Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| JAMISON PRIVATE WEALTH MANAGEMENT INC | 04-26-2024 | 03-31-2024 | 521 | 591,508,213 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| EQUITY RESIDENTIAL | SH BEN INT | 101 | $952,520 | 15,093 | 0.00 | 0.00 | -244 | -1.59 | 03-31-2024 |
| STRYKER CORPORATION | COM | 102 | $950,444 | 2,656 | 0.00 | 0.00 | 279 | 11.74 | 03-31-2024 |
| DIAGEO PLC | SPON ADR NEW | 103 | $948,592 | 6,378 | 0.00 | 0.00 | -162 | -2.48 | 03-31-2024 |
| PAYPAL HLDGS INC | COM | 104 | $943,823 | 14,089 | 0.00 | 0.00 | 2,407 | 20.60 | 03-31-2024 |
