Grove Bank & Trust Portfolio Holdings
Grove Bank & Trust
- $713 Million
- Q4 2024
Grove Bank & Trust has filed its 13F form on January 16, 2025 for Q4 2024 where it was disclosed a total value porftolio of $713 Million distributed in 873 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Vanguard Index Fds S&P 500 ETF with a value of $89.8M, Ishares Core S&P Mid Cap ETF with a value of $47M, Apple Inc. with a value of $44.1M, Ishares Core S&P Sm Cap ETF with a value of $31.9M, and Ishares Core S&P 500 ETF with a value of $21.9M.
Examining the 13F form we can see an increase of $43.4M in the current position value, from $670M to 713M.
Below you can find more details about Grove Bank & Trust portfolio as well as his latest detailed transactions.
Portfolio value
$713 Million
ETFs: $404 Million
Technology: $113 Million
Financial Services: $40.5 Million
Healthcare: $37.2 Million
Consumer Cyclical: $29.4 Million
Communication Services: $25.5 Million
Consumer Defensive: $16.7 Million
Industrials: $15.5 Million
Other: $31.6 Million
Stock Holdings Table
Summary
- Portfolio
- No. of Stocks 873
- Current Value $713 Million
- Prior Value $670 Million
- Filing
- Period Q4 2024
- Filing Date January 16, 2025
- Form Type 13F-HR
- Activity in Q4 2024
- New Purchases 134 stocks
- Additional Purchases 406 stocks
- Sold out of 0 stocks
- Reduced holdings in 122 stocks