Shauna Haglof

@Rockland Trust Co

Latest period2024 - Q4

Reported4d ago

Managed Assets$1.967B

Total 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

Current New Position Increased Decreased Exited

Investment	Portfolio %	Reported Value	Recent Activity
AMDAdvanced Micro Dev Recent Activity Exited	0%	$262,528 1,600 shares@ $164.08 avg price	Exited
RIORio Tinto Plc Recent Activity Exited	0%	$252,298 3,545 shares@ $71.18 avg price	Exited
AEPAmerican Electric Power Co Inc Recent Activity Exited	0%	$237,622 2,316 shares@ $102.61 avg price	Exited
SHMSsga Funds Management Inc Recent Activity Exited	0%	$225,632 4,687 shares@ $48.14 avg price	Exited
VBKVanguard Etf Usa Recent Activity Exited	0%	$208,548 780 shares@ $267.37 avg price	Exited
AONAon Plc Recent Activity Exited	0%	$208,286 602 shares@ $346.0 avg price	Exited
INTCIntel Corp Recent Activity Exited	0%	$203,398 8,670 shares@ $23.46 avg price	Exited
IDXXIdexx Laboratories Inc Recent Activity Exited	0%	$202,088 400 shares@ $505.22 avg price	Exited
WUWestern Union Comp Recent Activity Exited	0%	$173,582 14,550 shares@ $11.94 avg price	Exited