Trust Company of Vermont’s Peloton Interactive PTON Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-300	Closed	-$1.4K	–	1102
2024 Q3	$1.4K	Hold	300	–	–	﹤0.01%	977
2024 Q2	$1.01K	Hold	300	–	–	﹤0.01%	833
2024 Q1	$1.29K	Hold	300	–	–	﹤0.01%	799
2023 Q4	$1.83K	Hold	300	–	–	﹤0.01%	701
2023 Q3	$1.51K	Hold	300	–	–	﹤0.01%	764
2023 Q2	$2.31K	Hold	300	–	–	﹤0.01%	766
2023 Q1	$3.4K	Hold	300	–	–	﹤0.01%	792
2022 Q4	$2.38K	Hold	300	–	–	﹤0.01%	803
2022 Q3	$2K	Hold	300	–	–	﹤0.01%	931
2022 Q2	$3K	Buy	+300	New	+$4.81K	﹤0.01%	836
2022 Q1	–	Sell	-300	Closed	-$11K	–	638
2021 Q4	$11K	Buy	+300	New	+$18.3K	﹤0.01%	662

Other funds holding PTON

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

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

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

DCM

DME Capital Management New York $3.19B AUM 23.22% 1-Year Est. Return

HAI

Hennessy Advisors Inc Novato, California $3.13B AUM 77.26% 1-Year Est. Return

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

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

Trust Company of Vermont's PTON Position: Q4 2024 in Review

Trust Company of Vermont sold out of Peloton Interactive (PTON) in Q4 2024, closing a stake of 300 shares — an estimated $1.4K sold.

Trust Company of Vermont first reported a position in PTON in Q4 2021 and held it in 11 quarters. The position peaked at $11K in Q4 2021. 438 funds tracked by Wall St. Rank hold PTON as of Q4 2024.

Trust Company of Vermont reported no remaining Peloton Interactive position as of Q4 2024 after selling out during the quarter.
Trust Company of Vermont sold 300 Peloton Interactive shares in Q4 2024, an estimated $1.4K.
Trust Company of Vermont first reported a position in Peloton Interactive in Q4 2021 and held it in 11 quarters.
Trust Company of Vermont's Peloton Interactive position peaked at $11K in Q4 2021.
438 funds tracked by Wall St. Rank held Peloton Interactive as of Q4 2024.

Based on Trust Company of Vermont's 13F filing for Q4 2024, filed 15 Jan 2025.