Harbour Capital Advisors, LLC Q3 2023 vs. Q4 2023 13F Holdings Comparison

Harbour Capital Advisors, LLC recently released its Q3 2023 and Q4 2023 13F holdings comparison report. The report provides insights into the changes in holdings for the quarter, showcasing the performance and activity of the fund. In this article, we will delve into the key highlights from the report.

Apple Inc (AAPL) maintained a steady position, with a minimal increase in shares from 71,705 in Q3 to 71,835 in Q4. The value of their holdings also saw a slight increase from $12,276,000 to $13,235,000, representing a 7.8% change. Microsoft Corp (MSFT) followed a similar pattern, with a marginal rise in shares from 33,655 to 33,733 and a corresponding value increase from $10,626,000 to $12,501,000, indicating a 17.6% change.

Eli Lilly & Co (LLY) experienced steady growth as well, with a modest increase in shares from 18,857 to 18,886. The value of their holdings rose from $10,128,000 to $11,665,000, marking a 15.2% change. Ishares TR (IEFA), on the other hand, displayed a slight decline in shares from 161,827 to 160,431. The value of their holdings decreased from $10,413,000 to $11,071,000, signifying a 6.3% change.

Amazon Com Inc (AMZN) witnessed a notable decrease in shares from 67,806 to 60,553, reflecting a change of 10.7%. However, the value of their holdings experienced a minor decrease from $8,619,000 to $8,990,000, signaling a 4.3% change. JPMorgan Chase & Co (JPM) had a stable quarter, with shares remaining consistent at 48,338. The value of their holdings, however, increased from $7,009,000 to $8,292,000, translating to an 18.3% change.

Visa Inc (V) showcased a marginal increase in shares from 30,390 to 30,435, coupled with a rise in value from $6,990,000 to $7,851,000, amounting to a 12.3% change. Broadcom Inc (AVGO) also experienced a slight increase in shares from 7,363 to 7,383, with a corresponding value increase from $6,115,000 to $7,815,000, indicating a 27.8% change.

UnitedHealth Group Inc (UNH) exhibited a stable position, with shares remaining consistent at 13,567. However, the value of their holdings saw a minor increase from $6,840,000 to $7,340,000, representing a 7.3% change. Home Depot Inc (HD) followed a similar trend, with shares holding steady at 20,743 and a value increase from $6,267,000 to $7,032,000, reflecting a 12.2% change.

Overall, Harbour Capital Advisors, LLC showcased a mix of steady positions and slight fluctuations in their Q3 and Q4 13F holdings. While some companies experienced minimal changes in shares and values, others witnessed more significant shifts. It will be intriguing to see how these holdings develop in the coming quarters and how they may impact the overall performance of Harbour Capital Advisors, LLC.

Please note that 13F filings are filed by institutional investment managers, such as Harbour Capital Advisors, LLC, to provide public transparency on their holdings. These filings are essential for investors and analysts looking to understand the investment strategies and activities of these institutions.