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Tyler Hoxie

@Bangor Savings Bank

Latest period2024 - Q4ReportedManaged Assets$1.066BTotal holdings548
Assets growth rate0.28%Assets growth rate (2-Q avg)3.31%Continuous growth in asset value5 quarters

Portfolio positions

This chart displays the top 10 holdings in Bangor Savings Bank's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 548 positions.

Assets under management

The assets under management (AUM) of Bangor Savings Bank 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 1.066B in assets, with a quarterly growth rate of 0.28% and a 2-quarter average growth rate of 3.31%. The portfolio is managed by Tyler Hoxie, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
AAPLApple Inc
Recent Activity
Decreased -2.58%
1.62%
$17.258M
68,915 shares@ $250.43 avg price
JPMJpmorgan Chase & Co
Recent Activity
Decreased -1.73%
1.03%
$10.931M
45,603 shares@ $239.71 avg price
IDVBlackrock Fund Advisors
Recent Activity
Decreased -2.13%
0.92%
$9.7M
354,291 shares@ $27.38 avg price
VOEVanguard Etf Usa
Recent Activity
Decreased -0.53%
0.61%
$6.402M
39,575 shares@ $161.78 avg price
GOOGLAlphabet Inc
Recent Activity
Decreased -2.95%
0.57%
$5.987M
31,627 shares@ $189.3 avg price
VBRVanguard Etf Usa
Recent Activity
Decreased -0.7%
0.47%
$5.002M
25,238 shares@ $198.19 avg price
AMZNAmazon.com Inc
Recent Activity
Decreased -0.85%
0.46%
$4.807M
21,909 shares@ $219.4 avg price
SCHECharles Schwab Investment Management Inc
Recent Activity
Decreased -0.75%
0.4%
$4.236M
159,062 shares@ $26.64 avg price
JNJJohnson & Johnson
Recent Activity
Decreased -1.09%
0.38%
$4.021M
27,807 shares@ $144.63 avg price
GOOGAlphabet Inc
Recent Activity
Decreased -2.31%
0.38%
$3.995M
20,980 shares@ $190.45 avg price