Skip to content
We’ve expanded our free plan so you can explore more of Valuesider. Check out the updated pricing page to see what’s now available for free!
User

Greg Alexander recent buys & sells (2021 Q3)

Conifer Management

Conifer Management Portfolio Changes

Purchase & sale details

Portfolio value:
$1.45B (-$35M)
Previous value:
$1.48B
# of changes:
6
New positions:
1
Reported for:
30 Sep 2021 (Q3)
Latest filing date:
15 Nov 2021
Conifer Management has disclosed a total of 6 changes to the portfolio in the (2021 Q3) SEC report(s): increased the number of shares of 1, bought 1 totally new, decreased the number of shares of 3 and completely sold out 1 position(s).

What stocks did Greg Alexander buy in 2021 Q3?

During 2021 Q3 Greg Alexander has purchased 2 securities: (BABA) Alibaba Group Holding Ltd (added shares +28.57%) and (RMNI) Rimini Street Inc (new buy).

What did Greg Alexander invest in during 2021 Q3?

Greg Alexander's top 5 holdings (by % of portfolio) were (STLA) STELLANTIS NV (19.53%), (BABA) Alibaba Group Holding Ltd (18.41%), (EQH) Axa Equitable Holdings Inc (17.04%), (BLDR) Builders FirstSource Inc (15.36%) and (NBIS) NEBIUS GROUP NV (11.09%).
In the 2021 Q3 report(s) the following changes have been made to the top investments: (STLA) STELLANTIS NV (reduced shares -6.57%) and (BABA) Alibaba Group Holding Ltd (added shares +28.57%).

Warning: SEC insider reports detected for Conifer Management (real-time trades and ownership disclosures)

104 transactions as of 3 weeks ago and 1 ownership disclosure as of 1 month ago

* Shares, change to shares, sold shares, shares held after: split-adjusted.
* Reported price: this doesn't represent the actual buy or sell price. It is the split-adjusted price of the security as of the last day of the reported period.
* Current price: this can be a delayed price and may not reflect the real-time market value, however it is too close.
* Value or Price: If the security is completely sold out, we show the reported value (or price) prior to the actual period.
* Held since / Held for: calculated since the latest "new buy" position. If the security was previously exited and re-entered, only the most recent holding period is counted. 2013 Q2 is the earliest period we have data for, so "2013 Q2*" means "2013 Q2 or earlier".