Blog Posts
Kaizen Advisory, LLC Q3 2018 vs. Q4 2018 13F Holdings ComparisonKaizen Advisory LLC is a New York-based registered investment advisor that provides personalized financial advice and investment managem...
Investors often analyze quarterly fund holdings to determine changes in market trends, new positions, and strategy shift. Fiera Capital, a Canadian investment management company shared its Q3 2022 and...
Versant Capital Management is a financial management company that specializes in managing investment portfolios. The company released its Q4 2022 vs. Q1 2023 13F holdings report, which summarizes the...
Stuyvesant Capital Management has made significant changes in their holdings between Q3 2018 and Q4 2018, according to the 13F Holdings Comparison released by the company. The report indicates the cha...
Gilman Hill Asset Management, LLC recently published their Q3 2022 and Q4 2022 13F holdings comparison, revealing a number of changes in their current portfolio. The analysis of the data points to som...
As companies constantly evolve, it is essential to keep track of their 13F holdings to understand their current investment strategy. Jackson Square Partners, LLC recently released the Q3 and Q4 2022 1...
Havens Advisors LLC Q3 2022 vs. Q4 2022 13F Holdings ComparisonIn the world of investments, change is inevitable. Fund managers are always looking for ways to increase profits and maximize returns, an...
J. L. Bainbridge & Co., Inc. Q3 2022 vs. Q4 2022 13F Holdings ComparisonThe quarterly report of J. L. Bainbridge & Co., Inc. indicates a significant shift in holdings between Q3 2022 and Q4 2022, as s...
Investing is all about taking the right decisions at the right time. As a retail investor, you must keep a close eye on the stocks and funds that you own. One way to do that is to check the holdings o...
Northside Capital Management, LLC Q4 2022 vs. Q1 2023 13F Holdings ComparisonNorthside Capital Management, LLC is a hedge fund that focuses on investments in the technology, healthcare, and industrial...
Indus Capital Partners, LLC is a hedge fund that specializes in fundamental analysis and investing across various industries, company sizes, and geographies. As of Q3 2022, the fund held positions in...
As we move towards the end of the year, it's time to take stock of the various changes that have taken place in the financial world. One particularly interesting data set to examine is the Q3 2022 vs....
Winch Advisory Services, LLC Q3 2022 vs. Q4 2022 13F Holdings ComparisonIt's always interesting to see how investment firms adjust their portfolios between quarterly reports, and Winch Advisory Servic...
Thompson Siegel & Walmsley LLC Q3 2022 vs. Q4 2022 13F Holdings ComparisonThompson Siegel & Walmsley LLC is a Virginia-based investment management company that offers a range of products and portfolio...
Cetera Advisor Networks LLC's recently released 13F filings showed that the company's holdings have undergone several changes in Q4 2022 compared to Q3 2022. The data in the filings show the changes i...
In the first quarter of 2020, Litespeed Management, LLC had holdings in R1 RCM INC, Macquarie Infrastructure, Genworth Finl Inc, Scripps EW, Taubman Cntr, Tegna Inc, Wright Med Group N V, Fitbit Inc,...
In the world of finance, 13F reports are a crucial tool used by investors to identify the buying and selling activities of institutional investors. These quarterly reports are filed by hedge funds, in...
Mariner Investment Group LLC Q3 2022 vs. Q4 2022 13F Holdings ComparisonMariner Investment Group LLC recently released its 13F holdings comparison for Q3 2022 and Q4 2022. The report shows how the fun...
Lyell Wealth Management, LP has recently released their Q3 2022 vs. Q4 2022 13F Holdings Comparison, which summarizes the changes in holdings of their fund. In this blog post, we will be analyzing the...
Elgethun Capital Management Q3 2022 vs. Q4 2022 13F Holdings Comparison: A Brief LookAs the year draws to a close, it's time to reflect on some of the most significant changes in holdings of mutual fu...
Stewardship Financial Advisors, LLC Q4 2020 vs. Q1 2021 13F Holdings ComparisonStewardship Financial Advisors, LLC is a registered investment advisory firm that offers portfolio management as well as...
In the ever-changing world of finance, keeping track of market trends and shifts can be quite the task. One way to do so is by analyzing the 13F filings of hedge funds, which are required to report th...
Clifford Capital Partners LLC is an investment management firm that seeks to provide its clients with consistent and sustainable returns on their investments. One way the firm achieves this is by inve...
Stellar Capital Management, LLC has recently released its Q2 2020 13F Holdings Comparison report, outlining the changes in the holdings of the fund from the previous quarter. The report details the to...