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
Investment | Portfolio % | Reported Value | Recent Activity |
---|---|---|---|
BLKBlackrock Inc
| 0% | $25.9M 27,277 shares@ $949.51 avg price | Exited |
HBANHuntington Bancshares Inc Oh
| 0% | $1.088M 74,008 shares@ $14.71 avg price | Exited |
CHEChemed Corp
| 0% | $600,970 1,000 shares@ $600.97 avg price | Exited |
KKellanova
| 0% | $520,337 6,447 shares@ $80.71 avg price | Exited |
CAHCardinal Health Inc
| 0% | $510,602 4,620 shares@ $110.52 avg price | Exited |
ADIAnalog Devices Inc
| 0% | $441,466 1,918 shares@ $230.17 avg price | Exited |
LRCXLam Research Corp
| 0% | $368,868 452 shares@ $816.08 avg price | Exited |
NEMNewmont Corp
| 0% | $326,793 6,114 shares@ $53.45 avg price | Exited |
WLKTtwf Lp
| 0% | $320,869 2,135 shares@ $150.29 avg price | Exited |
PGRProgressive Cp(oh)
| 0% | $274,822 1,083 shares@ $253.76 avg price | Exited |