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Connolly Sarah T.

Portfolio Manager
Connolly Sarah T.
Performance
0% (N/A)
AUM (13F)
$1.11M
# of Holdings
4
Performance Rank
N/A
Allocation (Top 20)
N/A

Connolly Sarah T. Holdings Map

Top 4 Connolly Sarah T. Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
MSFT
Microsoft Corporation
35.15%1.0K$389K
-96.76%(-30.93K)
2022-Q4: 35.3K shares2023-Q1: 36.1K shares2023-Q2: 35.9K shares2023-Q3: 32.0K shares2023-Q4: 1.0K shares2023-12-31
NEE
NextEra Energy Inc
25.64%4.7K$284K
-89.50%(-39.86K)
2022-Q4: 33.5K shares2023-Q1: 39.2K shares2023-Q2: 38.8K shares2023-Q3: 44.5K shares2023-Q4: 4.7K shares2023-12-31
PG
Procter & Gamble Co
21.07%1.6K$233K
-94.12%(-25.49K)
2022-Q4: 29.7K shares2023-Q1: 28.2K shares2023-Q2: 28.1K shares2023-Q3: 27.1K shares2023-Q4: 1.6K shares2023-12-31
ABT
Abbott Laboratories
18.14%1.8K$201K
-89.25%(-15.15K)
2022-Q4: 18.0K shares2023-Q1: 17.6K shares2023-Q2: 17.6K shares2023-Q3: 17.0K shares2023-Q4: 1.8K shares2023-12-31

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