test

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