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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
SPGIS&p Global Inc
Recent Activity
Decreased -0.06%
0.16%
$721,147
1,448 shares@ $498.03 avg price
SBUXStarbucks Corp
Recent Activity
Decreased -28.01%
0.15%
$689,851
7,560 shares@ $91.26 avg price
DLRDigital Realty Trust Inc
Recent Activity
Decreased -0.77%
0.15%
$683,430
3,854 shares@ $177.34 avg price
BACBank Of America Corp
Recent Activity
Decreased -1.85%
0.15%
$673,358
15,321 shares@ $43.96 avg price
MMM3m Company
Recent Activity
Increased 0.12%
0.14%
$652,292
5,053 shares@ $129.1 avg price
MDYSpdr S&p Midcap 400
Recent Activity
0.14%
$645,904
1,134 shares@ $569.59 avg price
VZVerizon Communications
Recent Activity
Increased 19.96%
0.14%
$637,761
15,948 shares@ $40.0 avg price
TTEKTetra Tech Inc New
Recent Activity
0.14%
$628,078
15,765 shares@ $39.85 avg price
FDXFedex Corp
Recent Activity
0.14%
$617,238
2,194 shares@ $281.33 avg price
NOWService Now Inc
Recent Activity
Decreased -0.89%
0.13%
$587,306
554 shares@ $1060.12 avg price