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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
TOTDYToto Ltd
Recent Activity
Exited
0%
$18,656
500 shares@ $37.32 avg price
JJSFJ & J Snack Foods Corp Npv
Recent Activity
Exited
0%
$16,351
95 shares@ $172.12 avg price
VOOVVanguard S&p 500 Value Idx Fd Etf
Recent Activity
Exited
0%
$15,258
80 shares@ $190.73 avg price
MROMarathon Oil Corp
Recent Activity
Exited
0%
$14,034
527 shares@ $26.63 avg price
SEDGSolaredge Technologies Inc
Recent Activity
Exited
0%
$12,967
566 shares@ $22.91 avg price
DLTRDollar Tree Inc
Recent Activity
Exited
0%
$11,884
169 shares@ $70.32 avg price
FSOXXGoldman Sachs Fin Sq Govt Fd A
Recent Activity
Exited
0%
$11,731
11,731 shares@ $1.0 avg price
XEVVXEaton Vance Ltd Duration Income Fd
Recent Activity
Exited
0%
$11,561
1,100 shares@ $10.51 avg price
ERCAllspring Multi Sector Income
Recent Activity
Exited
0%
$11,496
1,200 shares@ $9.58 avg price
IBDSIshares Tr Ibonds 27 Etf
Recent Activity
Exited
0%
$10,040
412 shares@ $24.37 avg price