Q4 2024 13F Detailed Holdings
-
Location
-
Birmingham, MI
-
Holdings as of
-
12/31/2024
-
Value ($000)
-
$1,305,537
-
Num holdings
-
1,388
-
Date filed
-
2/6/2025
-
Form type
-
13F-HR
-
Next filing
-
-
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 |
11 |
PARAMETRIC PORTFOLIO ASSOCIATES LLC |
028-04558 |
12 |
EDGEWOOD MANAGEMENT LLC |
028-02602 |
13 |
Natixis Investment Managers, LLC |
028-06808 |
14 |
GREAT LAKES ADVISORS, LLC |
028-05229 |
15 |
ATLANTA CAPITAL MANAGEMENT CO L L C |
028-05936 |
16 |
EAGLE ASSET MANAGEMENT INC |
028-01666 |
17 |
LAZARD ASSET MANAGEMENT LLC |
028-10469 |
19 |
Wealthspring Capital LLC |
028-20944 |