Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
---|---|---|---|---|
CHATHAM CAPITAL GROUP INC | 01-19-2024 | 12-31-2023 | 181 | 493,882,910 |
Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
---|---|---|---|---|---|---|---|---|---|
PFIZER INC | COM | 151 | $873,992 | 30,357 | 0.00 | 0.00 | -1,273 | -4.02 | 12-31-2023 |
HALLIBURTON CO | COM | 152 | $845,549 | 23,390 | 0.00 | 0.00 | 2,815 | 13.68 | 12-31-2023 |
VANGUARD INDEX FDS | VALUE ETF | 153 | $843,180 | 5,640 | 0.00 | 0.00 | -170 | -2.93 | 12-31-2023 |
COPART INC | COM | 154 | $834,960 | 17,040 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |