Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| CHESLEY TAFT & ASSOCIATES LLC | 01-11-2024 | 12-31-2023 | 301 | 1,782,080,969 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| COPART INC | COM | 301 | $754,355 | 15,395 | 0.00 | 0.00 | 7,065 | 84.81 | 12-31-2023 |
| INVESCO EXCH TRD SLF IDX FD | BULSHS 2024 CB | 302 | $749,208 | 35,873 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| AVANTOR INC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | -490 | -1.33 | 12-31-2023 |
| HCA HEALTHCARE INC | COM | 304 | $745,723 | 2,755 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
