Sign in:
Email
 Password  save:
  
 Company Reports 
 
   
My Recent Searches
  Help
 
   
 
 
 
     
Company Main View
  Name: WELCH & FORBES LLC
  City: BOSTON
  State: MA
  Zip: 02108
   
Achive data
  View Filing Period:
  
 
Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $7,284,505,000
  Total Value Change : $664,256,000
  Securities Held Change : 12
   
All Securities Held : 378
  New Positions : 18
  Closed Positions : 10
  Increased Positions : 108
  Unchanged Positions : 62
  Decreased Positions : 190

                  Consumer Discretionary Consumer Staples Financials Health Care Industrials Information Technology Basic Materials Conglomerates Energy Utilities
 Download  
 
    Free Registration Required For Full Results

   
Holdings Found : 18     View All Holdings Currently Viewing:  New Positions     Page 1 of 1
     Menu
Ticker Company Name Position
Rank
New/Closed
Postion
Last
Close
    Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
   % of Company    Industry
   (MDB)1 Year Chart         MDB Mongodb Inc 122 New $218.85 $5,892,000 16,429 0.08% 5,892,000 16,429 0.024    N/A
   (HPQ)1 Year Chart         HPQ HP Inc 261 New $36.75 $636,000 21,042 0.01% 636,000 21,042 0.002    Diversified Computer ...
   (QQQE)1 Year Chart         QQQE Direxion Nasdaq 100 Equal W... 265 New $89.44 $622,000 6,975 0.01% 622,000 6,975 0.016    N/A
   (WCC)1 Year Chart         WCC WESCO International 283 New $163.72 $531,000 3,102 0.01% 531,000 3,102 0.006    Electronics Wholesale
   (HPE)1 Year Chart         HPE Hewlett Packard Enterprise Co 312 New $21.84 $389,000 21,921 0.01% 389,000 21,921 0.002    N/A
   (CRWD)1 Year Chart         CRWD Crowdstrike Holdings, Inc. 322 New $389.51 $324,000 1,012 0% 324,000 1,012 0.001    N/A
   (CEG)1 Year Chart         CEG Constellation Energy Corp 326 New $220.41 $310,000 1,677 0% 310,000 1,677 0.005    N/A
   (LYB)1 Year Chart         LYB LyondellBasell Industries N.V. 328 New $95.38 $307,000 3,000 0% 307,000 3,000 0.002    Specialty Chemicals
   (CCI)1 Year Chart         CCI Crown Castle International ... 332 New $95.34 $302,000 2,856 0% 302,000 2,856 0.001    Integrated Telecommun...
   (A)1 Year Chart         A Agilent Technologies Inc 356 New $134.90 $260,000 1,789 0% 260,000 1,789 0.001    Scientific & Technica...
   (SMH)1 Year Chart         SMH Vaneck Vectors Semiconducto... 359 New $208.63 $252,000 1,118 0% 252,000 1,118 0    N/A
   (BITO)1 Year Chart         BITO Proshares Bitcoin Strategy Etf 358 New $0.00 $252,000 7,790 0% 252,000 7,790 0.019    N/A
   (NEM)1 Year Chart         NEM Newmont Mining Corp 364 New $41.79 $230,000 6,428 0% 230,000 6,428 0.001    Gold
   (ANTM)1 Year Chart         ANTM Anthem Inc 365 New $527.31 $223,000 431 0% 223,000 431 0    N/A
   (CDNS)1 Year Chart         CDNS Cadence Design Systems Inc 366 New $326.50 $217,000 697 0% 217,000 697 0    Technical & System So...
   (TROW)1 Year Chart         TROW T Rowe Price Group Inc 372 New $117.57 $207,000 1,695 0% 207,000 1,695 0    Asset Management
   (EXC)1 Year Chart         EXC Exelon Corp 371 New $34.89 $207,000 5,516 0% 207,000 5,516 0.001    Multi Utilities
   (GPN)1 Year Chart         GPN Global Payments Inc 374 New $127.47 $202,000 1,515 0% 202,000 1,515 0.001    Business Services

      18 Records Found
  1    
Page 1 of 1
Free Registration Required For Full Results