BG
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Bollard Group LLC13F | |
Bollard Group LLC | |
Last update 2025-02-16 | 289 Stocks (3 new) |
Value $3.61 Bil | Turnover 0 % |
Bollard Group LLC Top Holdings of 2024-12-31
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Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
---|---|---|---|---|---|---|---|---|---|---|---|---|
BSX | Boston Scientific Corp | 20,733,226 | 1,851,890.0 | -2.40% | 51.330 | -1.14% | 1.410 | +13.20% | +12.73% | 148,927.6 | Medical Devices & Instruments | |
LLY | Eli Lilly and Co | 239,895 | 185,200.0 | -4.62% | 5.130 | -0.27% | 0.030 | +9.28% | +8.68% | 752,280.2 | Drug Manufacturers | |
IT | Gartner Inc | 357,790 | 173,340.0 | -6.53% | 4.800 | -0.34% | 0.470 | -12.39% | -11.16% | 33,061.0 | Software | |
AMZN | Amazon.com Inc | 715,672 | 157,010.0 | -6.68% | 4.350 | -0.25% | 0.010 | -12.76% | -10.57% | 2,079,380.5 | Retail - Cyclical | |
MSFT | Microsoft Corp | 280,471 | 118,220.0 | -3.77% | 3.280 | -0.13% | 0.000 | -10.21% | -6.99% | 2,908,619.9 | Software | |
GOOG | Alphabet Inc | 421,616 | 80,290.0 | -6.38% | 2.230 | -0.13% | 0.000 | -13.74% | -12.60% | 2,011,461.3 | Interactive Media | |
OKE | ONEOK Inc | 746,202 | 74,920.0 | -2.59% | 2.080 | -0.05% | 0.120 | +0.32% | 0% | 62,021.9 | Oil & Gas | |
CAT | Caterpillar Inc | 194,404 | 70,520.0 | -9.43% | 1.950 | -0.21% | 0.040 | -7.93% | -7.10% | 160,480.0 | Farm & Heavy Construction Machinery | |
SCCO | Southern Copper Corp | 727,385 | 65,810.0 | -8.77% | 1.820 | -0.21% | 0.090 | +9.54% | +11.80% | 79,944.7 | Metals & Mining | |
EPD | Enterprise Products Partners LP | 1,527,099 | 47,890.0 | -1.71% | 1.330 | -0.02% | 0.070 | +10.97% | +9.66% | 73,308.9 | Oil & Gas |
Bollard Group LLC's Historical Top Holdings Breakdowns
Bollard Group LLC's Top Stock Picks
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Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
---|---|---|---|---|---|---|---|---|---|---|---|
TMO | Thermo Fisher Scientific Inc | 2024-12-31 | Reduce | -1.83% | 501.29 ($548.8) 612.72 | $517.72 | -5.66% | Reduce -100% | 1 | -111,254 | |
BSX | Boston Scientific Corp | 2024-12-31 | Reduce | -1.14% | 83.62 ($88.09) 91.5 | $100.69 | 14.30% | Reduce -2.4% | 20,733,226 | -510,325 | |
IT | Gartner Inc | 2024-12-31 | Reduce | -0.34% | 481.22 ($515.78) 551.8 | $430.38 | -16.56% | Reduce -6.53% | 357,790 | -25,005 | |
LLY | Eli Lilly and Co | 2024-12-31 | Reduce | -0.27% | 727.2 ($827.11) 932.06 | $837.57 | 1.26% | Reduce -4.62% | 239,895 | -11,628 | |
AMZN | Amazon.com Inc | 2024-12-31 | Reduce | -0.25% | 180.8 ($204.89) 232.93 | $196.21 | -4.24% | Reduce -6.68% | 715,672 | -51,221 | |
CAT | Caterpillar Inc | 2024-12-31 | Reduce | -0.21% | 360.37 ($387.75) 416.88 | $335.78 | -13.40% | Reduce -9.43% | 194,404 | -20,247 | |
SCCO | Southern Copper Corp | 2024-12-31 | Reduce | -0.21% | 90.47 ($104.49) 116.37 | $100.41 | -3.90% | Reduce -8.77% | 727,385 | -69,402 | |
FDVV | Fidelity High Dividend ETF | 2024-12-31 | Sold Out | -0.19% | 49.66 ($51.25) 52.63 | $49.65 | -3.12% | Sold Out | 0 | -138,938 | |
GOOG | Alphabet Inc | 2024-12-31 | Reduce | -0.13% | 163.06 ($176.63) 198.16 | $166.25 | -5.88% | Reduce -6.38% | 421,616 | -28,717 | |
JPM | JPMorgan Chase & Co | 2024-12-31 | Reduce | -0.13% | 205.23 ($233.33) 250.29 | $241.63 | 3.56% | Reduce -16.45% | 122,454 | -24,103 |
Bollard Group LLC Total Holding History ($B)
Bollard Group LLC's Asset Allocation
Bollard Group LLC Past Portfolios
Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
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Bollard Group LLC's Hypothetical Growth since 2024-12-31
Bollard Group LLC's Yearly Returns
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Bollard Group LLC's Holdings Heat Map
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Bollard Group LLC's Holdings Bubble Chart
Bollard Group LLC News
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