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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
ORCLOracle Corp
Recent Activity
Increased 34.29%
0.15%
$6.051M
36,311 shares@ $166.65 avg price
SGOVIshares Tr
Recent Activity
Increased 2.96%
0.15%
$5.932M
59,134 shares@ $100.32 avg price
GSGoldman Sachs Group Inc
Recent Activity
Increased 0.42%
0.15%
$5.834M
10,189 shares@ $572.62 avg price
EBAYEbay Inc.
Recent Activity
Increased 1.32%
0.15%
$5.802M
93,660 shares@ $61.95 avg price
MA15⤦Lone Cascade, L.p.
Recent Activity
Increased 10.5%
0.14%
$5.718M
5.718M shares@ $1.0 avg price
RBARb Global Inc
Recent Activity
Increased 48.89%
0.14%
$5.694M
63,119 shares@ $90.21 avg price
MA15⤦Lsv Emerging Markets Small
Recent Activity
Increased 0.62%
0.14%
$5.677M
5.677M shares@ $1.0 avg price
GENGen Digital Inc
Recent Activity
Increased 0.11%
0.14%
$5.654M
206,495 shares@ $27.38 avg price
MMCMarsh & Mclennan Cos Inc
Recent Activity
Increased 0.45%
0.14%
$5.452M
25,669 shares@ $212.41 avg price
NTAPNetapp Inc
Recent Activity
Increased 0.16%
0.14%
$5.374M
46,292 shares@ $116.08 avg price