Assured Investment Management LLC: Analyzing The Changes in 13F Holdings from Q2 2020 to Q3 2020

Investment management firms are required to disclose their 13F holdings every quarter, giving an insight into their positions in various companies. Assured Investment Management LLC is one such firm, with a diverse portfolio comprising of companies ranging from healthcare to energy. In this blog post, we will analyze the changes in the holdings of Assured Investment Management LLC from Q2 2020 to Q3 2020.

The comparison of the two quarters shows that there was not much change in the number of shares held by the firm. Only one of the two companies in their portfolio showed any change in shares held. Let's delve deeper into the analysis of the two companies.

ADAPTHEALTH CORP:

Assured Investment Management LLC held 3,647,353 shares of Adapthealth Corp in Q2 2020, which remained the same in Q3 2020. However, the value of the shares increased significantly from $58,722,000 in Q2 2020 to $79,549,000 in Q3 2020, representing a percentage change of 35.5%. Adapthealth Corp is a healthcare company that provides home healthcare equipment and related services. The company went public in November 2019 and has seen a surge in demand due to the Covid-19 pandemic.

CONTURA ENERGY INC:

Assured Investment Management LLC held only 1 share of Contura Energy Inc in Q2 2020. However, there was no change in the number of shares held in Q3 2020. Contura Energy Inc is a mining company specializing in metallurgical and thermal coal. The company has been struggling due to the decrease in demand for coal in the US market and the ongoing global transition towards renewable energy.

Assured Investment Management LLC has a diverse portfolio with holdings in multiple sectors. However, the changes in the two companies discussed above show a preference for healthcare over the energy sector. This is not surprising given the current healthcare crisis and the shift in focus towards clean and renewable energy sources.

In conclusion, the changes in the 13F holdings of Assured Investment Management LLC from Q2 2020 to Q3 of 2020 show us that the firm's portfolio is stable and only shows slight changes in their holdings. The increase in the value of their shares of Adapthealth Corp shows that the company is bullish on the healthcare sector and may continue to invest in similar companies in the future. The investment trends followed by such firms are essential in helping us understand the current market trends and can also be a useful reference for individual investors when creating their own investment portfolios.