Q4 2023 13F Detailed Holdings
-
Location
-
Boston, MA
-
Holdings as of
-
12/31/2023
-
Value ($000)
-
$1,405,015
-
Num holdings
-
196
-
Date filed
-
2/7/2024
-
Form type
-
13F-HR
-
Note
-
Holdings broken out by “other managers” reported in original SEC filing,
see here
for holdings aggregated across other managers
| Sym |
Issuer Name |
Cl |
CUSIP |
Value ($000) |
% |
Shares |
Principal |
Option Type |
Discretion |
Other Manager |
Sole |
Shared |
None |
Other Managers
| Num |
Name |
File Number |
| 6 |
Herbert John K III |
028-12207 |
| 7 |
Bator Thomas E. |
028-15124 |
| 8 |
Nichols Richard K |
028-20095 |
| 9 |
Popov Patricia D |
028-20092 |
| 10 |
LATIFI KIMBERLY H |
028-21653 |