Altfest L J & Co Inc Q3 2023 vs. Q4 2023: A Comparison of 13F Holdings

In the world of investment and finance, keeping track of holdings is of utmost importance. It provides valuable insights into the strategies implemented by fund managers and their performances over a specific period. In this article, we will analyze the changes in holdings reported by Altfest L J & Co Inc between Q3 2023 and Q4 2023. Through a detailed examination of the data, we will gain a better understanding of the shifts in their portfolio and draw meaningful conclusions.

One of the notable changes in Altfest L J & Co Inc's holdings is their decreased investment in "INNOVATOR ETFS TR". In Q3 2023, they held 2,325,860 shares of the company, with a value of $43,282,000. However, by Q4 2023, their holdings reduced to 2,315,370 shares, amounting to a value of $46,788,000. This represents a modest change of 8.1%.

Similarly, Altfest L J & Co Inc decreased their stake in "FIRST TR EXCHANGE-TRADED FD" from 1,067,022 shares in Q3 2023 to 1,033,149 shares in Q4 2023. The value of their holdings changed from $28,191,000 to $28,608,000, representing a change of 1.5%.

However, not all changes in holdings were negative for Altfest L J & Co Inc. In fact, they increased their investment in "INNOVATOR ETFS TR" significantly. In Q3 2023, they held 937,673 shares, with a value of $47,634,000. By Q4 2023, their holdings decreased to 477,762 shares, with a value of $26,327,000. This change represents a substantial decrease of 44.7%.

Moving on to "ISHARES TR," Altfest L J & Co Inc reduced their holdings from 242,350 shares in Q3 2023 to 234,339 shares in Q4 2023. The value of their investment decreased from $23,489,000 to $23,103,000, marking a minor change of -1.6%.

Another significant decrease in holdings was observed for "MATTHEWS ASIA FDS." Altfest L J & Co Inc held 1,069,168 shares valued at $23,879,000 in Q3 2023. However, by Q4 2023, their holdings decreased to 915,916 shares valued at $21,442,000. This represents a decrease of 10.2%.

On the other hand, Altfest L J & Co Inc increased their investment in "APPLE INC." In Q3 2023, they held 107,979 shares valued at $18,487,000. By Q4 2023, their holdings increased to 106,525 shares valued at $20,509,000. This indicates an increase of 10.9%.

In conclusion, Altfest L J & Co Inc made several notable changes in their 13F holdings between Q3 2023 and Q4 2023. While they decreased their investments in some companies, they also increased their stake in others. These changes reflect the fund's dynamic approach to investment management, adapting to market conditions and pursuing diversified strategies.

Please note that the information presented in this article is based on publicly available data and is for informational purposes only. Investments and financial decisions should be made after careful analysis and consultation with a qualified financial advisor.