I wouldn’t read too much into company holdings etc. Firstly, we’d know. Secondly, a lot of them re jig in different accounts like trusts etc for personal or tax reasonings...guessing.
Be more wary when an SI or group holding decreases.
DC still has just as much skin in as he always has. Management has been PP but there’s a lot to do with SEI and Uruguay than we know.
Ann this week and go from there.
Ann: Quarterly Report, page-159
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