Institution Information
Reportee Signature Date Report period Total Entries Total AUM($)
COHEN KLINGENSTEIN LLC 10-13-2023 09-30-2023 221 2,207,718,187
Institutional Holdings
Issuer Class Position Value Shares Portfolio Percentage (%) Previous Percentage (%) Shares Delta Shares Delta(%) Date Reported
Standard Poors DR COM 1 $316,383,933 740,114 0.01 0.01 -7,342 -0.98 09-30-2023
iShares Russell 2000G COM 2 $127,087,222 566,974 0.01 0.01 -7,081 -1.23 09-30-2023
Invesco QQQ Trust COM 3 $121,018,232 337,785 0.01 0.01 -8,165 -2.36 09-30-2023
Apple Inc COM 4 $116,007,787 677,576 0.01 0.01 -10 -0.00 09-30-2023
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