Shauna Haglof

@Rockland Trust Co

Latest period2024 - Q4

Reported4d ago

Managed Assets$1.967B

Total 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

Current New Position Increased Decreased Exited

Investment	Portfolio %	Reported Value	Recent Activity
WTMFWisdomtree Asset Management Inc Recent Activity New Position	0.11%	$2.061M 59,001 shares@ $34.94 avg price	New Position
RFRegions Financial Corp Recent Activity New Position	0.07%	$1.304M 55,424 shares@ $23.52 avg price	New Position
XLPSelect Sector Spdr Recent Activity New Position	0.03%	$423,629 5,389 shares@ $78.61 avg price	New Position
AMATApplied Materials Recent Activity New Position	0.02%	$388,361 2,388 shares@ $162.64 avg price	New Position
COFCapital One Financial Corp Recent Activity New Position	0.02%	$387,311 2,172 shares@ $178.32 avg price	New Position
PKGPackaging Corp Of America Recent Activity New Position	0.02%	$376,192 1,671 shares@ $225.13 avg price	New Position
ETNEaton Corp Plc Recent Activity New Position	0.02%	$368,044 1,109 shares@ $331.88 avg price	New Position
SYYSysco Corp Recent Activity New Position	0.02%	$363,797 4,758 shares@ $76.47 avg price	New Position
AEMAgnico Eagle Mines Recent Activity New Position	0.02%	$308,147 3,940 shares@ $78.21 avg price	New Position
PWRQuanta Services Inc Recent Activity New Position	0.02%	$255,684 809 shares@ $316.05 avg price	New Position