Trust Company of Vermont’s Exact Sciences EXAS Stock Holding History

Trust Company of Vermont’s Portfolio EXAS Stock Details EXAS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-128	Closed	-$8.73K	–	835
2023 Q3	$8.73K	Hold	128	–	–	﹤0.01%	665
2023 Q2	$12K	Hold	128	–	–	﹤0.01%	654
2023 Q1	$8.68K	Hold	128	–	–	﹤0.01%	724
2022 Q4	$6.34K	Hold	128	–	–	﹤0.01%	751
2022 Q3	$4K	Hold	128	–	–	﹤0.01%	850
2022 Q2	$5K	Buy	+128	New	+$6.84K	﹤0.01%	779
2022 Q1	–	Sell	-128	Closed	-$10K	–	447
2021 Q4	$10K	Buy	+128	New	+$11.3K	﹤0.01%	665
2021 Q3	–	Sell	-128	Closed	-$16K	–	435
2021 Q2	$16K	Sell	128 -27	-17%	-$3.22K	﹤0.01%	585
2021 Q1	$20K	Buy	155 +27	+21%	+$3.7K	﹤0.01%	550
2020 Q4	$17K	Hold	128	–	–	﹤0.01%	563
2020 Q3	$13K	Hold	128	–	–	﹤0.01%	575
2020 Q2	$11K	Hold	128	–	–	﹤0.01%	608
2020 Q1	$7K	Hold	128	–	–	﹤0.01%	702
2019 Q4	$12K	Buy	128 +116	+967%	+$10.2K	﹤0.01%	689
2019 Q3	$1K	Hold	12	–	–	﹤0.01%	964
2019 Q2	$1K	Hold	12	–	–	﹤0.01%	987
2019 Q1	$1K	Buy	+12	New	+$1.02K	﹤0.01%	945

Other funds holding EXAS

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

AIM

ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Trust Company of Vermont's EXAS Position: Q4 2023 in Review

Trust Company of Vermont sold out of Exact Sciences (EXAS) in Q4 2023, closing a stake of 128 shares — an estimated $8.73K sold.

Trust Company of Vermont first reported a position in EXAS in Q1 2019 and held it in 17 quarters. The position peaked at $20K in Q1 2021. 648 funds tracked by Wall St. Rank hold EXAS as of Q4 2023.

Trust Company of Vermont reported no remaining Exact Sciences position as of Q4 2023 after selling out during the quarter.
Trust Company of Vermont sold 128 Exact Sciences shares in Q4 2023, an estimated $8.73K.
Trust Company of Vermont first reported a position in Exact Sciences in Q1 2019 and held it in 17 quarters.
Trust Company of Vermont's Exact Sciences position peaked at $20K in Q1 2021.
648 funds tracked by Wall St. Rank held Exact Sciences as of Q4 2023.

Based on Trust Company of Vermont's 13F filing for Q4 2023, filed 8 Mar 2024.