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Jim Coppedge

@Crossmark Global Holdings, Inc.

Latest period2024 - Q4ReportedManaged Assets$5.485BTotal holdings1246
Assets growth rate-2.17%Assets growth rate (2-Q avg)2.5%Continuous growth in asset value0 quarters

Portfolio positions

This chart displays the top 10 holdings in Crossmark Global Holdings, Inc.'s 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 1246 positions.

Assets under management

The assets under management (AUM) of Crossmark Global Holdings, Inc. over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 5.485B in assets, with a quarterly growth rate of -2.17% and a 2-quarter average growth rate of 2.5%. The portfolio is managed by Jim Coppedge, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
NXSTNexstar Media Group Inc
Recent Activity
Exited
0%
$396,000
2,391 shares@ $165.63 avg price
IIPRInnovative Indl Pptys Inc Com
Recent Activity
Exited
0%
$341,000
2,539 shares@ $134.31 avg price
SRCLStericycle Inc
Recent Activity
Exited
0%
$340,000
5,576 shares@ $60.98 avg price
MSGSMadison Square Garden Co Newcl
Recent Activity
Exited
0%
$314,000
1,510 shares@ $207.95 avg price
WDFCW D 40 Co
Recent Activity
Exited
0%
$307,000
1,193 shares@ $257.34 avg price
BBWIBath & Body Works Inc Common S
Recent Activity
Exited
0%
$304,000
9,524 shares@ $31.92 avg price
CRVLCorvel Corp
Recent Activity
Exited
0%
$298,000
912 shares@ $326.76 avg price
LANCLancaster Colony Corp
Recent Activity
Exited
0%
$296,000
1,676 shares@ $176.62 avg price
SEMSelect Med Hldgs Corp Com
Recent Activity
Exited
0%
$292,000
8,370 shares@ $34.89 avg price
CPRICapri Holdings Limited Shs
Recent Activity
Exited
0%
$288,000
6,780 shares@ $42.48 avg price