Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| COURT PLACE ADVISORS LLC | 04-26-2024 | 03-31-2024 | 154 | 310,014,098 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| MCCORMICK & CO | COM | 201 | $252,685 | 3,290 | 0.00 | 0.00 | -190 | -5.46 | 03-31-2024 |
| GARTNER INC | COM | 202 | $247,392 | 519 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| MARSH & MCLENNAN | COM | 203 | $247,176 | 1,200 | 0.00 | 0.00 | -150 | -11.11 | 03-31-2024 |
| DISCOVER FINL SVCS | COM | 204 | $246,230 | 1,878 | 0.00 | 0.00 | 9 | 0.48 | 03-31-2024 |
