Dennis Kushmerek - Trust Operations Senior Specialist
Location
Boston, MA
Holdings as of
31 Dec 2022
Value $
$46,290,148
Num holdings
52
Filing time
08 Feb 2023, 19:06:12 UTC
Form type
13F-HR
Description
A portion of the US holdings for this investor are reported in this report and a portion are reported by other reporting manager(s). Top holdings included MSFT, AAPL, TMO, AMZN, and JPM.
Filing 2022 Q4 compared to 2022 Q3 by default. Changes are calculated vs the previous SEC filing.
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.
Person Signing this Report on Behalf of Reporting Manager:
Name
Title
City, State
Date
Dennis Kushmerek
Trust Operations Senior Specialist
Boston, Massachusetts
08 Feb 2023
List of Other Managers Reporting for Jay D. Rosenbaum:
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