Q1 2021 13F Detailed Holdings
-
Location
-
Wellesley Hills, MA
-
Holdings as of
-
3/31/2021
-
Value ($000)
-
$43,199
-
Num holdings
-
127
-
Date filed
-
4/28/2021
-
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 |
| 1 |
Thomas B. Rosedale |
028-17094 |
| 2 |
Corey M. Hoffstein |
028-17095 |
| 3 |
Sand Hill Cove Management LLC |
028-17097 |
| 4 |
Newfound Holdings, LLC |
028-17098 |