Clear Investment Research's Q3 vs. Q4 2022 13F Holdings Comparison: Analyzing the Changes in the Fund's Strategy and Performance.

Clear Investment Research, LLC has recently released their Q3 2022 vs. Q4 2022 13F Holdings Comparison, which outlines the changes in holdings of their fund during the past quarter. This data showcases the performance of their investments and provides insight into their investment strategy. In this post, we will deep dive into the CSV to analyze the changes in the holdings of the Clear Investment Research Fund.

GPK, "GRAPHIC PACKAGING HLDG CO", is one of the top holdings of Clear Investment Research’s Q4 2022. They own 222,484 shares of the stock, which values approximately $4.95 million. This represents a 12.7% increase in shares compared to Q3. It is worth noting that the value of the shares has increased since the last quarter. This indicates that the stock has performed well recently and Clear Investment Research’s investment in GPK has been fruitful.

IVV, "ISHARES TR", is another key holding for the fund. They own 11,839 shares of the stock, which values approximately $4.5 million. This represents a 7% decrease in shares compared to Q3. Despite the decrease in shares, the value of the shares has increased, indicating that Clear Investment Research’s investment in IVV has been profitable.

One of the companies that Clear Investment Research has significantly increased their holding in during the last quarter is Lilly Eli & Co. The fund owns 2,651 shares of the stock, which are worth approximately $970,000, representing a 14.3% increase in shares compared to Q3. The value of the shares has also increased over the last quarter, which suggests that Clear Investment Research’s decision to increase their holdings in LLY was a wise investment strategy.

On the other hand, Clear Investment Research has decreased their holding in Apple Inc. in Q4 2022. They own 13,584 shares of the tech giant, which are worth approximately $1.8 million. This represents an 8% decrease in shares compared to Q3. Moreover, the value of the shares has declined as well. This suggests that Clear Investment Research’s decision to reduce their holdings in AAPL was a result of the company’s lackluster recent performance.

Another stock that saw a significant decrease in shares owned by Clear Investment Research in Q4 2022 was STIP, "ISHARES TR". The fund owns 12,771 shares of the stock, which values approximately $1.2 million. This represents a 16.7% decrease in shares compared to Q3. Moreover, the value of the shares has also declined significantly. This suggests that Clear Investment Research’s decision to reduce their holdings in STIP was a result of the company’s disappointing recent performance.

In addition, Clear Investment Research increased their holdings in Amazon.com Inc (AMZN) in Q4 2022 to 3,160 shares, which are worth approximately $265,000. This represents a 35.9% increase in shares compared to Q3. The value of the shares has also increased during the quarter. This suggests that Clear Investment Research believes that Amazon.com Inc. is a promising investment.

Moreover, Clear Investment Research’s decision to increase their holdings in Berkshire Hathaway Inc Del (BRK-B) was another strategic move. They own 543 shares of the stock, which are worth approximately $168,000. This represents a 37.7% increase in shares compared to Q3. The value of the shares has also increased during the quarter, which suggests that Clear Investment Research is banking on the long-term potential of the company.

Overall, Clear Investment Research has made some strategic changes in their holdings this quarter, with a mix of both increasing and decreasing their holdings in several stocks. The fund has mainly focused on investing in stocks that have shown promising performances during this period. The decision to invest in companies like Graphic Packaging Holding Company, Amazon.com Inc., and Berkshire Hathaway Inc Del suggests that the Clear Investment Research Fund is taking a long-term investment approach.