Institution Information
Reportee Signature Date Report period Total Entries Total AUM($)
ZUCKERMAN INVESTMENT GROUP LLC 02-14-2024 12-31-2023 131 774,364,334
Institutional Holdings
Issuer Class Position Value Shares Portfolio Percentage (%) Previous Percentage (%) Shares Delta Shares Delta(%) Date Reported
MERCK & CO INC COM 51 $7,340,862 67,335 0.00 0.00 594 0.89 12-31-2023
VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 52 $6,885,031 167,519 0.00 0.00 159,717 2047.13 12-31-2023
SELECT SECTOR SPDR TR FINANCIAL 53 $6,823,723 181,482 0.00 0.00 -10,378 -5.41 12-31-2023
Activision Blizzard Inc. COM Liquidated $0 0 0.00 0.99 -3,958 -5.13 12-31-2023
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