test

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
ULUnilever Plc Adr
Recent Activity
Decreased -4.96%
0.1%
$2.016M
35,548 shares@ $56.71 avg price
SOSouthern Co
Recent Activity
Decreased -0.03%
0.1%
$2.012M
24,437 shares@ $82.32 avg price
MTCHMatch Group Inc New
Recent Activity
Decreased -3.37%
0.1%
$1.973M
60,313 shares@ $32.71 avg price
ATOAtmos Energy Corp
Recent Activity
Decreased -0.08%
0.1%
$1.967M
14,126 shares@ $139.27 avg price
GDGeneral Dynamics Corp
Recent Activity
Decreased -0.21%
0.1%
$1.867M
7,086 shares@ $263.5 avg price
BNBrookfield Corp
Recent Activity
Decreased -10.03%
0.09%
$1.839M
32,008 shares@ $57.46 avg price
COPConocophillips
Recent Activity
Decreased -4.92%
0.09%
$1.76M
17,752 shares@ $99.17 avg price
MSMorgan Stanley
Recent Activity
Decreased -1.31%
0.09%
$1.685M
13,400 shares@ $125.72 avg price
AZOAutozone Inc
Recent Activity
Decreased -0.6%
0.08%
$1.582M
494 shares@ $3202.0 avg price
PMPhilip Morris Intl Inc
Recent Activity
Decreased -12.71%
0.08%
$1.549M
12,869 shares@ $120.36 avg price