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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
CATCaterpillar Inc
Recent Activity
Decreased -3.56%
0.22%
$4.459M
12,291 shares@ $362.76 avg price
KOCoca Cola Co
Recent Activity
Decreased -13.2%
0.21%
$4.271M
68,605 shares@ $62.26 avg price
MDTMedtronic Hldg Ltd
Recent Activity
Decreased -18.79%
0.21%
$4.148M
51,929 shares@ $79.88 avg price
BACBank Of America Corp
Recent Activity
Decreased -14.22%
0.2%
$4.116M
93,652 shares@ $43.95 avg price
PAGPenske Automotive Group Inc
Recent Activity
Decreased -0.76%
0.19%
$3.791M
24,872 shares@ $152.45 avg price
LINLinde Plc
Recent Activity
Decreased -0.73%
0.19%
$3.748M
8,952 shares@ $418.68 avg price
AVGOBroadcom Inc
Recent Activity
Decreased -29.58%
0.19%
$3.719M
16,040 shares@ $231.85 avg price
STZConstellation Brands Inc
Recent Activity
Decreased -27.2%
0.17%
$3.436M
15,546 shares@ $221.0 avg price
CLXClorox Company
Recent Activity
Decreased -2.6%
0.17%
$3.425M
21,089 shares@ $162.41 avg price
USBUs Bancorp Del
Recent Activity
Decreased -8.72%
0.16%
$3.178M
66,451 shares@ $47.83 avg price