Unison Advisors LLC Q3 2023 vs. Q4 2023 13F Holdings Comparison

Unison Advisors LLC, a prominent financial advisory firm, recently released its Q3 2023 and Q4 2023 13F Holdings Comparison report. The report provides valuable insights into the changes in the firm's holdings over the mentioned periods.

One of the highlights of the comparison is the increase in holdings for several key issuers. AMERICAN CENTY ETF TR, one of the top holdings, witnessed a 9.4% increase in shares from Q3 to Q4 2023. Similarly, ISHARES TR saw a 13.3% increase in shares, while SCHWAB STRATEGIC TR experienced a 7.1% increase.

Other notable changes include the 12.9% increase in shares for ISHARES TR and the 7.9% increase in shares for DIMENSIONAL ETF TRUST. Vanguard Index FDS, Vanguard MUN BD FDS, and VANGUARD SCOTTSDALE FDS also saw positive changes in holdings, with increases ranging from 6.5% to 9.2%.

However, not all issuers experienced growth. Several companies saw a decrease in holdings during this period. SPDR SER TR recorded a significant decline of 13.4% in shares, while PFIZER INC saw a 12.1% decrease. Other companies such as VANGUARD BD INDEX FDS and EMERSON ELEC CO also saw a decrease in their holdings.

Overall, Unison Advisors LLC's 13F Holdings Comparison report provides valuable information on the changes in holdings for various issuers. It highlights the growth in certain sectors of the market while also shedding light on companies that experienced a decrease in holdings. Investors and financial professionals can use this report to gain insights into market trends and make informed investment decisions.

The Importance of 13F Holdings Comparison

The 13F Holdings Comparison report is an essential tool for investors and financial professionals. It provides valuable insights into the changes in holdings for various fund managers, helping investors understand the investment strategies and trends in the market.

By comparing the holdings from different quarters, investors can identify any shifts in an investment firm's portfolio. This can help them gauge the firm's market outlook, identify potential buying or selling opportunities, and make informed investment decisions.

Moreover, the 13F Holdings Comparison report allows investors to track their favorite stocks or sectors. They can identify which companies are gaining popularity among institutional investors or if a particular sector is gaining or losing traction. This information can be crucial in determining the overall market sentiment and making investment choices accordingly.

For fund managers, the report serves as a benchmarking tool. They can assess their performance relative to their peers and identify areas for improvement. It also enables them to evaluate their allocation strategies and make adjustments based on market trends.

In conclusion, the 13F Holdings Comparison report provides valuable insights into the changes in holdings for various fund managers. It enables investors and financial professionals to stay abreast of market trends, make informed investment decisions, and adjust their strategies accordingly. With its comprehensive analysis and detailed information, the report is an indispensable resource for the investment community.