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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
HLHecla Mining Co
Recent Activity
Exited
0%
$10,005
1,500 shares@ $6.67 avg price
BRWSaba Capital Income & Oprnt Fd
Recent Activity
Exited
0%
$9,867
1,300 shares@ $7.59 avg price
SCIService Corp Intl
Recent Activity
Exited
0%
$9,077
115 shares@ $78.94 avg price
JSCPJ P Morgan Exchange Traded Fd
Recent Activity
Exited
0%
$8,981
189 shares@ $47.52 avg price
XEADXAllspring Income Opportunit
Recent Activity
Exited
0%
$8,556
1,200 shares@ $7.13 avg price
BTZBlackrock Pfd & Equity Adv Tr
Recent Activity
Exited
0%
$8,460
750 shares@ $11.28 avg price
HBNCHorizon Bancorp Inc
Recent Activity
Exited
0%
$6,998
450 shares@ $15.56 avg price
EVLNMorgan Stanley Etf Trust
Recent Activity
Exited
0%
$6,762
135 shares@ $50.09 avg price
CNPCenterpoint Energy Inc
Recent Activity
Exited
0%
$5,590
190 shares@ $29.43 avg price
VUSXXVanguard Admiral Fd Treas Mm Fd #11
Recent Activity
Exited
0%
$5,364
5,364 shares@ $1.0 avg price