Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| MOODY LYNN & LIEBERSON LLC | 04-23-2024 | 03-31-2024 | 236 | 1,487,265,924 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| HARBOR FUNDS CAP APPREC INST | MF | 351 | $306,151 | 2,790 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| STANLEY BLACK & DECKER INC | COM | 352 | $298,784 | 3,051 | 0.00 | 3,051 | +Inf | 03-31-2024 | |
| PHILLIPS 66 | COM | 353 | $298,422 | 1,827 | 0.00 | 0.00 | 81 | 4.64 | 03-31-2024 |
| INTERNATIONAL PAPER CO | COM | 354 | $295,655 | 7,577 | 0.00 | 7,577 | +Inf | 03-31-2024 |
