Greg Alexander - Conifer Management,
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    6
Portfolio value:    $523,825,043
Holdings Activity Buys Sells    History
Holding/activity history for  Stellantis N.V. (STLA)
Period Shares % of Portfolio Activity % Change to Portfolio Reported Price Value Filing
2025   Q1 0 0.00 Sell 100.00% 4.72 SEC
2024   Q4 2,807,761 4.72 Reduce 68.80% 9.96 $13.05 $36,641,281 SEC
2024   Q3 9,000,000 14.47 Add 26.40% 3.02 $14.05 $126,450,000 SEC
2024   Q2 7,120,000 17.33 $19.85 $141,332,000 SEC
2024   Q1 7,120,000 22.24 Reduce 49.14% 15.58 $28.30 $201,496,000 SEC
2023   Q4 14,000,000 31.70 $23.32 $326,480,000 SEC
2023   Q3 14,000,000 30.19 Reduce 6.67% 1.92 $19.13 $267,820,000 SEC
2023   Q2 15,000,000 28.87 $17.54 $263,100,000 SEC
2023   Q1 15,000,000 32.75 Reduce 12.79% 3.80 $18.19 $272,850,000 SEC
2022   Q4 17,200,031 29.71 Reduce 4.44% 1.35 $14.20 $244,240,440 SEC
2022   Q3 18,000,000 30.31 Add 7.14% 2.02 $11.84 $213,120,000 SEC
2022   Q2 16,800,000 31.37 Add 13.51% 3.73 $12.36 $207,648,000 SEC
2022   Q1 14,800,000 27.59 $16.27 $240,796,000 SEC
2021   Q4 14,800,000 19.44 $18.76 $277,648,000 SEC
2021   Q3 14,800,000 19.53 Reduce 6.57% 1.38 $19.10 $282,680,000 SEC
2021   Q2 15,840,000 21.06 Reduce 12.00% 2.36 $19.71 $312,206,000 SEC
2021   Q1 18,000,000 19.68 Reduce 25.00% 6.58 $17.79 $320,220,000 SEC
2020   Q4 24,000,000 26.33 Reduce 14.29% 3.42 $18.09 $434,160,000 SEC
2020   Q3 28,000,000 23.96 $12.22 $342,160,000 SEC
2020   Q2 28,000,000 19.81 $10.24 $286,720,000 SEC
2020   Q1 28,000,000 15.85 $7.19 $201,320,000 SEC
2019   Q4 28,000,000 19.69 $14.69 $411,320,000 SEC