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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
MRKMerck & Co Inc
Recent Activity
Increased 7.91%
2.11%
$41.484M
417,011 shares@ $99.48 avg price
UNHUnitedhealth Group Inc
Recent Activity
Increased 1.88%
2.05%
$40.187M
79,442 shares@ $505.86 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
SPLBSsga Funds Management Inc
Recent Activity
Increased 4.84%
1.8%
$35.273M
1.587M shares@ $22.24 avg price
BRK.BBerkshire Hathaway Inc
Recent Activity
Increased 0.91%
1.75%
$34.287M
75,641 shares@ $453.29 avg price
CBChubb Limited Com
Recent Activity
Increased 1.55%
1.7%
$33.26M
120,378 shares@ $276.31 avg price
PGProcter & Gamble Co The
Recent Activity
Increased 1.95%
1.65%
$32.404M
193,283 shares@ $167.66 avg price
MAMastercard Inc
Recent Activity
Increased 0.43%
1.65%
$32.306M
61,352 shares@ $526.57 avg price