Welch & Forbes LLC Unveils Key Portfolio Changes in Latest Filing
WELCH & FORBES LLC recently submitted a portfolio update as part of their 13F disclosure, which provides insights into the fund’s holdings as of December 31, 2024. You can explore the complete portfolio on Quiver Quantitative, and observe the investment strategies of other funds.
Notable Stock Movements Revealed
Our analysis highlights the most significant shifts in Welch & Forbes’ investments:
- A reduction of -156,680 shares of $NVDA, valued at approximately $21,040,557, marking a decrease of about 4% from their earlier position.
- An increase of 31,537 shares of $MDY, worth around $17,962,844, representing a rise of roughly 22% from their previous holdings.
- An increase of 12,088 shares of $LLY, translating to about $9,331,936, an increase of approximately 9% compared to their previous stake.
- A purchase of 27,933 shares of $AVGO, valued at roughly $6,475,987, which signifies a 25% increase compared to before.
- An addition of 4,970 shares of $NOW, equivalent to approximately $5,268,796, reflecting a growth of near 29% from their last reported position.
- A decrease of -21,833 shares of $FI, valued at around $4,484,935, which is a reduction of about 2% from their earlier investment.
Caveats and Considerations
It is important to note that these estimates might include inaccuracies due to potential filing errors by the funds, parsing errors on our part, or other anomalies.
For More Insights
For additional details, visit the Quiver Quantitative fund page for WELCH & FORBES LLC.
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The views and opinions expressed herein are those of the author and do not necessarily reflect the views of Nasdaq, Inc.
