Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| CAMBRIDGE TRUST CO | 05-30-2024 | 03-31-2024 | 900 | 2,644,179,019 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| CARLISLE COS INC | COM | 301 | $744,515 | 1,900 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| iShares ETFs/USA | MSCI KLD400 SOC | 302 | $743,171 | 7,372 | 0.00 | 0.00 | -240 | -3.15 | 03-31-2024 |
| CARRIER GLOBAL CORP | COM | 303 | $725,346 | 12,478 | 0.00 | 0.00 | -511 | -3.93 | 03-31-2024 |
| TEXAS INSTRUMENTS | COM | 304 | $711,648 | 4,085 | 0.00 | 0.00 | -433 | -9.58 | 03-31-2024 |
