13F filing recap · Q3 2023

What did Conifer Management buy in Q3 2023?

Reported stock-position changes between this filing and the previous one.

Stock value

$887.08M

Positions

Estimated turnover

3.6%

Turnover is a proxy: verified trade-origin share changes valued at period-end and divided by average reported stock value. SEC holdings reports do not disclose execution dates or prices. Corporate actions and unreconciled activity are excluded.

Reduced positions

STLAStellantis N.v.$267.82Mreported value-1.00M shares-6.7%

Exited positions

COFCapital One Financial Corp$10.94Mprior reported value-100.0K shares-100.0%EVIEvi Industries, Inc.$2.56Mprior reported value-116.3K shares-100.0%