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Courier Capital LLC Q3 2023 vs. Q4 2023: A Deep Dive into Fund Holdings

Ava Hoppe | 22 January, 2024

In the investment world, staying informed about the latest changes in fund holdings is crucial. These updates provide valuable insights into the investment strategies of fund managers and can help both investors and professionals make informed decisions. In this article, we will take a closer look at the Q3 2023 vs. Q4 2023 13F holdings comparison for Courier Capital LLC.

Courier Capital LLC is a respected investment management firm known for its expertise in navigating the complex and ever-changing financial landscape. The firm recently filed its 13F form, which discloses its holdings, and we've analyzed the data to gain actionable insights.

Here are some key highlights from the comparison:

1. Ishares TR (IVW): Courier Capital LLC held 1,077,267 shares of IVW in Q3 2023, which decreased slightly to 1,070,259 shares in Q4 2023. The value of these holdings also saw a modest increase from $73,706,000 to $80,376,000, marking a change of 9%.

2. Apple Inc (AAPL): The fund held 341,934 shares of AAPL in Q3 2023, which slightly decreased to 332,793 shares in Q4 2023. Despite the decrease in shares, the value of these holdings rose from $58,542,000 to $64,072,000, reflecting a 9.4% change.

3. Invesco Exchange Traded FD T (RSP): Courier Capital LLC significantly increased its holdings in RSP from 91,166 shares in Q3 2023 to 196,883 shares in Q4 2023. This surge in holdings resulted in a substantial increase in value from $12,917,000 to $31,068,000, representing a remarkable change of 140.5%.

4. Microsoft Corp (MSFT): The fund's holdings of MSFT decreased slightly from 85,324 shares in Q3 2023 to 82,072 shares in Q4 2023. However, the value of these holdings showed a 14.6% increase from $26,941,000 to $30,862,000.

5. JPMorgan Chase & Co (JPM): Courier Capital LLC maintained relatively stable holdings in JPM, with 95,313 shares in Q3 2023 and 95,011 shares in Q4 2023. Despite the steady number of shares, the value of these holdings experienced a notable increase from $13,822,000 to $16,161,000, indicating a change of 16.9%.

These are just a few examples of the shifts in holdings observed in Courier Capital LLC's 13F filing for the third and fourth quarters of 2023. By analyzing such data, investors and professionals can gain valuable insights into the investment strategies of major firms and make informed decisions based on market trends.

Remember, it is essential to consider that 13F filings are snapshots taken at specific points in time and may not perfectly reflect the current holdings of a fund. However, they do provide a useful starting point for analysis and can offer valuable insights into the investment landscape.

In conclusion, the Q3 2023 vs. Q4 2023 13F holdings comparison for Courier Capital LLC reveals interesting shifts in holdings and values across various companies. This analysis serves as a valuable resource for investors and professionals looking to gain insights into the ever-changing world of investments. Stay tuned for more updates as we continue to delve into fund holdings and provide you with the latest industry trends.

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