Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
---|---|---|---|---|
GRANDFIELD & DODD LLC | 01-31-2024 | 12-31-2023 | 195 | 1,447,222,059 |
Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
---|---|---|---|---|---|---|---|---|---|
BERKSHIRE HATHAWAY INC DEL | CL A | 51 | $9,224,626 | 17 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
MONDELEZ INTL INC | CL A | 52 | $7,099,734 | 98,022 | 0.00 | 0.00 | 1,037 | 1.07 | 12-31-2023 |
M & T BK CORP | COM | 53 | $6,915,686 | 50,450 | 0.00 | 0.00 | -61,487 | -54.93 | 12-31-2023 |
US BANCORP DEL | COM NEW | 54 | $6,323,511 | 146,107 | 0.00 | 0.00 | -200,250 | -57.82 | 12-31-2023 |