Trust Company of Vermont’s Worthington Enterprises WOR Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-2,000	Closed	-$82.9K	–	1123
2024 Q3	$82.9K	Sell	2,000 -1,000	-33%	-$45.5K	﹤0.01%	435
2024 Q2	$142K	Hold	3,000	–	–	0.01%	356
2024 Q1	$187K	Hold	3,000	–	–	0.01%	318
2023 Q4	$173K	Sell	3,000 -1,866	-38%	-$82K	0.01%	295
2023 Q3	$185K	Hold	4,866	–	–	0.01%	301
2023 Q2	$208K	Hold	4,866	–	–	0.01%	303
2023 Q1	$194K	Buy	+4,866	New	+$172K	0.01%	310
2015 Q3	–	Sell	-120	Closed	-$2K	–	817
2015 Q2	$2K	Buy	+120	New	+$2.05K	﹤0.01%	786

Other funds holding WOR

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

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return

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

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

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

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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

Trust Company of Vermont sold out of Worthington Enterprises (WOR) in Q4 2024, closing a stake of 2,000 shares — an estimated $82.9K sold.

Trust Company of Vermont first reported a position in WOR in Q2 2015 and held it in 8 quarters. The position peaked at $208K in Q2 2023. 241 funds tracked by Wall St. Rank hold WOR as of Q4 2024.

Trust Company of Vermont reported no remaining Worthington Enterprises position as of Q4 2024 after selling out during the quarter.
Trust Company of Vermont sold 2,000 Worthington Enterprises shares in Q4 2024, an estimated $82.9K.
Trust Company of Vermont first reported a position in Worthington Enterprises in Q2 2015 and held it in 8 quarters.
Trust Company of Vermont's Worthington Enterprises position peaked at $208K in Q2 2023.
241 funds tracked by Wall St. Rank held Worthington Enterprises as of Q4 2024.

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