StockDriftsStockDriftsTop 4 Connolly Sarah T. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| MSFT | Microsoft Corporation | 35.15% | 1.0K | $389K | -96.76%(-30.93K) | — | 2023-12-31 | |
| NEE | NextEra Energy Inc | 25.64% | 4.7K | $284K | -89.50%(-39.86K) | — | 2023-12-31 | |
| PG | Procter & Gamble Co | 21.07% | 1.6K | $233K | -94.12%(-25.49K) | — | 2023-12-31 | |
| ABT | Abbott Laboratories | 18.14% | 1.8K | $201K | -89.25%(-15.15K) | — | 2023-12-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — |
| Top 20 Holdings Unweighted | — | — | — | — |
Connolly Sarah T. reports $1.11M in US-listed equity holdings across 4 positions in its most recent 13F filing. Its largest disclosed positions are MSFT (35.1%), NEE (25.6%) and PG (21.1%). Figures reflect the Q4 2023 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Connolly Sarah T.’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1845262). View Connolly Sarah T.’s 13F filings on SEC