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Therese C.D. Linden

@Bank Of New Hampshire

Latest period2024 - Q4ReportedManaged Assets$388.732MTotal holdings458
Assets growth rate-2.54%Assets growth rate (2-Q avg)0.58%Continuous growth in asset value0 quarters

Portfolio positions

This chart displays the top 10 holdings in Bank Of New Hampshire's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 458 positions.

Assets under management

The assets under management (AUM) of Bank Of New Hampshire 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 388.732M in assets, with a quarterly growth rate of -2.54% and a 2-quarter average growth rate of 0.58%. The portfolio is managed by Therese C.D. Linden, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
RJFRaymond James Financial Inc
Recent Activity
Increased 99290%
0.4%
$1.544M
9,939 shares@ $155.34 avg price
CRWDCrowdstrike Inc
Recent Activity
Increased 14.49%
0.37%
$1.407M
4,111 shares@ $342.17 avg price
GGALGrupo Financiero Galicia S A
Recent Activity
Increased 43.56%
0.35%
$1.341M
21,514 shares@ $62.32 avg price
FNFabrinet
Recent Activity
Increased 6.09%
0.32%
$1.231M
5,597 shares@ $219.88 avg price
AMDAdvanced Micro Devices Inc
Recent Activity
Increased 1.54%
0.31%
$1.184M
9,802 shares@ $120.8 avg price
AMATApplied Matls Inc
Recent Activity
Increased 0.81%
0.3%
$1.138M
6,998 shares@ $162.64 avg price
JEPIJ.p. Morgan Exchange-traded Fund Trust Jpmorgan Equity Premium Income Etf
Recent Activity
Increased 45.48%
0.24%
$901,783
15,675 shares@ $57.54 avg price
VTIVanguard Total Stk Mkt Etf
Recent Activity
Increased 10.16%
0.23%
$873,777
3,015 shares@ $289.81 avg price
MSMorgan Stanley
Recent Activity
Increased 1.5%
0.21%
$793,670
6,313 shares@ $125.72 avg price
IBDWIshares Ibonds Dec 2031 Term Corp
Recent Activity
Increased 22.67%
0.2%
$753,255
37,015 shares@ $20.35 avg price