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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
AESAes Corporation
Recent Activity
Exited
0%
$5,015
250 shares@ $20.06 avg price
PARAParamount Global
Recent Activity
Exited
0%
$4,885
460 shares@ $10.62 avg price
UPSTUpstart Hldgs Inc
Recent Activity
Exited
0%
$4,001
100 shares@ $40.01 avg price
DSNKYDaiichi Sankyo Co Ltd Adr
Recent Activity
Exited
0%
$3,819
116 shares@ $32.93 avg price
INSPInspire Medical Systems Inc
Recent Activity
Exited
0%
$3,799
18 shares@ $211.06 avg price
JAAAJanus Detroit Str Tr Henderson Aaa
Recent Activity
Exited
0%
$3,562
70 shares@ $50.89 avg price
IBNIcici Bank Ltd Adr
Recent Activity
Exited
0%
$3,552
119 shares@ $29.85 avg price
APTVAptiv Plc
Recent Activity
Exited
0%
$3,240
45 shares@ $72.0 avg price
HEHawaiian Electric Inds Inc
Recent Activity
Exited
0%
$3,175
328 shares@ $9.68 avg price
LILALiberty Latin America Ltd A
Recent Activity
Exited
0%
$3,123
326 shares@ $9.58 avg price