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  Name: Summit Place Financial Advisors LLC
  City: SUMMIT
  State: NJ
  Zip: 07901
   
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $170,726,000
  Total Value Change : $17,800,000
  Securities Held Change : 4
   
All Securities Held : 91
  New Positions : 7
  Closed Positions : 3
  Increased Positions : 29
  Unchanged Positions : 18
  Decreased Positions : 37

                  Consumer Discretionary Consumer Staples Financials Health Care Industrials Information Technology Basic Materials Conglomerates Energy Utilities
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Holdings Found : 6     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
   (HIG)1 Year Chart         HIG Hartford Financial Services... 30 New $100.20 $2,453,000 23,805 1.44% 2,453,000 23,805 0.007    Property & Casualty I...
   (BLK)1 Year Chart         BLK BlackRock Inc A 33 New $788.88 $2,211,000 2,652 1.3% 2,211,000 2,652 0.002    Investment Brokerage ...
   (FBHS)1 Year Chart         FBHS Fortune Brands Home & Secur... 37 New $67.22 $1,894,000 22,375 1.11% 1,894,000 22,375 0.016    Security & Protection...
   (NKE)1 Year Chart         NKE Nike Inc B 39 New $94.32 $1,818,000 19,344 1.06% 1,818,000 19,344 0.002    Textile - Apparel Foo...
   (IPG)1 Year Chart         IPG Interpublic Group of Companies 42 New $30.77 $1,636,000 50,150 0.96% 1,636,000 50,150 0.013    Advertising Agencies
   (SLG)1 Year Chart         SLG Sl Green Realty Corp 76 New $53.77 $331,000 6,000 0.19% 331,000 6,000 0.008    REIT - Diversified

      6 Records Found
  1    
Page 1 of 1
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