Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
---|---|---|---|---|
SUSTAINABLE INSIGHT CAPITAL MANAGEMENT LLC | 08-05-2024 | 06-30-2024 | 74 | 199,577,506 |
Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
---|---|---|---|---|---|---|---|---|---|
UNITEDHEALTH GROUP INC | COM | 101 | $397,732 | 781 | 0.00 | 0.00 | -130 | -14.27 | 06-30-2024 |
TESLA INC | COM | 102 | $373,993 | 1,890 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
TEXAS INSTRS INC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | -943 | -31.49 | 06-30-2024 |
CONSTELLATION BRANDS INC | CL A | Liquidated | $0 | 0 | 0.00 | 1,500 | +Inf | 06-30-2024 |