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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
VYMVanguard Whitehall
Recent Activity
Decreased -0.83%
0.24%
$4.532M
35,520 shares@ $127.6 avg price
NVDANvidia Corp
Recent Activity
Decreased -7.73%
0.23%
$4.39M
32,694 shares@ $134.29 avg price
IXPIshares
Recent Activity
Decreased -1.67%
0.21%
$4.003M
41,411 shares@ $96.67 avg price
AIGAmer Intl Grp
Recent Activity
Decreased -0.97%
0.19%
$3.691M
50,702 shares@ $72.81 avg price
SPGIS&p Global Inc
Recent Activity
Decreased -74.44%
0.18%
$3.398M
6,822 shares@ $498.04 avg price
DOVDover Corp
Recent Activity
Decreased -0.49%
0.15%
$2.915M
15,537 shares@ $187.6 avg price
FMHIFirst Trust Etfs Usa
Recent Activity
Decreased -11.96%
0.14%
$2.749M
56,931 shares@ $48.3 avg price
IBMIntl Business Mchn
Recent Activity
Decreased -2.47%
0.14%
$2.594M
11,799 shares@ $219.83 avg price
EPSWisdomtree Asset Management Inc
Recent Activity
Decreased -1.23%
0.14%
$2.585M
42,246 shares@ $61.18 avg price
DHRDanaher Corp
Recent Activity
Decreased -44.85%
0.12%
$2.17M
9,452 shares@ $229.56 avg price