Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| PALISADES HUDSON ASSET MANAGEMENT LP | 02-12-2024 | 12-31-2023 | 141 | 206,193,000 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| Prologis Inc | Com | 51 | $589,000 | 4,419 | 0.29 | 0.27 | -5 | -0.11 | 12-31-2023 |
| iShares Tr | Rus 2000 Val ETF | 52 | $584,000 | 3,761 | 0.28 | 0.28 | 28 | 0.75 | 12-31-2023 |
| Unitedhealth Group Inc | Com | 53 | $567,000 | 1,078 | 0.27 | 0.30 | 0 | 0.00 | 12-31-2023 |
| Yum Brands Inc | Com | 54 | $542,000 | 4,148 | 0.26 | 0.28 | 0 | 0.00 | 12-31-2023 |
