Donald L. Hagan, LLC Q1 2023 vs. Q2 2023 13F Holdings Comparison

Investing in the right stocks is crucial for any investor. The ability to keep track of the changes in holdings of funds is essential in making informed decisions. In this article, we will analyze the comparison between the 13F holdings of Donald L. Hagan, LLC in Q1 2023 and Q2 2023.

One of the standout changes in holdings is seen in STRATEGY SHS, where the number of shares decreased from 776,206 in Q1 2023 to 756,796 in Q2 2023. Despite the decrease in shares, the value showed a slight increase from $25,622,000 to $26,873,000, indicating potential growth in the company.

Another significant change in holdings is observed in UNITED PARCEL SERVICE INC (UPS). The number of shares remained relatively stable, decreasing only slightly from 130,526 in Q1 2023 to 130,254 in Q2 2023. However, the value dropped from $25,320,000 to $23,348,000, reflecting a decline of 7.8% in value.

Moving on to STRATEGY SHS, the number of shares increased significantly from 401,471 in Q1 2023 to 621,150 in Q2 2023. This surge in shares resulted in an increase in value from $10,873,000 to $17,076,000, indicating positive growth for the company.

On the other hand, STRATEGY SHS (SSFI) experienced a decrease in both the number of shares and value. The number of shares dropped from 958,970 in Q1 2023 to 678,952 in Q2 2023, while the value decreased from $20,940,000 to $14,741,000, reflecting a decline of 29.6%.

Moving forward to SELECT SECTOR SPDR TR (XLK), there was only a marginal change in the number of shares, decreasing from 31,124 in Q1 2023 to 30,976 in Q2 2023. However, the value increased from $4,700,000 to $5,385,000, indicating a potential positive outlook for the company.

META PLATFORMS INC (META) saw a slight decrease in the number of shares from 11,702 in Q1 2023 to 11,254 in Q2 2023. However, the value increased from $2,480,000 to $3,229,000, reflecting a growth of 30.2%.

In terms of percentage change, the largest change was observed in NUTRIEN LTD (NTR.TO). The number of shares and value both decreased significantly, showing a decline of 22.9%.

These changes in holdings provide crucial insights into the investment strategy of Donald L. Hagan, LLC. By analyzing the shifts in shares and values, investors can gauge the potential growth and profitability of various companies.

It is important to note that these changes in holdings are based on publicly accessible information and do not represent a recommendation or endorsement of any particular investment. It is always advisable for investors to conduct their own research and consult with a financial advisor before making any investment decisions.

In conclusion, the comparison of the 13F holdings of Donald L. Hagan, LLC in Q1 2023 and Q2 2023 reveals both positive and negative changes in the number of shares and values of various companies. These changes provide valuable insights for investors in assessing potential investment opportunities.