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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
DUKDuke Energy Corp New
Recent Activity
Decreased -2.74%
0.08%
$1.472M
13,666 shares@ $107.75 avg price
QCOMQualcomm Inc
Recent Activity
Decreased -0.43%
0.08%
$1.443M
9,392 shares@ $153.62 avg price
DLRDigital Realty Trust Inc
Recent Activity
Decreased -2.38%
0.07%
$1.435M
8,095 shares@ $177.34 avg price
TFCTruist Finl Corp
Recent Activity
Decreased -2.12%
0.07%
$1.392M
32,081 shares@ $43.38 avg price
AFLAflac Incorporated
Recent Activity
Decreased -0.61%
0.07%
$1.38M
13,339 shares@ $103.44 avg price
TRVTravelers Cos Inc
Recent Activity
Decreased -2.72%
0.07%
$1.322M
5,490 shares@ $240.89 avg price
DDDupont De Nemours Inc
Recent Activity
Decreased -3.96%
0.07%
$1.317M
17,269 shares@ $76.25 avg price
OTISOtis Worldwide Corp
Recent Activity
Decreased -1.94%
0.07%
$1.243M
13,427 shares@ $92.61 avg price
GWWW W Grainger Inc
Recent Activity
Decreased -1.15%
0.06%
$1.168M
1,108 shares@ $1054.05 avg price
MKLMarkel Group Inc
Recent Activity
Decreased -2.32%
0.06%
$1.088M
630 shares@ $1726.24 avg price