Greg Alexander - Conifer Management 13F Activity & Position Changes (Q3 2023)
As of Sep 30, 2023, the Conifer Management portfolio activity showed several notable changes in holdings, according to the latest SEC 13F filing reported on Nov 14, 2023. 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 Q3 2023, the filing reported:
New Buys - None reported
Increases - None reported
Reductions - Stellantis
Complete Exits - Capital One Financial Corporati, EVI Industries, Inc.
These updates highlight how the portfolio adjusted across different sectors and market conditions, offering insights into allocation shifts and investment trends.