Greg Alexander - Conifer Management 13F Activity & Position Changes (Q2 2022)

As of Jun 30, 2022, the Conifer Management portfolio activity showed several notable changes in holdings, according to the latest SEC 13F filing reported on Aug 15, 2022. 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 Q2 2022, the filing reported:

New Buys - Monday.com
Complete Exits - JD.com, Inc.

These updates highlight how the portfolio adjusted across different sectors and market conditions, offering insights into allocation shifts and investment trends.

Date Symbol Type Change Qty
Q2 2022
EQH
Equitable Holdings, Inc.
Sell
-1,204,377
Q2 2022
JD
JD.com, Inc.
Sell - Position Exit
-1,115,396
Q2 2022
MNDY
Monday.com
Buy - Position Entry
+100,000
Q2 2022
RMNI
Rimini Street, Inc.
Buy
+183,095
Q2 2022
STLA
Stellantis
Buy
+2,000,000