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  Name: SEVEN POST INVESTMENT OFFICE LP
  City: SAN FRANCISCO
  State: CA
  Zip: 94104
   
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $409,551,000
  Total Value Change : $17,897,000
  Securities Held Change : 3
   
All Securities Held : 55
  New Positions : 3
  Closed Positions : 0
  Increased Positions : 14
  Unchanged Positions : 30
  Decreased Positions : 8

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Holdings Found : 3     View All Holdings Currently Viewing:  New Positions     Page 1 of 1
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Ticker Company Name Position
Rank
New/Closed
Postion
Last
Close
    Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
   % of Company    Industry
   (APO)1 Year Chart         APO Apollo Global Management LLC 51 New $116.28 $238,000 2,120 0.06% 238,000 2,120 0    Diversified Investments
   (VOO)1 Year Chart         VOO Vanguard S&P 500 Etf 52 New $491.55 $235,000 489 0.06% 235,000 489 0    Closed - End Fund - E...
   (UDMY)1 Year Chart         UDMY Udemy, Inc. 54 New $8.31 $208,000 18,914 0.05% 208,000 18,914 0.014    N/A

      3 Records Found
  1    
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