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 Market Cap. of $200 Billions or more

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.1T
$389 Million 35.15% of portfolio
1,035
Q4 2023 Reduced 96.76%
$405B
$233 Million 21.07% of portfolio
1,592
Q4 2023 Reduced 94.12%
$206B
$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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