Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| HUDSON VALUE PARTNERS LLC | 05-08-2024 | 03-31-2024 | 94 | 235,405,495 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| MARRIOTT INTL INC NEW CL A | Stock | 101 | $1,305,704 | 5,175 | 0.00 | 0.00 | -375 | -6.76 | 03-31-2024 |
| COCA COLA CO COM | Stock | 102 | $1,294,324 | 21,156 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| VANGUARD HEALTH CARE ETF | ETF | 103 | $1,288,462 | 4,763 | 0.00 | 0.00 | 89 | 1.90 | 03-31-2024 |
| SPDR S&P 500 ETF TRUST | ETF | 104 | $1,223,984 | 2,340 | 0.00 | 0.00 | -1,161 | -33.16 | 03-31-2024 |
