Champlain Mid Cap Fund-InstCIPIX

13F holders, Q1 2024 (March 31)
3holders
$26.48avg. 13F price*

At the end of Q1 2024, 3 institutions reported holding Champlain Mid Cap Fund-Inst (CIPIX) in their 13F filings. The largest holders were North Star Asset Management Inc. ($213K), Tucker Asset Management LLC ($35K) and Game Plan Financial Advisors, LLC ($2K).

Company
Champlain Mid Cap Fund-Inst
CUSIP
00766Y513
Latest filing quarter
Q4 2024

History

Number of 13F holders

0123 Q1 2024: 3Q1 2024Q3 2024: 1Q3 2024Q4 2024: 2Q4 2024

Total Exit/New Position Q1 2024

InstitutionsTotal Value
New Positions1$213K
Exits1$18K

Ownership 3 holders

North Star Asset Management Inc. 0.01% New 8,051 $213K
Tucker Asset Management LLC 0.01% Reduce -8.3% 1,303 $35K
Game Plan Financial Advisors, LLC 0.00% No change 58 $2K

"% of holder's portfolio" is CIPIX's weight in each manager's 13F, not the share of Champlain Mid Cap Fund-Inst the manager owns.