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Doliver Advisors, LP Q2 2023 vs. Q3 2023: A Deep Dive Into Fund Holdings

Ava Hoppe | 28 October, 2023

Doliver Advisors, LP is a prominent investment firm that manages a diverse portfolio of assets. As an investor, it is crucial to stay updated on the changes in holdings of various funds, as it provides valuable insights into the strategies adopted by these investment firms.

In this blog post, we will analyze the Q2 2023 versus Q3 2023 13F holdings comparison of Doliver Advisors, LP. The 13F form is a quarterly filing required by the Securities and Exchange Commission (SEC) from institutional investors with assets under management of $100 million or more.

Analyzing the data reveals several interesting trends and shifts in Doliver Advisors' holdings during this period. Here is a breakdown of some notable changes:

1. Exxon Mobil Corp (XOM):

- Q2 2023 Shares: 1,182,118

- Q3 2023 Shares: 1,143,434

- Q2 2023 Value: $126,782,000

- Q3 2023 Value: $134,444,000

- Change Percentage: 6%

Doliver Advisors reduced its holdings in Exxon Mobil Corp by approximately 39,684 shares, representing a 6% decrease in value. This reduction could be a strategic move by the fund to reallocate capital to other potential opportunities.

2. Tidal TR II:

- Q2 2023 Shares: 0

- Q3 2023 Shares: 762,165

- Q2 2023 Value: $0

- Q3 2023 Value: $14,788,000

One of the most significant changes in Doliver Advisors' holdings is the addition of 762,165 shares of Tidal TR II. The fund invested approximately $14,788,000 in this issuer during the Q3 2023 period. This substantial investment indicates Doliver Advisors' confidence in the growth prospects of Tidal TR II.

3. Inc (AMZN):

- Q2 2023 Shares: 33,268

- Q3 2023 Shares: 33,616

- Q2 2023 Value: $4,336,000

- Q3 2023 Value: $4,273,000

- Change Percentage: -1.5%

Doliver Advisors slightly increased its holdings in Inc, acquiring an additional 348 shares. Despite the small increase, the value slightly decreased by 1.5%. This could indicate a cautious approach by the fund towards the company's stock.

4. NVIDIA Corporation (NVDA):

- Q2 2023 Shares: 7,530

- Q3 2023 Shares: 5,818

- Q2 2023 Value: $3,185,000

- Q3 2023 Value: $2,530,000

- Change Percentage: -20.5%

Doliver Advisors significantly reduced its holdings in NVIDIA Corporation by selling 1,712 shares, representing a 20.5% decrease in value. This move could be a result of various factors, such as changing market conditions or the fund's reevaluation of its investment strategies.

5. UnitedHealth Group Inc (UNH):

- Q2 2023 Shares: 3,850

- Q3 2023 Shares: 3,790

- Q2 2023 Value: $1,850,000

- Q3 2023 Value: $1,910,000

- Change Percentage: 3.3%

Doliver Advisors slightly reduced its holdings in UnitedHealth Group Inc, selling 60 shares but resulting in a 3.3% increase in value. This indicates the fund's confidence in the long-term prospects of the healthcare industry.

These are just a few examples of the changes in holdings made by Doliver Advisors, LP during the Q2 2023 to Q3 2023 period. It is essential to remember that these changes reflect specific strategies and investment goals of the fund, and individual investors should always conduct their own research before making any investment decisions.

In conclusion, keeping track of the holdings of prominent investment firms like Doliver Advisors, LP can provide investors with valuable insights into market trends and potential investment opportunities. However, it is crucial to analyze the data in-depth and understand the fund's strategies before making any investment decisions.

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