Greg Alexander - Conifer Management 13F Activity & Position Changes (Q1 2024)
According to the SEC 13F filed on May 15, 2024, the Conifer Management portfolio showed several notable changes in holdings as of quarter-end Mar 31, 2024. The activity included new positions, additions to existing holdings, reductions, and complete exits, providing a clear view of how the portfolio evolved during the quarter.
During Q1 2024, the filing reported:
New Buys - None reported
Increases - None reported
Reductions - Equitable Holdings, Inc., Stellantis
Complete Exits - None reported
These updates highlight how the portfolio adjusted across different sectors and market conditions, offering insights into allocation shifts and investment trends.