Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| HALL LAURIE J TRUSTEE | 04-23-2024 | 03-31-2024 | 464 | 283,936,000 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| ORGANON & CO | COM | Liquidated | $0 | 0 | 0.01 | 0.02 | -369 | -19.23 | 12-31-2023 |
| DISNEY WALT CO | COM | 302 | $27,000 | 217 | 0.01 | 0.01 | -38 | -14.90 | 03-31-2024 |
| WATSCO INC | COM | 303 | $26,000 | 60 | 0.01 | 0.01 | 0 | 0.00 | 03-31-2024 |
| VERA THERAPEUTICS INC | COM | 304 | $26,000 | 600 | 0.01 | 0.00 | 0 | 0.00 | 03-31-2024 |
