Elefante Mark B

Q4 2024 13F Holdings Report, Stock Holdings

Signature - Title
Alicia L Fazzone - Director of Operations
Location
Boston, MA
Holdings as of
31 Dec 2024
Value $
$110M
Num holdings
50
Filing time
13 Feb 2025, 17:35:06 UTC
Form type
13F-HR
Description
All US holdings of this investor are reported in this report. Top holdings included AAPL, NVDA, GOOGL, MA, and FI.
Previous filing
Q2 2020 - 28 Jul 2020
Next filing
Q1 2025 - 06 May 2025
Sym Weight Trade Impact Company Class Shares Change Activity Value Change $ Value $ * Price $ Shares Principal
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.

Person Signing this Report on Behalf of Reporting Manager:

Name Title City, State Date
Alicia L Fazzone Director of Operations Boston, Massachusetts 13 Feb 2025

Other Included Managers (4):

Num Name Location File Number
1 Broderick Brian C Boston, MA 028-11136
5 PUZO MICHAEL J Boston, MA 028-06165
6 SOMERVILLE KURT F Boston, MA 028-10379
14 Delaney Dennis R Boston, MA 028-17222