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Robin Anderson

@Fourthstone Llc

Latest period2024 - Q3ReportedManaged Assets$448.759MTotal holdings66
Assets growth rate42.89%Assets growth rate (2-Q avg)22.6%Continuous growth in asset value2 quarters

Portfolio positions

This chart displays the top 10 holdings in Fourthstone Llc's 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 66 positions.

Assets under management

The assets under management (AUM) of Fourthstone Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 2 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 448.759M in assets, with a quarterly growth rate of 42.89% and a 2-quarter average growth rate of 22.6%. The portfolio is managed by Robin Anderson, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
OCFCOceanfirst Finl Corp
Recent Activity
Exited
0%
$508,003
31,970 shares@ $15.89 avg price