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Manager Directed Portfolios
Q4 2022 vs Q2 2023
Comparing institutional holders between quarters
Quarters
Q2 2023
Q4 2022
Q3 2022
Q2 2022
Q2 2021
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Compare
Detailed
Historical
Funds
Options
Short Interest
13D/13G
Peers
Targeting
Trading Summary
Profile
1
Filed
0
New
0
Closed
1
Increased
0
Decreased
0
Unchanged
0
No Data
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Q2 2023 shares — high to low
Q2 2023 shares — low to high
Share change — largest gain
Share change — largest cut
% change — largest gain
% change — largest cut
Q2 2023 value — high to low
Value change — largest gain
Value change — largest cut
Institution — A to Z
Filed — newest first
Litman Gregory Asset Management LLC
INCREASED
Shares
77,515
from 62,515
Change
+15,000
(+24%)
Value
$2.1M
(+$470.9K)
Filed 2023-08-09
Institution
Status
Q2 2023 ↓
Q4 2022
Change
% Change
Q4 2022 Value
Q2 2023 Value
Value Change
Filed
Litman Gregory Asset Management LLC
INCREASED
77,515
62,515
+15,000
+24%
$1.6M
$2.1M
+$470.9K
2023-08-09
Showing 1 of 1 institutions