Bollard Group LLC has filed its 13F form on November 13, 2024 for Q3 2024 where it was disclosed a total value porftolio of $3.76 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 $1.78B, Eli Lilly & CO with a value of $223M, Gartner Inc with a value of $194M, Amazon Com Inc with a value of $143M, and Microsoft Corp with a value of $125M.

Examining the 13F form we can see an increase of $214M in the current position value, from $3.54B to 3.76B.

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 $3.76 Billion
Healthcare: $2.14 Billion
Technology: $347 Million
Energy: $275 Million
Utilities: $186 Million
Industrials: $168 Million
Consumer Cyclical: $162 Million
Financial Services: $145 Million
Basic Materials: $102 Million
Other: $235 Million

Stock Holdings Table Market Cap. of Under $50 Millions

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

Summary

  • Portfolio
  • No. of Stocks 305
  • Current Value $3.76 Billion
  • Prior Value $3.54 Billion
  • Filing
  • Period Q3 2024
  • Filing Date November 13, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 3 stocks
  • Additional Purchases 179 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 33 stocks
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