Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| SHOREPOINT CAPITAL PARTNERS LLC | 02-13-2024 | 12-31-2023 | 96 | 372,933,106 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| VERIZON COMMUNICATIONS INC | COM | 51 | $3,206,465 | 85,052 | 0.00 | 0.00 | 252 | 0.30 | 12-31-2023 |
| MORGAN STANLEY | COM NEW | 52 | $3,144,110 | 33,717 | 0.00 | 0.00 | 6,554 | 24.13 | 12-31-2023 |
| LYONDELLBASELL INDUSTRIES N | SHS - A - | 53 | $3,142,014 | 33,046 | 0.00 | 0.00 | -167 | -0.50 | 12-31-2023 |
| SMUCKER J M CO | COM NEW | 54 | $3,120,322 | 24,690 | 0.00 | 0.00 | 5,075 | 25.87 | 12-31-2023 |
