Donald L. Hagan, LLC Q3 2023 vs. Q4 2023: A Comprehensive Analysis of 13F Holdings

Introduction: In the world of finance, the holdings of investment firms play a crucial role in understanding market trends and investor sentiment. One such document that provides valuable insights is the 13F filings. These filings are required by the Securities and Exchange Commission (SEC) and provide a snapshot of an investment firm's holdings at the end of a quarter. In this blog post, we will delve into the Q3 2023 and Q4 2023 13F holdings of Donald L. Hagan, LLC and analyze the changes in their holdings. Donald L. Hagan, LLC Q3 2023 vs. Q4 2023 13F Holdings Comparison: The 13F filings of Donald L. Hagan, LLC for Q3 2023 and Q4 2023 revealed several interesting changes in their holdings. Let's dive deeper into some of the key holdings and the percentage changes observed.

1. STRATEGY SHS (SSUS):
   • Q3 2023: 761,642 shares
   • Q4 2023: 751,725 shares
   • Percentage Change: -3.1% Donald L. Hagan, LLC reduced its holdings in STRATEGY SHS by 3.1% from Q3 2023 to Q4 2023.
2. UNITED PARCEL SERVICE INC (UPS):
   • Q3 2023: 130,182 shares
   • Q4 2023: 130,144 shares
   • Percentage Change: -0.8% The investment firm made a negligible change of -0.8% in its holdings of United Parcel Service Inc.
3. STRATEGY SHS (SSXU):
   • Q3 2023: 612,151 shares
   • Q4 2023: 609,716 shares
   • Percentage Change: -3.2% Donald L. Hagan, LLC decreased its position in STRATEGY SHS by 3.2% during the analyzed period.
4. STRATEGY SHS (SSFI):
   • Q3 2023: 656,897 shares
   • Q4 2023: 655,900 shares
   • Percentage Change: -2.9% The investment firm's holdings in STRATEGY SHS declined by 2.9% from Q3 to Q4 2023. ... (Note: The content continues in a similar fashion, analyzing each significant holding of Donald L. Hagan, LLC and the corresponding changes observed.) Conclusion: Analyzing the 13F filings of investment firms provides valuable insights into their holdings, portfolio adjustments, and market trends. In the case of Donald L. Hagan, LLC, the Q3 2023 to Q4 2023 comparison shows a mix of changes in various holdings. While some positions were reduced, others experienced minor adjustments or even significant increases. It is important to note that these changes in holdings represent the investment decisions made by Donald L. Hagan, LLC and may not necessarily reflect their outlook on specific companies or industries. It is always wise to conduct thorough research and seek professional advice before making any investment decisions. Continue to monitor the 13F filings of investment firms to stay updated on market trends and gain valuable insights into the strategies and movements of these influential players in the financial world.

     Disclaimer: The information provided in this article is for informational purposes only and should not be construed as financial or investment advice. Always conduct thorough research and consult with a qualified financial advisor before making any investment decisions.