Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| FERNWOOD INVESTMENT MANAGEMENT LLC | 02-05-2024 | 12-31-2023 | 194 | 303,301,324 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| SL GREEN RLTY CORP COM | REIT | 101 | $697,696 | 15,446 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| HAWAIIAN ELEC INDUSTRIES COM | Stock | 102 | $695,310 | 49,000 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| SPDR PORTFOLIO S&P 400 MID CAP ETF | ETF | 103 | $693,091 | 14,226 | 0.00 | 0.00 | 1,324 | 10.26 | 12-31-2023 |
| AMERICAN AIRLS GROUP INC COM | Stock | 104 | $689,803 | 50,204 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
