Institutional
Connolly Sarah T.
CIK 0001845262
$1.1M
Reported AUM
4
Positions
Q4 2023
Period
2024-02-09
Filed
Editorial summary
Summary for Connolly Sarah T. · Q4 2023 is not yet generated. It will appear here after the next nightly run.
Portfolio · Q4 2023
Top holdings
| # | Stock | Issuer | Price | Day % | 1Y Gr. | 5Y Gr. | Value | % of book | Δ shares (QoQ) | Status |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | MSFT | Microsoft Corporation | $465.00 | 3.08% | -10.62% | 60.10% | $389K | 35.15% | — | HELD |
| 2 | NEE | NextEra Energy Inc | $86.93 | -1.14% | 28.52% | 18.85% | $284K | 25.64% | — | HELD |
| 3 | PG | Procter & Gamble Co | $144.52 | 0.39% | -1.27% | 15.38% | $233K | 21.07% | — | HELD |
| 4 | ABT | Abbott Laboratories | $105.74 | 0.12% | -15.36% | -8.15% | $201K | 18.14% | — | HELD |
Source: SEC EDGAR · accession 0001324022-24-000004. 13F discloses long positions only — shorts, foreign equities, and options are excluded.