Trust Company of Vermont’s Factset FDS Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-24	Closed	-$11.5K	–	1054
2024 Q4	$11.5K	Sell	24 -10	-29%	-$4.75K	﹤0.01%	759
2024 Q3	$15.6K	Buy	+34	New	+$14.4K	﹤0.01%	696
2022 Q3	–	Sell	-9	Closed	-$3K	–	982
2022 Q2	$3K	Buy	+9	New	+$3.52K	﹤0.01%	829
2019 Q4	–	Sell	-100	Closed	-$25K	–	932
2019 Q3	$25K	Hold	100	–	–	﹤0.01%	582
2019 Q2	$29K	Hold	100	–	–	﹤0.01%	562
2019 Q1	$25K	Sell	100 -100	-50%	-$22.4K	﹤0.01%	573
2018 Q4	$40K	Hold	200	–	–	﹤0.01%	493
2018 Q3	$45K	Sell	200 -220	-52%	-$47.7K	﹤0.01%	534
2018 Q2	$83K	Sell	420 -12	-3%	-$2.4K	0.01%	437
2018 Q1	$86K	Hold	432	–	–	0.01%	412
2017 Q4	$83K	Buy	432 +128	+42%	+$24.6K	0.01%	426
2017 Q3	$55K	Hold	304	–	–	0.01%	481
2017 Q2	$51K	Buy	+304	New	+$49.7K	0.01%	496
2016 Q1	–	Sell	-23	Closed	-$4K	–	745
2015 Q4	$4K	Buy	+23	New	+$3.86K	﹤0.01%	697

Other funds holding FDS

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

Trust Company of Vermont's FDS Position: Q1 2025 in Review

Trust Company of Vermont sold out of Factset (FDS) in Q1 2025, closing a stake of 24 shares — an estimated $11.5K sold.

Trust Company of Vermont first reported a position in FDS in Q4 2015 and held it in 14 quarters. The position peaked at $86K in Q1 2018. 827 funds tracked by Wall St. Rank hold FDS as of Q1 2025.

Trust Company of Vermont reported no remaining Factset position as of Q1 2025 after selling out during the quarter.
Trust Company of Vermont sold 24 Factset shares in Q1 2025, an estimated $11.5K.
Trust Company of Vermont first reported a position in Factset in Q4 2015 and held it in 14 quarters.
Trust Company of Vermont's Factset position peaked at $86K in Q1 2018.
827 funds tracked by Wall St. Rank held Factset as of Q1 2025.

Based on Trust Company of Vermont's 13F filing for Q1 2025, filed 24 Apr 2025.