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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
SCHRCharles Schwab Investment Management Inc
Recent Activity
Increased 98.21%
0.05%
$482,108
19,848 shares@ $24.3 avg price
PMPhilip Morris Intl
Recent Activity
Increased 3.75%
0.05%
$459,497
3,818 shares@ $120.36 avg price
QQQInvesco Capital Management Llc
Recent Activity
Increased 0.69%
0.05%
$450,394
881 shares@ $511.24 avg price
CATCaterpillar Inc
Recent Activity
Increased 4.88%
0.05%
$444,820
1,226 shares@ $362.83 avg price
CSXCsx Corp
Recent Activity
Increased 0.55%
0.04%
$408,989
12,674 shares@ $32.27 avg price
UNHUnitedhealth Group Inc
Recent Activity
Increased 7.49%
0.04%
$406,556
804 shares@ $505.67 avg price
DHRDanaher Corp
Recent Activity
Increased 14.41%
0.04%
$390,235
1,700 shares@ $229.55 avg price
EAGGIshares Etfs Usa
Recent Activity
Increased 10.83%
0.04%
$364,229
7,843 shares@ $46.45 avg price
ORCLOracle Corp
Recent Activity
Increased 0.05%
0.04%
$353,395
2,121 shares@ $166.62 avg price
GOLDBarrick Gold Corp
Recent Activity
Increased 4.54%
0.04%
$341,388
22,025 shares@ $15.51 avg price