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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
DSGXDescartes Sys Group Inc
Recent Activity
New Position
0.01%
$53,960
475 shares@ $113.6 avg price
VGSHVanguard Short Term Treas Etf
Recent Activity
New Position
0.01%
$49,220
846 shares@ $58.18 avg price
0605⤦Bank Amer Corp Conv Pfd Ser L
Recent Activity
New Position
0.01%
$48,400
40 shares@ $1210.0 avg price
FSVFirstservice Corp New
Recent Activity
New Position
0.01%
$46,160
255 shares@ $181.02 avg price
EXPOExponent Inc
Recent Activity
New Position
0.01%
$44,996
505 shares@ $89.11 avg price
ESIElement Solutions Inc
Recent Activity
New Position
0.01%
$43,104
1,695 shares@ $25.44 avg price
FELEFranklin Elec Inc
Recent Activity
New Position
0.01%
$40,442
415 shares@ $97.46 avg price
HOMBHome Bancshares Inc
Recent Activity
New Position
0.01%
$40,328
1,425 shares@ $28.31 avg price
TSLXSixth Street Specialty Lending Inc
Recent Activity
New Position
0.01%
$39,064
1,834 shares@ $21.3 avg price
CHEChemed Corp New
Recent Activity
New Position
0.01%
$34,437
65 shares@ $529.8 avg price