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BEECH HILL ADVISORS, INC.

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NEW YORK NY Investment Advisor Hedge Fund
13F Summary

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Equal-WT
WhaleScore 2.0 ?

85

S&P 500
WhaleScore ?

Subscription Required

Equal-WT
WhaleScore 1.0 ?

Beech Hill Advisors is based out of New York. Beech Hill Advisors is a hedge fund with 557 clients and discretionary assets under management (AUM) of $261,119,471 (Form ADV from 2023-05-11). Their last reported 13F filing for Q4 2023 included $206,734,430 in managed 13F securities and a top 10 holdings concentration of 32.12%. Beech Hill Advisors's largest holding is Apple Inc with shares held of 51,678. Whalewisdom has at least 73 13F filings

2023-12-31

Top Buys (13F)

2023-12-31

Top Sells (13F)

Name % Change
GLW Corning Inc. 2.13%
ADP Automatic Data Proce 0.37%
HUM Humana, Inc. 0.32%
CHPT ChargePoint Holdings 0.26%
WMT Walmart Inc 0.24%

2023-12-31

13F Holdings Summary

Name $ Change
AAPL Apple Inc 4.81%
GOOGL Alphabet Inc. Class 4.23%
AMZN Amazon.com Inc. 3.87%
META Meta Platforms Inc 3.1%
UBER Uber Technologies In 3.08%

2023-12-31

13F Activity

Market Value $207m, Prior: $198m
New Purchases 7 stocks
Added To 16 stocks
Sold out of 3 stocks
Reduced holdings in 50 stocks
Top 10 Holdings % 32.12%
Turnover %[1] 10.99%
Turnover Alt %[2] 2.96%
Time Held Top 20 12.7 quarters
Time Held Top 10 12.4 quarters
Time Held All 20.58 quarters

[1]: Turnover is calculated by taking the # of new holdings (initial purchases) + the # of positions sold out of (not just reduced) divided by the total # of holdings for the quarter.

[2]: Alt Turnover is calculated by taking either the total MV of new purchases or the MV of securities sold, whichever is less, divided by the total MV of the fund.

2023-12-31

13F Sector Allocation Over Time

2023-12-31

Analysis

Top 20 equal-weighted holdings. Performance numbers calculated through 2023-12-31

Portfolio Performance