HoyleCohen, LLC quarter change: USA Stocks, New
In share positions in stocks (listed in the US), from the quarter ended 2024-03-31 to 2024-06-30, HoyleCohen, LLC opened 11 positions, added to 40, reduced 105, sold out of 8 and left 21 unchanged. The largest increase in value was AAPL (+$18,881,784); the largest decrease was VZ (-$6,649,862).
- CP: Country of operation —; Class COM; Shares 2024-03-31 0; Shares 2024-06-30 27,139.
- MPC: Country of operation United States; Class COM; Shares 2024-03-31 0; Shares 2024-06-30 2,306.
- RXRX: Country of operation United States; Class CL A; Shares 2024-03-31 0; Shares 2024-06-30 45,522.
- VRTX: Country of operation United States; Class COM; Shares 2024-03-31 0; Shares 2024-06-30 722.
Two Form 13F-HR filings compared (SEC CIK 1559077): 2024-03-31 (filed 2024-05-15) and 2024-06-30 (filed 2024-07-19). 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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