Courier Capital LLC Q2 2023 vs. Q3 2023 13F Holdings Comparison

During the second and third quarters of 2023, Courier Capital LLC made several changes to their fund holdings. These changes reflect shifts in their investment strategies and provide insights into the stock market trends. Let's take a closer look at some of the notable changes in their holdings:

1. ISHARES TR (IVW)

- Q2 2023 (SHARES): 1,080,362

- Q3 2023 (SHARES): 1,077,267

- Chg %: -3.2

In the second and third quarters, Courier Capital LLC reduced their holdings in ISHARES TR by 3.2%. This decrease could be due to various factors, such as changes in market conditions or a shift in their investment strategy.

2. APPLE INC (AAPL)

- Q2 2023 (SHARES): 354,553

- Q3 2023 (SHARES): 341,934

- Chg %: -14.9

Courier Capital LLC also decreased their holdings in APPLE INC by 14.9% during this period. This reduction suggests that they may have reevaluated their position in the company based on market dynamics or internal analysis.

3. MICROSOFT CORP (MSFT)

- Q2 2023 (SHARES): 87,536

- Q3 2023 (SHARES): 85,324

- Chg %: -9.6

Another notable change in Courier Capital LLC's holdings is a 9.6% decrease in MICROSOFT CORP. This adjustment may reflect their views on the company's future performance or changes in the tech sector as a whole.

4. VANGUARD INDEX FDS (VTI)

- Q2 2023 (SHARES): 462,767

- Q3 2023 (SHARES): 373,363

- Chg %: -19.6

Courier Capital LLC significantly reduced their holdings in VANGUARD INDEX FDS by 19.6%. Such a substantial change indicates a more significant shift in their investment strategy or a specific outlook on the fund's performance.

5. AMAZON COM INC (AMZN)

- Q2 2023 (SHARES): 59,430

- Q3 2023 (SHARES): 57,067

- Chg %: -6.4

While not as significant as other adjustments, Courier Capital LLC also decreased their holdings in AMAZON COM INC by 6.4%. This change could reflect a revised assessment of the company's prospects or market conditions affecting the e-commerce industry.

These are just a few examples of the changes in Courier Capital LLC's fund holdings during the second and third quarters of 2023. It's important to remember that investment decisions are influenced by various factors, and these changes illustrate their dynamic approach to portfolio management.

As an investor or observer of the financial markets, analyzing institutional holdings can provide valuable insights into market trends and potential investment opportunities. Tracking trends in fund holdings helps individuals make more informed decisions in managing their own portfolios.

Disclaimer: The above analysis is based on public information and should not be considered financial advice. Always conduct thorough research and consult a financial advisor before making investment decisions.