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Cydney Shapleigh

@New Hampshire Trust

Latest period2024 - Q4ReportedManaged Assets$474.62MTotal 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

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
ACNAccenture Plc Ireland Shs Cl A
Recent Activity
Decreased -1.67%
0.4%
$1.898M
5,394 shares@ $351.79 avg price
MTBM&t Bank Corp
Recent Activity
Decreased -2.52%
0.4%
$1.864M
9,912 shares@ $188.01 avg price
IEFAIshares Trust Core Msci Eafe
Recent Activity
Increased 30.78%
0.38%
$1.784M
25,389 shares@ $70.29 avg price
CVXChevron Corp
Recent Activity
Decreased -0.34%
0.35%
$1.656M
11,431 shares@ $144.84 avg price
APDAir Products & Chemicals Inc
Recent Activity
Increased 0.25%
0.35%
$1.644M
5,667 shares@ $290.04 avg price
ABTAbbott Labs
Recent Activity
Decreased -2.17%
0.35%
$1.621M
14,327 shares@ $113.12 avg price
LMTLockheed Martin Corp
Recent Activity
Decreased -0.77%
0.35%
$1.617M
3,328 shares@ $485.94 avg price
AMTAmerican Tower Corp
Recent Activity
Decreased -14.93%
0.34%
$1.605M
8,749 shares@ $183.42 avg price
ZTSZoetis Inc.
Recent Activity
Decreased -7.31%
0.34%
$1.586M
9,737 shares@ $162.94 avg price
DEDeere & Co
Recent Activity
Increased 0.41%
0.33%
$1.562M
3,687 shares@ $423.71 avg price