Carlson Capital Management quarter change: USA Stocks, New
In share positions in stocks (listed in the US), from the quarter ended 2024-09-30 to 2024-12-31, Carlson Capital Management opened 2 positions, added to 28, reduced 19, sold out of 3 and left 7 unchanged. The largest increase in value was AAPL (+$3,970,802); the largest decrease was UNH (-$2,917,926).
- AMP: Country of operation United States; Class COM; Shares 2024-09-30 0; Shares 2024-12-31 530.
- CAT: Country of operation United States; Class COM; Shares 2024-09-30 0; Shares 2024-12-31 604.
Two Form 13F-HR filings compared (SEC CIK 1581298): 2024-09-30 (filed 2024-11-13) and 2024-12-31 (filed 2025-02-10). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move; share change is the position change.
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