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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
SOLVSolventum Corp
Recent Activity
Decreased -0.45%
0.06%
$1.039M
15,721 shares@ $66.06 avg price
SYYSysco Corp
Recent Activity
Decreased -2.45%
0.06%
$1.029M
13,464 shares@ $76.47 avg price
INTCIntel Corp
Recent Activity
Decreased -3.08%
0.05%
$991,653
49,459 shares@ $20.06 avg price
EBAYEbay Inc
Recent Activity
Decreased -22.33%
0.05%
$969,270
15,646 shares@ $61.96 avg price
VUGVanguard Growth Etf
Recent Activity
Decreased -5.63%
0.05%
$948,116
2,310 shares@ $410.44 avg price
BF.BBrown Forman Corp Cl B
Recent Activity
Decreased -1.21%
0.05%
$937,346
24,680 shares@ $37.98 avg price
DDominion Energy Inc
Recent Activity
Decreased -5.45%
0.05%
$919,821
17,078 shares@ $53.86 avg price
CTRACoterra Energy Inc
Recent Activity
Decreased -1.67%
0.05%
$894,666
35,030 shares@ $25.54 avg price
TANInvesco Solar Etf
Recent Activity
Decreased -1.55%
0.05%
$879,004
26,540 shares@ $33.12 avg price
GPCGenuine Parts Co
Recent Activity
Decreased -5.45%
0.05%
$874,766
7,492 shares@ $116.77 avg price