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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
RSReliance Inc
Recent Activity
Exited
0%
$28,921
100 shares@ $289.21 avg price
IIPRInnovative Industrial Properties Inc
Recent Activity
Exited
0%
$26,920
200 shares@ $134.6 avg price
CRLCharles Riv Laboratories Intl
Recent Activity
Exited
0%
$26,591
135 shares@ $196.98 avg price
ANETArista Networks Inc
Recent Activity
Exited
0%
$25,332
66 shares@ $383.82 avg price
GRNBVaneck Green Bond Etf
Recent Activity
Exited
0%
$24,539
1,000 shares@ $24.54 avg price
CLFCleveland Cliffs Inc
Recent Activity
Exited
0%
$24,327
1,905 shares@ $12.78 avg price
LITGlobal X Lithium & Battery Tech Etf
Recent Activity
Exited
0%
$21,795
500 shares@ $43.59 avg price
BIPCBrookfield Infrastructure Corp Cl A
Recent Activity
Exited
0%
$21,672
499 shares@ $43.44 avg price
FRBXXFidelity Treasury Port Fd I
Recent Activity
Exited
0%
$21,563
21,563 shares@ $1.0 avg price
TTETotalenergies Se
Recent Activity
Exited
0%
$21,066
326 shares@ $64.62 avg price