Bollard Group LLC has filed its 13F form on May 13, 2024 for Q1 2024 where it was disclosed a total value porftolio of $3.31 Billion distributed in 305 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Boston Scientific Corp with a value of $1.51B, Eli Lilly & CO with a value of $196M, Gartner Inc with a value of $182M, Amazon Com Inc with a value of $137M, and Microsoft Corp with a value of $119M.

Examining the 13F form we can see an increase of $430M in the current position value, from $2.88B to 3.31B.

Bollard Group LLC is based out at Boston, MA

Below you can find more details about Bollard Group LLC portfolio as well as his latest detailed transactions.

Portfolio value $3.31 Billion
Healthcare: $1.84 Billion
Technology: $322 Million
Energy: $264 Million
Consumer Cyclical: $157 Million
Industrials: $157 Million
Utilities: $152 Million
Financial Services: $124 Million
Basic Materials: $89 Million
Other: $201 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 305
  • Current Value $3.31 Billion
  • Prior Value $2.88 Billion
  • Filing
  • Period Q1 2024
  • Filing Date May 13, 2024
  • Form Type 13F-HR
  • Activity in Q1 2024
  • New Purchases 4 stocks
  • Additional Purchases 202 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 9 stocks
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