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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
ICEIntercontinental Exchange Inc
Recent Activity
Decreased -10.3%
0.45%
$9.25M
62,078 shares@ $149.02 avg price
ENBEnbridge Inc
Recent Activity
Decreased -3.08%
0.42%
$8.626M
203,311 shares@ $42.44 avg price
PFEPfizer Inc
Recent Activity
Decreased -20.73%
0.42%
$8.583M
323,516 shares@ $26.54 avg price
CMCSAComcast Corp Cl A
Recent Activity
Decreased -15.56%
0.41%
$8.271M
220,381 shares@ $37.54 avg price
DEDeere & Co
Recent Activity
Decreased -12.41%
0.39%
$7.831M
18,483 shares@ $423.7 avg price
QQQInvesco Qqq Trust Etf
Recent Activity
Decreased -1.71%
0.34%
$6.935M
13,565 shares@ $511.24 avg price
AXPAmerican Express Co
Recent Activity
Decreased -1.23%
0.34%
$6.876M
23,169 shares@ $296.79 avg price
LMTLockheed Martin Corp
Recent Activity
Decreased -0.33%
0.33%
$6.784M
13,961 shares@ $485.94 avg price
NKENike Inc Cl B
Recent Activity
Decreased -7.68%
0.3%
$6.157M
81,369 shares@ $75.67 avg price
DISDisney Walt Company
Recent Activity
Decreased -4.94%
0.3%
$6.082M
54,617 shares@ $111.36 avg price