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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
VEAVanguard Etf Usa
Recent Activity
Decreased -0.97%
0.24%
$2.511M
52,519 shares@ $47.83 avg price
LLYEli Lilly & Co
Recent Activity
Decreased -0.12%
0.24%
$2.511M
3,253 shares@ $772.05 avg price
LOWLowe's Cos Inc
Recent Activity
Decreased -1.7%
0.23%
$2.385M
9,664 shares@ $246.8 avg price
BMYBristol-myrs Squib
Recent Activity
Decreased -1.63%
0.23%
$2.378M
42,045 shares@ $56.56 avg price
SYKStryker Corp
Recent Activity
Decreased -3.54%
0.22%
$2.294M
6,371 shares@ $360.06 avg price
CSCOCisco Systems
Recent Activity
Decreased -2.1%
0.22%
$2.288M
38,652 shares@ $59.2 avg price
VRTXVertex Pharmaceuticals Inc
Recent Activity
Decreased -2.98%
0.21%
$2.236M
5,553 shares@ $402.71 avg price
FTNTFortinet Inc
Recent Activity
Decreased -3.07%
0.21%
$2.171M
22,980 shares@ $94.48 avg price
BRK.BBerkshire Hathaway Inc
Recent Activity
Decreased -2.47%
0.21%
$2.161M
4,768 shares@ $453.28 avg price
VVisa Inc
Recent Activity
Decreased -34.09%
0.21%
$2.157M
6,826 shares@ $316.05 avg price