Shufro Rose & Co LLC Q2 2023 vs. Q3 2023 13F Holdings Comparison

In the ever-changing world of finance, staying updated with the latest trends and movements in the market is crucial. One way investors and fund managers keep tabs on the market is by analyzing 13F filings. These filings provide valuable insights into the holdings and transactions of institutional investment managers. In this article, we will examine the Q2 2023 and Q3 2023 13F holdings comparison of Shufro Rose & Co LLC, a prominent investment management firm.

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Shufro Rose & Co LLC, a well-respected investment management firm, recently released its Q3 2023 13F filing. The filing revealed interesting changes in the firm's holdings compared to the previous quarter. Let's delve into the details.

One of the notable changes in Shufro Rose & Co LLC's portfolio is its increased holdings of ISHARES TR. In Q2 2023, the firm held 3,000,113 shares, which increased to 3,104,001 shares in Q3 2023. This increase represents a 2.9% change. The value of these holdings also saw a modest increase from $70,412,000 to $72,431,000.

INVESCO EXCH TRD SLF IDX FD, another top holding in Shufro Rose & Co LLC's portfolio, experienced a slight decrease in shares. In Q2 2023, the firm held 2,846,511 shares, but this reduced to 2,810,488 shares in Q3 2023. This decline represents a 2.1% decrease. The value of these holdings also saw a decrease from $53,927,000 to $52,795,000.

MICROSOFT CORP, a renowned technology company, saw a marginal decrease in the number of shares held by Shufro Rose & Co LLC. In Q2 2023, the firm held 125,888 shares, which reduced to 125,146 shares in Q3 2023. This decline represents a 7.8% change. The value of these holdings also saw a decrease from $42,870,000 to $39,514,000.

INVESCO EXCHANGE TRADED FD T, another key holding, experienced a comparable decrease in shares. In Q2 2023, the firm held 265,343 shares, and this decreased to 262,126 shares in Q3 2023. This decline represents a 6.5% decrease. The value of these holdings also saw a decrease from $39,705,000 to $37,140,000.

On the other hand, Shufro Rose & Co LLC increased its holdings of LISTED FD TR. In Q2 2023, the firm held 1,075,087 shares, and this increased to 1,151,842 shares in Q3 2023. This increase represents a growth of 6.7%. The value of these holdings also saw an increase from $32,865,000 to $35,062,000.

APPLE INC, a widely recognized company, experienced a decrease in the number of shares held by Shufro Rose & Co LLC. In Q2 2023, the firm held 192,819 shares, which reduced to 191,825 shares in Q3 2023. This decline represents a 12.2% decrease. The value of these holdings also saw a decrease from $37,401,000 to $32,842,000.

These changes in holdings provide valuable insights into the investment strategies employed by Shufro Rose & Co LLC. While some holdings saw an increase, others experienced a decrease. These fluctuations could be due to various factors such as market conditions, investment strategies, and new opportunities in the market.

It's important to note that these are just a few highlights from Shufro Rose & Co LLC's Q2 2023 vs. Q3 2023 13F holdings comparison. The complete filing includes a comprehensive list of holdings and changes, providing a holistic view of the firm's investment portfolio.

As investors and market enthusiasts, keeping up with these filings can provide valuable insights into the strategies and performance of investment management firms. While these filings do not guarantee future success, they serve as a useful tool in understanding the movements of the market and the decisions made by industry experts.

In conclusion, Shufro Rose & Co LLC's Q2 2023 vs. Q3 2023 13F holdings comparison sheds light on the changes in the firm's investment portfolio. By closely examining these changes, investors can gain valuable insights into the strategies and decisions made by the firm. These insights can aid in making informed investment decisions in an ever-evolving market.