Bollard Group LLC has filed its 13F form on August 14, 2024 for Q2 2024 where it was disclosed a total value porftolio of $3.54 Billion distributed in 304 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Boston Scientific Corp with a value of $1.67B, Eli Lilly & CO with a value of $228M, Gartner Inc with a value of $172M, Amazon Com Inc with a value of $148M, and Microsoft Corp with a value of $131M.

Examining the 13F form we can see an increase of $238M in the current position value, from $3.31B to 3.54B.

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 $3.54 Billion
Healthcare: $2.02 Billion
Technology: $328 Million
Energy: $269 Million
Consumer Cyclical: $166 Million
Utilities: $166 Million
Industrials: $146 Million
Financial Services: $129 Million
Communication Services: $98.6 Million
Other: $218 Million

Stock Holdings Table Companies Only

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

Summary

  • Portfolio
  • No. of Stocks 304
  • Current Value $3.54 Billion
  • Prior Value $3.31 Billion
  • Filing
  • Period Q2 2024
  • Filing Date August 14, 2024
  • Form Type 13F-HR
  • Activity in Q2 2024
  • New Purchases 5 stocks
  • Additional Purchases 205 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 11 stocks
Track This Portfolio

Track Bollard Group LLC Portfolio

Follow Bollard Group LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Bollard Group LLC, based on Form 13F filings with the SEC.

News

Stay updated on Bollard Group LLC with notifications on news.