Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| GRANDFIELD & DODD LLC | 01-31-2024 | 12-31-2023 | 195 | 1,447,222,059 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | 151 | $470,231 | 9,816 | 0.00 | 0.00 | 315 | 3.32 | 12-31-2023 |
| WALMART INC | COM | 152 | $463,806 | 2,942 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| NIKE INC | CL B | 153 | $453,515 | 4,177 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| CISCO SYS INC | COM | 154 | $449,797 | 8,903 | 0.00 | 0.00 | 727 | 8.89 | 12-31-2023 |
