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Analyzing Q3 2022 and Q4 2022 13F Holdings Comparison of Asset Management Group, Inc.

Ava Hoppe | 24 April, 2023

Asset Management Group, Inc. is a well-known financial institution that specializes in providing asset management services to clients worldwide. The company's investment focus ranges from equities to fixed-income securities, and alternative asset classes such as real estate, private equity, and hedge funds.

In this blog post, we will analyze the Q3 2022 and Q4 2022 13F Holdings Comparison of Asset Management Group, Inc. based on the provided information in the CSV file. Let's dive into the data to see what has changed and what has remained consistent.

Main Body:

The provided data in the CSV reveals that the value of the fund's holdings has increased by 13.1% from Q3 2022 to Q4 2022, from $18891 to $21370, respectively. While the total value of the fund's holdings has increased, there have been some significant changes in the fund's individual holdings.

The top five holdings of the fund remained consistent between Q3 2022 and Q4 2022, with Vanguard Index Funds (VBR) and Vanguard Scottsdale Funds (VCSH) leading the way. However, there were some notable changes in the share count and value of these holdings.

VBR's share count increased from 131734 to 134573, while its value increased from $18891 to $21370, a change of 13.1%. On the other hand, VCSH's share count decreased from 272649 to 253448, while its value decreased from $20252 to $19056, a change of -5.9%. While the percentage change in value for VBR and VCSH went in opposite directions, both holdings still remain at the top of the fund's total holdings.

The third-largest holding of the fund, iShares TR (IWS), experienced an increase in both share count and value. IWS's share count increased from 156178 to 157852, and its value increased from $15001 to $16628, a change of 10.8%.

SCHWAB STRATEGIC TR (SCHP) is the fourth-largest holding of the fund, and its share count and value increased from 270003 to 274961, and $13986 to $14240, respectively. This represents a 1.8% increase in value between Q3 2022 and Q4 2022.

The fifth-largest holding of the fund is Vanguard Index Funds (VBK), and it saw a share count increase from 65672 to 65789, and a value increase from $12815 to $13193, a change of 3%.

Apart from the top five holdings, there were some significant changes in the remaining holdings. For example, the share count of Amazon.com, Inc. (AMZN) decreased from 43920 to 41867, and its value decreased from $4963 to $3516, a change of -29.1%. Caterpillar, Inc. (CAT), on the other hand, saw a share count increase from 10687 to 10734, and its value increased from $1753 to $2571, a change of 46.7%.

Conclusion:

In conclusion, the Q3 2022 and Q4 2022 13F Holdings Comparison of Asset Management Group, Inc. reveals that while the value of the fund's total holdings increased by 13.1%, there were significant changes in some of the individual holdings.

While the fund's top five holdings remained consistent, the percentage change in value for VBR and VCSH went in opposite directions. IWS, SCHP, and VBK experienced increases in both share count and value. However, some notable changes occurred in individual holdings such as Amazon.com, Inc. and Caterpillar, Inc.

Overall, the provided data of the Q3 2022 and Q4 2022 13F Holdings Comparison will help investors and financial analysts gain a better understanding of Asset Management Group, Inc.'s investment strategies and direction.

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