Greg Alexander
Conifer Management
Conifer Management Portfolio 13F
Greg Alexander Holdings Activity
- Portfolio value:
- $873.65M≈ (+$58M≈)
- Previous value:
- $815.64M≈
- # of changes:
- 1
- New positions:
- 0
- Reported for:
- 30 Sep 2024 (Q3)
- Latest filing date:
- 14 Nov 2024
Conifer Management has disclosed a total of 1 change to the portfolio in the (2024 Q3) SEC report(s): increased the number of shares of 1 position(s).
What stocks did Greg Alexander buy in 2024 Q3?
During 2024 Q3 Greg Alexander has bought (STLA) STELLANTIS NV (added shares +26.40%).
In the 2024 Q3 report(s) the following change has been made to the top investments: (STLA) STELLANTIS NV (added shares +26.40%).
1 result
| History | Ticker | Name |
% or activity |
Shares change |
Shares held after* |
% change to portfolio |
Reported price* |
% difference current price* |
% of portfolio |
Held since* | Held for* |
|---|---|---|---|---|---|---|---|---|---|---|---|
|
|
STELLANTIS NV
|
+26.40%
|
+1,880,000
|
9,000,000
|
+3.02%
|
$14.05
|
-59.86%($5.64)
|
14.47%
|
2019 Q4
|
≈ 5.00 years
|
|
* 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.