Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| PETTEE INVESTORS INC | 02-07-2024 | 12-31-2023 | 145 | 226,370,242 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| Johnson & Johnson | COM | 1 | $15,034,501 | 95,920 | 0.01 | 0.01 | -1,761 | -1.80 | 12-31-2023 |
| JPMorgan Chase | COM | 2 | $11,914,144 | 70,042 | 0.01 | 0.00 | -714 | -1.01 | 12-31-2023 |
| Hoya Capital Housing | COM | 3 | $7,820,740 | 184,992 | 0.00 | 0.00 | 50 | 0.03 | 12-31-2023 |
| Apple | COM | 4 | $7,702,163 | 40,005 | 0.00 | 0.00 | -1,036 | -2.52 | 12-31-2023 |
