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 |
|---|---|---|---|---|---|---|---|---|---|
| ESSENTIAL UTILS INC | COM | 151 | $308,250 | 8,253 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| SPDR GOLD TR | GOLD SHS | 152 | $307,210 | 1,607 | 0.00 | 0.00 | -430 | -21.11 | 12-31-2023 |
| MSA SAFETY INC | COM | 153 | $303,894 | 1,800 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| MOODYS CORP | COM | 154 | $300,731 | 770 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
