Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| SAND HILL GLOBAL ADVISORS LLC | 11-13-2023 | 09-30-2023 | 153 | 1,814,647,239 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| UNITED PARCEL SERVICE INC | CL B | 51 | $6,278,486 | 40,280 | 0.00 | 0.00 | -850 | -2.07 | 09-30-2023 |
| ISHARES TR | NATIONAL MUN ETF | 52 | $6,276,678 | 61,212 | 0.00 | 0.00 | 16,532 | 37.00 | 09-30-2023 |
| AUTODESK INC | COM | 53 | $6,227,577 | 30,098 | 0.00 | 0.00 | 478 | 1.61 | 09-30-2023 |
| TESLA INC | COM | 54 | $5,943,726 | 23,754 | 0.00 | 0.00 | -328 | -1.36 | 09-30-2023 |
