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
ZTSZoetis Inc Recent Activity Exited	0%	$3,908 20 shares@ $195.4 avg price	Exited
ARKKArk Investment Management Llc Recent Activity Exited	0%	$3,565 75 shares@ $47.54 avg price	Exited
WSTWest Pharmaceutical Services I Recent Activity Exited	0%	$3,302 11 shares@ $300.19 avg price	Exited
LUVSouthwest Airlines Recent Activity Exited	0%	$2,963 100 shares@ $29.63 avg price	Exited
MKCMccormick & Co Inc Recent Activity Exited	0%	$1,893 23 shares@ $82.31 avg price	Exited
OXY.⤦Occidental Petroleum Corp Recent Activity Exited	0%	$1,279 43 shares@ $29.75 avg price	Exited
OKTAOkta Inc Recent Activity Exited	0%	$1,041 14 shares@ $74.36 avg price	Exited
BCLIBrainstorm Cell Therapeutics I Recent Activity Exited	0%	$921 4,000 shares@ $0.24 avg price	Exited
NOWServicenow Inc Recent Activity Exited	0%	$894 1 shares@ $894.0 avg price	Exited
TDOCTeladoc Health Inc Recent Activity Exited	0%	$367 40 shares@ $9.18 avg price	Exited