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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
XOMExxon Mobil Corp
Recent Activity
Increased 2.87%
1.5%
$29.396M
273,275 shares@ $107.58 avg price
TJXTjx Cos Inc The
Recent Activity
Decreased -0.26%
1.42%
$27.898M
230,928 shares@ $120.82 avg price
UNPUnion Pacific Corp
Recent Activity
Increased 6.34%
1.42%
$27.858M
122,162 shares@ $228.05 avg price
EOGEog Resources Inc
Recent Activity
Increased 3%
1.39%
$27.315M
222,835 shares@ $122.58 avg price
SBUXStarbucks Corp
Recent Activity
Increased 3.79%
1.33%
$26.077M
285,774 shares@ $91.26 avg price
ACNAccenture Plc
Recent Activity
Increased 3.18%
1.23%
$24.087M
68,470 shares@ $351.8 avg price
HONHoneywell International Inc
Recent Activity
Increased 7.16%
1.23%
$24.037M
106,411 shares@ $225.9 avg price
NEENextera Energy
Recent Activity
Increased 1.03%
1.22%
$23.869M
332,952 shares@ $71.7 avg price
VEEVVeeva Systems Inc
Recent Activity
Increased 4.96%
1.21%
$23.709M
112,764 shares@ $210.25 avg price
INTUIntuit Inc
Recent Activity
Increased 2.96%
1.17%
$22.829M
36,323 shares@ $628.51 avg price