RENEE PILKENTON
@Exchange Bank
Latest period2024 - Q4ReportedManaged Assets$124.366MTotal holdings112
Assets growth rate1.72%Assets growth rate (2-Q avg)2.82%Continuous growth in asset value2 quarters
Portfolio positions
This chart displays the top 10 holdings in Exchange Bank's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 112 positions.
Assets under management
The assets under management (AUM) of Exchange Bank 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 - Q4, they manage 124.366M in assets, with a quarterly growth rate of 1.72% and a 2-quarter average growth rate of 2.82%. The portfolio is managed by RENEE PILKENTON, and others.
Portfolio holdings
Investment | Portfolio % | Reported Value | Recent Activity |
---|---|---|---|
BLKBlackrock Inc
| 0% | $449,119 473 shares@ $949.52 avg price | Exited |
TRVThe Travelers Companies Inc
| 0% | $286,330 1,223 shares@ $234.13 avg price | Exited |
MCHPMicrochip Technology Inc
| 0% | $275,556 3,432 shares@ $80.3 avg price | Exited |
DOWDow Inc Com
| 0% | $252,773 4,627 shares@ $54.63 avg price | Exited |
AMATApplied Materials Inc
| 0% | $238,420 1,180 shares@ $202.06 avg price | Exited |
LINLinde Plc
| 0% | $224,124 470 shares@ $476.86 avg price | Exited |