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Avis Graham

@Farmers & Merchants Trust Co Of Chambersburg Pa

Latest period2024 - Q3ReportedManaged Assets$259.661MTotal holdings378
Assets growth rate4.85%Assets growth rate (2-Q avg)3.21%Continuous growth in asset value4 quarters

Portfolio positions

This chart displays the top 10 holdings in Farmers & Merchants Trust Co Of Chambersburg Pa's 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 378 positions.

Assets under management

The assets under management (AUM) of Farmers & Merchants Trust Co Of Chambersburg Pa over the past 10 years (40 quarters) show continuous growth in total asset value over the last 4 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 259.661M in assets, with a quarterly growth rate of 4.85% and a 2-quarter average growth rate of 3.21%. The portfolio is managed by Avis Graham, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
PECOPhillips Edison & Co Inc
Recent Activity
Exited
0%
$142,000
4,341 shares@ $32.72 avg price
CPBCampbell Soup Co
Recent Activity
Exited
0%
$90,000
2,000 shares@ $45.0 avg price
ROSTRoss Stores Inc
Recent Activity
Exited
0%
$73,000
500 shares@ $146.0 avg price
RACEFerrari N V
Recent Activity
Exited
0%
$71,000
175 shares@ $405.72 avg price
KRGKite Rlty Group Tr
Recent Activity
Exited
0%
$53,000
2,364 shares@ $22.42 avg price
ADSKAutodesk Inc
Recent Activity
Exited
0%
$49,000
200 shares@ $245.0 avg price
DPZDominos Pizza Inc
Recent Activity
Exited
0%
$39,000
75 shares@ $520.0 avg price
GILDGilead Sciences Inc
Recent Activity
Exited
0%
$34,000
500 shares@ $68.0 avg price
KHCKraft Heinz Co
Recent Activity
Exited
0%
$32,000
1,000 shares@ $32.0 avg price
ASHAshland Inc
Recent Activity
Exited
0%
$28,000
300 shares@ $93.34 avg price