Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| WELCH & FORBES LLC | 02-06-2024 | 12-31-2023 | 366 | 6,620,253,499 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| AMPHENOL CORP NEW | CL A | 251 | $869,669 | 8,773 | 0.00 | 0.00 | 126 | 1.46 | 12-31-2023 |
| WABTEC | COM | 252 | $850,484 | 6,702 | 0.00 | 0.00 | -152 | -2.22 | 12-31-2023 |
| ISHARES TR | RUS 1000 VAL ETF | 253 | $845,254 | 5,115 | 0.00 | 0.00 | -122 | -2.33 | 12-31-2023 |
| J JILL INC | COM | 254 | $835,272 | 32,400 | 0.00 | 0.00 | -5,600 | -14.74 | 12-31-2023 |
