Portfolio Performance History
| FILE DATE | REPORT PERIOD | QTR YEAR | FILE TYPE | NOS. OF STOCKS | REPORTED VALUE | RETURN |
|---|---|---|---|---|---|---|
| 2021-04-08 | 2021-03-31 | Q1_2021 | 13F-HR | 11 | $567,768,000 | 7.40% |
| 2021-01-04 | 2020-12-31 | Q4_2020 | 13F-HR | 10 | $528,634,000 | 33.83% |