Bollard Group LLC Portfolio Holdings
Bollard Group LLC
- $3.61 Billion
- Q4 2024
Bollard Group LLC has filed its 13F form on February 14, 2025 for Q4 2024 where it was disclosed a total value porftolio of $3.61 Billion distributed in 289 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Boston Scientific Corp with a value of $1.85B, Eli Lilly & CO with a value of $185M, Gartner Inc with a value of $173M, Amazon Com Inc with a value of $157M, and Microsoft Corp with a value of $118M.
Examining the 13F form we can see an decrease of $151M in the current position value, from $3.76B to 3.61B.
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
$3.61 Billion
Healthcare: $2.09 Billion
Technology: $316 Million
Energy: $282 Million
Consumer Cyclical: $177 Million
Utilities: $159 Million
Industrials: $149 Million
Financial Services: $139 Million
Communication Services: $98.4 Million
Other: $195 Million
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
Summary
- Portfolio
- No. of Stocks 289
- Current Value $3.61 Billion
- Prior Value $3.76 Billion
- Filing
- Period Q4 2024
- Filing Date February 14, 2025
- Form Type 13F-HR
- Activity in Q4 2024
- New Purchases 5 stocks
- Additional Purchases 131 stocks
- Sold out of 0 stocks
- Reduced holdings in 82 stocks