HoyleCohen, LLC historic quarter change: USA Stocks, Sold out
In share positions in stocks (listed in the US), over 2 quarters from 2023-12-31 to 2024-06-30, HoyleCohen, LLC opened 20 positions, added to 94, reduced 183 and sold out of 11.
- Q2 2024: Stock EXR; Country of operation United States; Class COM; Shares before 3,340.
- Q2 2024: Stock CMCSA; Country of operation United States; Class CL A; Shares before 6,351.
- Q2 2024: Stock O; Country of operation United States; Class COM; Shares before 4,156.
- Q2 2024: Stock MA; Country of operation United States; Class CL A; Shares before 453.
Each consecutive pair of Form 13F-HR filings compared (SEC CIK 1559077), 2 quarters: Q2 2024 (2024-03-31 to 2024-06-30, filed 2024-07-19); Q1 2024 (2023-12-31 to 2024-03-31, filed 2024-05-15). 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. Only the filings held here are compared; the firm's 13F-HR filings go back to the quarter ended 2017-12-31.
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