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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
MCDMcdonald's Corp
Recent Activity
Increased 0.21%
0.27%
$2.795M
9,642 shares@ $289.89 avg price
ABBVAbbvie Inc
Recent Activity
Increased 0.28%
0.24%
$2.501M
14,074 shares@ $177.71 avg price
SCHDCharles Schwab Investment Management Inc
Recent Activity
Increased 184.35%
0.23%
$2.376M
86,964 shares@ $27.33 avg price
EUSABlackrock Fund Advisors
Recent Activity
Increased 70.13%
0.22%
$2.304M
24,159 shares@ $95.36 avg price
VOVanguard Etf Usa
Recent Activity
Increased 19.09%
0.22%
$2.254M
8,535 shares@ $264.12 avg price
SCHZCharles Schwab Investment Management Inc
Recent Activity
Increased 134.08%
0.21%
$2.208M
97,261 shares@ $22.7 avg price
NVDANvidia Corp
Recent Activity
Increased 60.46%
0.18%
$1.881M
14,006 shares@ $134.3 avg price
RSPInvesco Capital Management Llc
Recent Activity
Increased 31.12%
0.17%
$1.795M
10,245 shares@ $175.23 avg price
SOSouthern Co The
Recent Activity
Increased 0.92%
0.17%
$1.772M
21,522 shares@ $82.33 avg price
GLWCorning Inc
Recent Activity
Increased 1.68%
0.17%
$1.744M
36,695 shares@ $47.52 avg price