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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
PANWPalo Alto Networks Inc
Recent Activity
Increased 107.16%
1.47%
$30.208M
166,016 shares@ $181.96 avg price
ABBVAbbvie Inc
Recent Activity
Decreased -1.68%
1.47%
$30.135M
169,583 shares@ $177.7 avg price
BLKBlackrock Inc
Recent Activity
New Position
1.44%
$29.505M
28,782 shares@ $1025.11 avg price
PGProcter & Gamble Co
Recent Activity
Increased 4.87%
1.44%
$29.483M
175,859 shares@ $167.65 avg price
ACNAccenture Plc Ireland
Recent Activity
Decreased -0.02%
1.33%
$27.212M
77,353 shares@ $351.8 avg price
NEENextera Energy Inc
Recent Activity
Increased 2.82%
1.32%
$27.036M
377,120 shares@ $71.7 avg price
LOWLowes Companies Inc
Recent Activity
Increased 2.93%
1.18%
$24.245M
98,239 shares@ $246.8 avg price
TMOThermo Fisher Scientific Inc
Recent Activity
Increased 7.07%
1.18%
$24.193M
46,505 shares@ $520.24 avg price
JNJJohnson & Johnson
Recent Activity
Decreased -0.31%
1.13%
$23.104M
159,754 shares@ $144.62 avg price
HONHoneywell Intl Inc
Recent Activity
Increased 0.15%
1.11%
$22.758M
100,750 shares@ $225.9 avg price