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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
SPGIS&p Global Inc
Recent Activity
Decreased -3.78%
0.15%
$3.003M
6,029 shares@ $498.03 avg price
CVSCvs Health Corp
Recent Activity
Decreased -41.41%
0.14%
$2.85M
63,492 shares@ $44.9 avg price
MTBM & T Bank Corporation
Recent Activity
Decreased -6.23%
0.14%
$2.849M
15,153 shares@ $188.02 avg price
ISRGIntuitive Surgical Inc
Recent Activity
Decreased -0.48%
0.13%
$2.659M
5,095 shares@ $521.96 avg price
DEODiageo Plc Spons Adr New
Recent Activity
Decreased -16.01%
0.13%
$2.602M
20,471 shares@ $127.13 avg price
CLColgate-palmolive Co
Recent Activity
Decreased -0.3%
0.13%
$2.523M
27,750 shares@ $90.91 avg price
TDToronto Dominion Bank New
Recent Activity
Decreased -6.68%
0.12%
$2.446M
45,936 shares@ $53.24 avg price
NVONovo Nordisk A S Adr
Recent Activity
Decreased -3.72%
0.12%
$2.321M
26,981 shares@ $86.03 avg price
PYPLPaypal Hldgs Inc
Recent Activity
Decreased -0.32%
0.11%
$2.178M
25,513 shares@ $85.36 avg price
CCKCrown Holdings Inc
Recent Activity
Decreased -1.59%
0.11%
$2.081M
25,162 shares@ $82.7 avg price