SMH
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Sanders Morris Harris’s Tiptree Inc TIPT Stock Holding History

Sanders Morris Harris’s Portfolio TIPT Stock Details TIPT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-48,000
Closed -$920K – 266
2025
Q3 		$920K Buy
48,000
+18,000
+60% +$401K 0.12% 116
2025
Q2 		$707K Buy
30,000
+10,000
+50% +$223K 0.17% 55
2025
Q1 		$482K Sell
20,000
-5,000
-20% -$106K 0.07% 159
2024
Q4 		$518K Buy
25,000
+10,000
+67% +$209K 0.08% 161
2024
Q3 		$294K Sell
15,000
-15,000
-50% -$279K 0.05% 217
2024
Q2 		$495K Buy
+30,000
New +$502K 0.08% 156

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VCM
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Geode Capital Management
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Millennium Management
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State Street
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SCP
Steamboat Capital Partners Rye, New York $403M AUM 43.57% 1-Year Est. Return
KCM
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RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return