Institution Information
Reportee Signature Date Report period Total Entries Total AUM($)
ANCHOR INVESTMENT MANAGEMENT LLC 05-15-2024 03-31-2024 1042 954,078,062
Institutional Holdings
Issuer Class Position Value Shares Portfolio Percentage (%) Previous Percentage (%) Shares Delta Shares Delta(%) Date Reported
ISHARES U.S. CONSUMER DISCRETIONARY ETF ETF 201 $789,945 9,637 0.00 9,637 +Inf 03-31-2024
EQUITABLE HLDGS INC COM Stock 202 $779,860 20,517 0.00 20,517 +Inf 03-31-2024
CHIPOTLE MEXICAN GRILL INC COM Stock 203 $776,108 267 0.00 267 +Inf 03-31-2024
ISHARES GLOBAL HEALTHCARE ETF ETF 204 $755,641 8,112 0.00 8,112 +Inf 03-31-2024
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