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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
XLPSpdr Consumer Staples
Recent Activity
Increased 3.25%
0.04%
$124,990
1,590 shares@ $78.62 avg price
PGRProgressive Corp Ohio
Recent Activity
Increased 30.44%
0.03%
$107,825
450 shares@ $239.62 avg price
WFCWells Fargo & Co New
Recent Activity
Increased 24.19%
0.03%
$106,414
1,515 shares@ $70.25 avg price
CTVACorteva Inc
Recent Activity
Increased 0.93%
0.03%
$105,433
1,851 shares@ $56.97 avg price
MPCMarathon Pete Corp
Recent Activity
Increased 27.83%
0.03%
$96,116
689 shares@ $139.51 avg price
MCKMckesson Corp
Recent Activity
Increased 24.2%
0.03%
$87,766
154 shares@ $569.91 avg price
LINLinde Plc
Recent Activity
Increased 25.98%
0.03%
$81,222
194 shares@ $418.68 avg price
SFMSprouts Fmrs Mkt Inc
Recent Activity
Increased 300%
0.02%
$66,076
520 shares@ $127.07 avg price
PDOPimco Dynamic Income Opportunities Fund
Recent Activity
Increased 105.81%
0.02%
$50,623
3,725 shares@ $13.6 avg price
PTYPimco Corp & Income Opp Fund
Recent Activity
Increased 79.32%
0.02%
$49,217
3,425 shares@ $14.37 avg price