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Andrea Freeman

@Trust Co Of Vermont

Latest period2024 - Q4ReportedManaged Assets$2.059BTotal holdings1051
Assets growth rate3.19%Assets growth rate (2-Q avg)5.79%Continuous growth in asset value5 quarters

Portfolio positions

This chart displays the top 10 holdings in Trust Co Of Vermont's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 1051 positions.

Assets under management

The assets under management (AUM) of Trust Co Of Vermont over the past 10 years (40 quarters) show continuous growth in total asset value over the last 5 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 2.059B in assets, with a quarterly growth rate of 3.19% and a 2-quarter average growth rate of 5.79%. The portfolio is managed by Andrea Freeman, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
BLKBlackrock Inc
Recent Activity
Exited
0%
$27.858M
29,339 shares@ $949.52 avg price
LRCXLam Research Corp
Recent Activity
Exited
0%
$3.197M
3,917 shares@ $816.08 avg price
TELTe Connectivity Ltd
Recent Activity
Exited
0%
$378,381
2,506 shares@ $151.0 avg price
GIREXApollo Diversified Real Estate Fd A
Recent Activity
Exited
0%
$125,926
4,875 shares@ $25.84 avg price
SCHASchwab Strategic Tr Us Small Cap Etf
Recent Activity
Exited
0%
$84,357
1,638 shares@ $51.5 avg price
WORWorthington Enterprises Inc
Recent Activity
Exited
0%
$82,900
2,000 shares@ $41.45 avg price
IBBIshares Nasdaq Biotechnology
Recent Activity
Exited
0%
$82,846
569 shares@ $145.6 avg price
WSWorthington Stl Inc
Recent Activity
Exited
0%
$68,020
2,000 shares@ $34.01 avg price
SHMSpdr Nuveen Bbg Bar Shrt Term Etf
Recent Activity
Exited
0%
$56,565
1,175 shares@ $48.15 avg price
EFAVIshs Eafe Min Volatility Etf
Recent Activity
Exited
0%
$51,773
675 shares@ $76.71 avg price