Day & Ennis, LLC Q3 2023 vs. Q4 2023 13F Holdings Comparison

In the ever-changing landscape of the financial market, it is crucial for investors to stay up to date with the latest trends and shifts in holdings. One way to gain insight into the strategies and trading activities of institutional investors is through the analysis of their 13F filings.

13F filings are quarterly reports submitted to the Securities and Exchange Commission (SEC) by institutional investment managers that manage assets of $100 million or more. These reports provide information on the holdings of these investment managers, including the number of shares held and the value of those holdings.

In this article, we will examine the Q3 2023 and Q4 2023 13F holdings comparison for Day & Ennis, LLC. Day & Ennis, LLC is a prominent institutional investment manager with a diverse portfolio of holdings. By analyzing their 13F filings, we can gain valuable insights into their investment strategies and the changes they made to their holdings during this period.

One notable change in the Q3 2023 and Q4 2023 13F holdings of Day & Ennis, LLC is their increased holdings in ISHARES TR (IVV). In Q3 2023, they held 94,180 shares, with a value of $40,443,000, while in Q4 2023, their holdings increased to 99,810 shares, with a value of $47,672,000. This represents a significant increase in both the number of shares held and the value of their holdings in this particular issuer.

Another interesting change in their holdings is their decreased position in ISHARES TR (IUSB). In Q3 2023, they held 227,799 shares, valued at $9,958,000, but in Q4 2023, their holdings decreased to 212,258 shares, with a value of $9,778,000. This represents a decrease of 1.8% in the number of shares held and a slight decrease in the value of their holdings.

While these are just a few examples of the changes in holdings for Day & Ennis, LLC, the complete 13F filings provide a comprehensive view of their investment activities during this period. By examining the holdings of institutional investment managers, investors can gain valuable insights into market trends and investment strategies.

It is important to note that 13F filings are just one tool for investors to consider when making investment decisions. They should be used in conjunction with other sources of information and analysis to make informed investment choices.

In conclusion, the Q3 2023 and Q4 2023 13F holdings comparison for Day & Ennis, LLC reveals interesting changes in their investment portfolio. By analyzing these changes, investors can gain valuable insights into market trends and investment strategies. As the financial market continues to evolve, staying informed about these changes can be instrumental in making sound investment decisions.

Please note that this article is for informational purposes only and should not be considered as financial advice. Investors should conduct thorough research and consult with a professional advisor before making any investment decisions.