Cydney Shapleigh

@New Hampshire Trust

Latest period2024 - Q4

Reported2d ago

Managed Assets$474.62M

Total holdings175

Assets growth rate1.68%

Assets growth rate (2-Q avg)4.09%

Continuous growth in asset value5 quarters

Portfolio positions

This chart displays the top 10 holdings in New Hampshire Trust's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 175 positions.

Assets under management

The assets under management (AUM) of New Hampshire Trust 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 474.62M in assets, with a quarterly growth rate of 1.68% and a 2-quarter average growth rate of 4.09%. The portfolio is managed by Cydney Shapleigh, and others.

Portfolio holdings

Current New Position Increased Decreased Exited

Investment	Portfolio %	Reported Value	Recent Activity
TELTe Connectivity Ltd Adr Recent Activity Exited	0%	$1.952M 12,930 shares@ $151.0 avg price	Exited
BLKBlackrock Inc Recent Activity Exited	0%	$609,585 642 shares@ $949.51 avg price	Exited
SYYSysco Corp Recent Activity Exited	0%	$230,277 2,950 shares@ $78.06 avg price	Exited
INTCIntel Corp Recent Activity Exited	0%	$219,984 9,377 shares@ $23.46 avg price	Exited
LRCXLam Research Corp Recent Activity Exited	0%	$212,997 261 shares@ $816.09 avg price	Exited
CLXClorox Corp Recent Activity Exited	0%	$212,435 1,304 shares@ $162.92 avg price	Exited
EDConsolidated Edison Inc Recent Activity Exited	0%	$208,156 1,999 shares@ $104.14 avg price	Exited
CMCSAComcast Corp New-cl A Recent Activity Exited	0%	$207,012 4,956 shares@ $41.77 avg price	Exited