Tyler Hoxie

@Bangor Savings Bank

Latest period2024 - Q4

Reported11d ago

Managed Assets$1.066B

Total 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

Current New Position Increased Decreased Exited

Investment	Portfolio %	Reported Value	Recent Activity
IQVIqvia Holdings Inc Recent Activity Exited	0%	$9,479 40 shares@ $236.98 avg price	Exited
DLSWisdomtree Etfs Usa Recent Activity Exited	0%	$8,977 130 shares@ $69.06 avg price	Exited
CICigna Group The Recent Activity Exited	0%	$8,661 25 shares@ $346.44 avg price	Exited
CTRACoterra Energy Inc Recent Activity Exited	0%	$8,598 359 shares@ $23.95 avg price	Exited
TTETotalenergies Se Recent Activity Exited	0%	$8,142 126 shares@ $64.62 avg price	Exited
TELTe Connectivity Ltd Recent Activity Exited	0%	$7,700 51 shares@ $150.99 avg price	Exited
ELSEquity Lifestyle Properties In Recent Activity Exited	0%	$7,063 99 shares@ $71.35 avg price	Exited
OXYOccidental Petroleum Corp Recent Activity Exited	0%	$5,979 116 shares@ $51.55 avg price	Exited
MTNVail Resorts Inc Recent Activity Exited	0%	$4,357 25 shares@ $174.28 avg price	Exited
NEPNextera Energy Equity Partners Recent Activity Exited	0%	$4,033 146 shares@ $27.63 avg price	Exited