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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
CLColgate-palmolive
Recent Activity
Decreased -5.8%
0.78%
$15.255M
167,801 shares@ $90.92 avg price
CPRTCopart Inc
Recent Activity
Decreased -3.95%
0.77%
$15.068M
262,561 shares@ $57.4 avg price
NKENike Inc
Recent Activity
Decreased -3.67%
0.76%
$14.795M
195,514 shares@ $75.67 avg price
HDHome Depot Inc The
Recent Activity
Decreased -10.5%
0.72%
$14.013M
36,023 shares@ $388.99 avg price
MCDMcdonald's Corp
Recent Activity
Decreased -0.6%
0.67%
$13.123M
45,268 shares@ $289.9 avg price
XLKSelect Sector Spdr
Recent Activity
Decreased -1.57%
0.63%
$12.376M
53,226 shares@ $232.53 avg price
LINLinde Plc
Recent Activity
Decreased -11.44%
0.59%
$11.599M
27,704 shares@ $418.68 avg price
BMYBristol-myrs Squib
Recent Activity
Decreased -1.65%
0.57%
$11.045M
195,288 shares@ $56.56 avg price
SOSouthern Co The
Recent Activity
Decreased -1.72%
0.56%
$10.835M
131,619 shares@ $82.32 avg price
WMTWalmart Inc
Recent Activity
Decreased -4.41%
0.54%
$10.431M
115,446 shares@ $90.35 avg price