Connolly Sarah T. Portfolio Holdings

Connolly Sarah T.

$1.11 Billion
Q4 2023

Connolly Sarah T. has filed its 13F form on February 09, 2024 for Q4 2023 where it was disclosed a total value porftolio of $1.11 Billion distributed in 4 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $389M, Nextera Energy Inc with a value of $284M, Procter & Gamble CO with a value of $233M, and Abbott Laboratories with a value of $201M.

Examining the 13F form we can see an increase of $958M in the current position value, from $149M to 1.11B.

Connolly Sarah T. is based out at Boston, MA

Below you can find more details about Connolly Sarah T. portfolio as well as his latest detailed transactions.

Portfolio value $1.11 Billion

Technology: $389 Million

Utilities: $284 Million

Consumer Defensive: $233 Million

Healthcare: $201 Million

Stock Holdings Table

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade
MSFT Microsoft Corp Technology	$3.17T	$389 Million 35.15% of portfolio	1,035	Q4 2023 Reduced 96.76%
NEE Nextera Energy Inc Utilities	$141B	$284 Million 25.64% of portfolio	4,675	Q4 2023 Reduced 89.5%
PG Procter & Gamble CO Consumer Defensive	$396B	$233 Million 21.07% of portfolio	1,592	Q4 2023 Reduced 94.12%
ABT Abbott Laboratories Healthcare	$198B	$201 Million 18.14% of portfolio	1,825	Q4 2023 Reduced 89.25%

Summary

Portfolio
No. of Stocks 4
Current Value $1.11 Billion
Prior Value $149 Million
Filing
Period Q4 2023
Filing Date February 09, 2024
Form Type 13F-HR
Activity in Q4 2023
New Purchases 0 stocks
Additional Purchases 0 stocks
Sold out of 0 stocks
Reduced holdings in 4 stocks

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