Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
UNITED ASSET STRATEGIES INC | COM | 1551 | $37,058,420 | 88,084 | 0.00 | 0.00 | -617 | -0.70 | 03-31-2024 |
SCHMIDT P J INVESTMENT MANAGEMENT INC | COM | 1552 | $35,515,986 | 87,926 | 0.01 | 0.01 | -2,863 | -3.15 | 12-31-2023 |
CORONATION FUND MANAGERS LTD | COM | 1553 | $33,038,499 | 87,859 | 0.00 | 0.00 | -35,981 | -29.05 | 12-31-2023 |
KEYWISE CAPITAL MANAGEMENT (HK) LTD | COM | 1554 | $27,707,063 | 87,750 | 0.00 | 0.28 | 86,490 | 6864.29 | 09-30-2023 |