Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| PETTEE INVESTORS INC | 05-09-2024 | 03-31-2024 | 117 | 236,273,453 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| Johnson & Johnson | COM | 1 | $14,535,288 | 91,885 | 0.01 | 0.01 | -4,035 | -4.21 | 03-31-2024 |
| JPMorgan Chase | COM | 2 | $12,517,548 | 62,494 | 0.01 | 0.01 | -7,548 | -10.78 | 03-31-2024 |
| Microsoft | COM | 3 | $7,507,328 | 17,844 | 0.00 | 0.00 | -999 | -5.30 | 03-31-2024 |
| Hoya Capital Housing | COM | 4 | $7,311,929 | 162,642 | 0.00 | 0.00 | -22,350 | -12.08 | 03-31-2024 |
