Recent Activity
Exited
0%
$6.76M
7,119 shares@ $949.51 avg price
TKOTko Group Holdings Inc
Recent Activity
Exited
0%
$5.859M
47,357 shares@ $123.71 avg price
LRCXLam Research Corp
Recent Activity
Exited
0%
$2.82M
3,455 shares@ $816.08 avg price
PSAPublic Storage Oper Co
Recent Activity
Exited
0%
$2.703M
7,429 shares@ $363.88 avg price
PFGPrincipal Financial Group In
Recent Activity
Exited
0%
$1.998M
23,258 shares@ $85.9 avg price
ANETArista Networks Inc
Recent Activity
Exited
0%
$1.98M
5,158 shares@ $383.82 avg price
PBRPetroleo Brasileiro Sa Petro
Recent Activity
Exited
0%
$1.669M
115,814 shares@ $14.41 avg price
HUNHuntsman Corp
Recent Activity
Exited
0%
$1.478M
61,088 shares@ $24.2 avg price
IRMIron Mtn Inc Del
Recent Activity
Exited
0%
$1.446M
12,168 shares@ $118.83 avg price
RHIRobert Half Inc.
Recent Activity
Exited
0%
$1.319M
19,560 shares@ $67.41 avg price