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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
PGProcter & Gamble Co
Recent Activity
Increased 4.87%
1.44%
$29.483M
175,859 shares@ $167.65 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
HONHoneywell Intl Inc
Recent Activity
Increased 0.15%
1.11%
$22.758M
100,750 shares@ $225.9 avg price
VOOVanguard Idx Fds S&p 500 Etf
Recent Activity
Increased 87.65%
1.09%
$22.384M
41,544 shares@ $538.82 avg price
UNPUnion Pacific Corp
Recent Activity
Increased 5.31%
1.07%
$21.938M
96,203 shares@ $228.04 avg price
HDHome Depot
Recent Activity
Increased 1.08%
1.06%
$21.811M
56,071 shares@ $388.99 avg price
VVisa Inc
Recent Activity
Increased 4.43%
1.01%
$20.786M
65,770 shares@ $316.05 avg price
IJRIshares Core S&p Small-cap Etf
Recent Activity
Increased 23.77%
1%
$20.525M
178,136 shares@ $115.23 avg price