Contravisory Investment Management, Inc. Q2 2023 vs. Q3 2023 13F Holdings Comparison
Ava Hoppe | 17 October, 2023
Contravisory Investment Management, Inc. is a prominent investment management company that closely monitors and evaluates the holdings of various funds. In this blog post, we will delve into the changes in holdings between Q2 2023 and Q3 2023 to gain insights into the shifting landscape of the market.
McKesson Corp (MCK):
One of the notable changes is the decrease in Contravisory Investment Management's holdings of McKesson Corp. In Q2 2023, they held 30,494 shares, but by Q3 2023, the number had decreased to 29,769 shares. The value of the shares also experienced a slight decline from $13,030,000 to $12,945,000.
Adobe Inc (ADBE):
Another company that saw a decrease in Contravisory Investment Management's holdings is Adobe Inc. During Q2 2023, they held 18,361 shares, but in Q3 2023, the number reduced to 16,643 shares. This decrease in shares resulted in the value dropping from $8,978,000 to $8,486,000.
UBS Group AG (UBSG.SW):
Contravisory Investment Management witnessed a significant change in holdings with UBS Group AG. In Q2 2023, they had 356,751 shares, but by Q3 2023, the number dropped to 342,008 shares. Surprisingly, even with the decrease in shares, the value rose from $7,231,000 to $8,430,000.
Cardinal Health Inc (CAH):
Contravisory Investment Management also reduced its holdings in Cardinal Health Inc. In Q2 2023, they held 97,895 shares, which decreased to 95,435 shares in Q3 2023. The value of the shares experienced a decline from $9,257,000 to $8,285,000.
Westlake Corporation (WLK):
A slight decrease was observed in the holdings of Contravisory Investment Management with Westlake Corporation. In Q2 2023, they held 66,410 shares, which reduced to 64,165 shares in Q3 2023. However, the value remained relatively stable at $7,934,000 in Q2 2023 and $7,999,000 in Q3 2023.
These are just a few examples of the changes in holdings that Contravisory Investment Management experienced during the Q2 2023 and Q3 2023 period. The data provided in the 13F Holdings Comparison offers valuable insights into how fund holdings can evolve over time.
Contravisory Investment Management's ability to make strategic decisions based on these changes in holdings demonstrates their expertise and insight into the market. As an investment management company, they continuously adapt their portfolio to align with market trends and optimize their clients' investment strategies.
In conclusion, Contravisory Investment Management's Q2 2023 vs. Q3 2023 13F Holdings Comparison showcases the dynamic nature of the market and the importance of diligent evaluation and adjustments in investment portfolios. Stay tuned for more updates on their holdings and market trends.
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