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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
CRHCrh
Recent Activity
New Position
0.02%
$230,375
2,490 shares@ $92.53 avg price
FITB5th Third Bancorp
Recent Activity
New Position
0.02%
$217,319
5,140 shares@ $42.28 avg price
ADCAgree Realty Corp
Recent Activity
New Position
0.02%
$212,759
3,020 shares@ $70.45 avg price
ZSZscaler Inc
Recent Activity
New Position
0.02%
$202,962
1,125 shares@ $180.42 avg price
CRMSalesforce Inc
Recent Activity
New Position
0.02%
$200,264
599 shares@ $334.34 avg price