Simon Quick Advisors, LLC Q3 2023 vs. Q4 2023 13F Holdings Comparison

Did you know that 13F filings can provide valuable insights into the investment strategies of hedge funds and institutional investors? These filings, required by the Securities and Exchange Commission (SEC), reveal the holdings of these entities and can help individual investors make more informed decisions.

In this article, we will analyze the holdings comparison between Q3 2023 and Q4 2023 for Simon Quick Advisors, LLC. While we won't have access to the actual data, we can still discuss the general trends and changes in their holdings based on the provided information.

One of the notable changes in Simon Quick Advisors, LLC's holdings is with SPDR S&P 500 ETF TR (SPY). The fund reduced its holdings from 263,340 shares in Q3 2023 to 260,817 shares in Q4 2023. However, the value of their holdings increased from $112,572,000 to $123,968,000, indicating a positive shift in the stock's performance. This change represents a 10.1% increase in value.

Another significant change is with SPDR SER TR (SPYV). Simon Quick Advisors, LLC increased its holdings from 1,909,350 shares in Q3 2023 to 1,917,806 shares in Q4 2023. The value of their holdings also increased from $78,779,000 to $89,427,000. This change represents a 13.5% increase in both shares and value.

Simon Quick Advisors, LLC also made changes in their holdings of tech giant Apple Inc (AAPL). They reduced their holdings from 221,895 shares in Q3 2023 to 218,640 shares in Q4 2023. However, the value of their holdings increased from $37,990,000 to $42,094,000, indicating a positive shift in the stock's performance. This change represents a 10.8% increase in value.

One interesting change to note is with Berkshire Hathaway Inc Del (BRK-A). Simon Quick Advisors, LLC significantly reduced their holdings of this stock from 37 shares in Q3 2023 to 18 shares in Q4 2023. The value of their holdings decreased from $19,664,000 to $9,767,000, marking a substantial decrease of 50.3% in value.

These are just a few examples of the changes in Simon Quick Advisors, LLC's holdings. It is important to note that the performance of these stocks can be influenced by various factors such as market conditions, company announcements, and overall investor sentiment. It's always a good idea to conduct thorough research and consult with a financial advisor before making any investment decisions.

In conclusion, analyzing 13F filings like the ones from Simon Quick Advisors, LLC can provide valuable insights into the investment strategies of professional investors. While we couldn't access the actual data, discussing the general trends and changes based on the provided information can still provide useful information for individual investors.