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Shauna Haglof

@Rockland Trust Co

Latest period2024 - Q4ReportedManaged Assets$1.967BTotal holdings279
Assets growth rate-3.21%Assets growth rate (2-Q avg)1.96%Continuous growth in asset value0 quarters

Portfolio positions

This chart displays the top 10 holdings in Rockland Trust Co's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 279 positions.

Assets under management

The assets under management (AUM) of Rockland Trust Co over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 1.967B in assets, with a quarterly growth rate of -3.21% and a 2-quarter average growth rate of 1.96%. The portfolio is managed by Shauna Haglof, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
GLDSpdr Gold Trust
Recent Activity
Decreased -1.82%
4.4%
$86.492M
357,212 shares@ $242.14 avg price
IVOVVanguard Etf Usa
Recent Activity
Decreased -0.33%
3.9%
$76.637M
802,012 shares@ $95.56 avg price
AAPLApple Inc
Recent Activity
Decreased -0.26%
3.26%
$64.074M
255,865 shares@ $250.42 avg price
INDBIndependent Bank Corp
Recent Activity
Decreased -6.01%
1.98%
$38.847M
605,183 shares@ $64.2 avg price
JPMJpmorgan Chase & Co
Recent Activity
Decreased -15.21%
1.96%
$38.52M
160,694 shares@ $239.72 avg price
METAMeta Platforms Inc
Recent Activity
Decreased -4.36%
1.86%
$36.448M
62,250 shares@ $585.51 avg price
TJXTjx Cos Inc The
Recent Activity
Decreased -0.26%
1.42%
$27.898M
230,928 shares@ $120.82 avg price
STIPBlackrock Fund Advisors
Recent Activity
Decreased -0.36%
1.14%
$22.376M
222,422 shares@ $100.6 avg price
ADPAutomatic Data Processing
Recent Activity
Decreased -5.11%
1.07%
$21.009M
71,769 shares@ $292.74 avg price
JNJJohnson & Johnson
Recent Activity
Decreased -1.05%
0.82%
$15.935M
110,188 shares@ $144.62 avg price