Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
---|---|---|---|---|
ALPINE WOODS CAPITAL INVESTORS LLC | 01-24-2024 | 12-31-2023 | 166 | 668,669,314 |
Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
---|---|---|---|---|---|---|---|---|---|
APPLE INC | COM | 1 | $36,505,998 | 189,612 | 0.01 | 5.32 | -3,271 | -1.70 | 12-31-2023 |
JPMORGAN CHASE & CO | COM | 2 | $22,467,659 | 132,085 | 0.00 | 3.17 | -3,737 | -2.75 | 12-31-2023 |
BROADCOM INC | COM | 3 | $19,638,186 | 17,593 | 0.00 | 2.51 | -1,178 | -6.28 | 12-31-2023 |
WELLS FARGO CO NEW | COM | 4 | $19,241,870 | 390,936 | 0.00 | 2.88 | -46,135 | -10.56 | 12-31-2023 |