Terry M. Stanford

@Diversified Trust Co

Latest period2024 - Q4

Reported11d ago

Managed Assets$4.103B

Total 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

Current New Position Increased Decreased Exited

Investment	Portfolio %	Reported Value	Recent Activity
MTHMeritage Homes Corp Recent Activity Exited	0%	$1.228M 5,990 shares@ $205.07 avg price	Exited
XPXp Inc Recent Activity Exited	0%	$1.156M 64,462 shares@ $17.94 avg price	Exited
RUNSunrun Inc Recent Activity Exited	0%	$1.093M 60,538 shares@ $18.06 avg price	Exited
DFREXDfa Invt Dimensions Group In Recent Activity Exited	0%	$902,999 20,346 shares@ $44.39 avg price	Exited
AESAes Corp Recent Activity Exited	0%	$827,173 41,235 shares@ $20.06 avg price	Exited
PAYCPaycom Software Inc Recent Activity Exited	0%	$785,710 4,717 shares@ $166.57 avg price	Exited
ALGNAlign Technology Inc Recent Activity Exited	0%	$784,068 3,083 shares@ $254.32 avg price	Exited
IBPInstalled Bldg Prods Inc Recent Activity Exited	0%	$779,198 3,164 shares@ $246.27 avg price	Exited
TPHTri Pointe Homes Inc Recent Activity Exited	0%	$719,386 15,877 shares@ $45.31 avg price	Exited
VISTVista Energy S.a.b. De C.v. Recent Activity Exited	0%	$693,626 15,700 shares@ $44.18 avg price	Exited