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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
ACTEnact Hldgs Inc
Recent Activity
New Position
0.01%
$14,571
450 shares@ $32.38 avg price
XLPConsumer Staples Select Sector Spdr Etf
Recent Activity
New Position
0.01%
$13,757
175 shares@ $78.62 avg price
AOSA O Smith Corp
Recent Activity
New Position
0.01%
$13,642
200 shares@ $68.21 avg price
GTXGarrett Motion Inc
Recent Activity
New Position
0.01%
$13,545
1,500 shares@ $9.03 avg price
NOMDNomad Foods Ltd
Recent Activity
New Position
0.01%
$12,585
750 shares@ $16.78 avg price
HGTYHagerty Inc Cl A
Recent Activity
New Position
0.01%
$12,545
1,300 shares@ $9.65 avg price
XGDVXGabelli Dividend & Income Tr
Recent Activity
New Position
0.01%
$12,075
500 shares@ $24.15 avg price
IUSGIshares Core S&p Us Growth Etf
Recent Activity
New Position
0.01%
$9,336
67 shares@ $139.35 avg price
HQHAberdeen Healthcare Investors
Recent Activity
New Position
0.01%
$8,763
546 shares@ $16.05 avg price
FCOMFidelity Msci Communication Svcs Idx Etf
Recent Activity
New Position
0.01%
$7,866
134 shares@ $58.71 avg price