Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| BIRCH HILL INVESTMENT ADVISORS LLC | 01-29-2024 | 12-31-2023 | 163 | 1,879,608,185 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| FORTREA HLDGS INC | COMMON STOCK | 101 | $1,118,370 | 32,045 | 0.00 | 0.00 | -39,552 | -55.24 | 12-31-2023 |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | 102 | $1,109,472 | 2,540 | 0.00 | 0.00 | -52 | -2.01 | 12-31-2023 |
| DOVER CORP | COM | 103 | $1,072,056 | 6,970 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| IDEXX LABS INC | COM | 104 | $1,049,044 | 1,890 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
