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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
ADSKAutodesk Inc
Recent Activity
Decreased -0.94%
0.28%
$5.641M
19,085 shares@ $295.57 avg price
CBChubb Ltd
Recent Activity
Decreased -0.84%
0.28%
$5.632M
20,385 shares@ $276.31 avg price
TSLATesla Motors Inc
Recent Activity
Decreased -6.81%
0.27%
$5.482M
13,575 shares@ $403.84 avg price
PAYXPaychex Inc
Recent Activity
Decreased -1.56%
0.27%
$5.458M
38,926 shares@ $140.23 avg price
CICigna Group
Recent Activity
Decreased -5.29%
0.25%
$5.097M
18,458 shares@ $276.14 avg price
ALLAllstate Corp
Recent Activity
Decreased -1.29%
0.24%
$4.832M
25,061 shares@ $192.79 avg price
MKCMccormick & Co Inc
Recent Activity
Decreased -5.86%
0.24%
$4.794M
62,883 shares@ $76.25 avg price
MDLZMondelez Intl Inc
Recent Activity
Decreased -3.78%
0.23%
$4.71M
78,854 shares@ $59.73 avg price
NVSNovartis Ag Adr
Recent Activity
Decreased -0.82%
0.23%
$4.668M
47,968 shares@ $97.31 avg price
VZVerizon Communications Inc
Recent Activity
Decreased -6.35%
0.22%
$4.483M
112,100 shares@ $39.99 avg price