Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| FORUM FINANCIAL MANAGEMENT LP | 05-09-2024 | 03-31-2024 | 809 | 5,852,062,643 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| MARVELL TECHNOLOGY INC | COM | 251 | $745,162 | 10,513 | 0.00 | 0.00 | 742 | 7.59 | 03-31-2024 |
| MARTIN MARIETTA MATLS INC | COM | 252 | $743,482 | 1,211 | 0.00 | 0.00 | -200 | -14.17 | 03-31-2024 |
| FORD MTR CO DEL | COM | 253 | $727,045 | 54,747 | 0.00 | 0.00 | -4,400 | -7.44 | 03-31-2024 |
| INTUIT | COM | 254 | $725,400 | 1,116 | 0.00 | 0.00 | 28 | 2.57 | 03-31-2024 |
