Institution Information
Reportee Signature Date Report period Total Entries Total AUM($)
STALEY CAPITAL ADVISERS INC 02-12-2024 12-31-2023 181 2,009,532,871
Institutional Holdings
Issuer Class Position Value Shares Portfolio Percentage (%) Previous Percentage (%) Shares Delta Shares Delta(%) Date Reported
DUN & BRADSTREET HOLDINGS INC. COM 51 $7,605,000 650,000 0.00 0.00 -100,000 -13.33 12-31-2023
VANGUARD TOTAL BOND MARKET ETF 52 $7,509,087 102,095 0.00 0.00 15,375 17.73 12-31-2023
iSHARES EAFE VALUE ETF ETF 53 $6,586,378 126,418 0.00 0.00 -175 -0.14 12-31-2023
SPDR S&P 400 MIDCAP ETF 54 $6,224,074 12,267 0.00 0.00 -105 -0.85 12-31-2023
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