13F filing recap · Q1 2024

What did Conifer Management buy in Q1 2024?

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

Stock value

$906.14M

Positions

Estimated turnover

23.0%

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

EQHEquitable Holdings, Inc.$260.52Mreported value-746.0K shares-9.8%STLAStellantis N.v.$201.50Mreported value-6.88M shares-49.1%