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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
ULUnilever Plc
Recent Activity
Decreased -2.42%
0.52%
$10.093M
178,003 shares@ $56.7 avg price
HPQHp Inc
Recent Activity
Decreased -1.56%
0.5%
$9.767M
299,311 shares@ $32.64 avg price
EMREmerson Electric
Recent Activity
Decreased -7.84%
0.46%
$9.015M
72,740 shares@ $123.94 avg price
GEGeneral Electric Co
Recent Activity
Decreased -0.01%
0.41%
$7.989M
47,901 shares@ $166.8 avg price
ROKRockwell Automation
Recent Activity
Decreased -0.37%
0.4%
$7.828M
27,392 shares@ $285.8 avg price
ABBVAbbvie Inc
Recent Activity
Decreased -7.93%
0.3%
$5.772M
32,484 shares@ $177.71 avg price
BACBk Of America Corp
Recent Activity
Decreased -4.19%
0.26%
$5.038M
114,624 shares@ $43.96 avg price
ORLYO'reilly Automotive Inc
Recent Activity
Decreased -1.98%
0.25%
$4.856M
4,095 shares@ $1185.8 avg price
GEVGe Vernova Inc
Recent Activity
Decreased -1.59%
0.25%
$4.821M
14,658 shares@ $328.94 avg price
CVXChevron Corp
Recent Activity
Decreased -9.56%
0.24%
$4.559M
31,479 shares@ $144.85 avg price