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Hengehold Capital Management LLC Q4 2022 vs Q1 2023: An Analysis of Changing Fund Holders

Ava Hoppe | 7 May, 2023

Investing in the right fund can prove to be an effective way to build wealth, but it's important to keep track of changes in your investment portfolio. Hengehold Capital Management LLC, a registered investment advisor, recently filed their 13F holdings report with the SEC, detailing their Q4 2022 and Q1 2023 holdings. In this blog post, we will analyze the changes in their fund holdings compared to the previous quarter and what it could mean for investors looking to follow in their footsteps.

First, let's take a quick look at Hengehold's portfolio changes. They increased their holdings in Schwab Strategic Tr, Procter and Gamble Co, Spdr Index Shs Fds, and iShares Inc, among others. Meanwhile, their holdings in iShares Tr, Wisdomtree Tr, and Chevon Corp New decreased. Additionally, they initiated new positions in Broadcom Inc and Bath & Body Works Inc.

One of the most significant changes in Hengehold's holdings is their increased investment in Vanguard World FD. They purchased 91,062 more shares, totaling 1563519 in Q1 2023 compared to 1308201 shares in Q4 2022. The value of their investment also increased from $31,475,000 to $40,229,000, an increase of 27.8%. This indicates the firm's positive outlook on the global economy and their confidence in the performance of the fund.

Another significant change in their portfolio is the sell-off of their shares in Vanguard Index Fds. Their holdings decreased from 19036 in Q4 2022 to 18482 shares in Q1 2023. The value of their investment also decreased from $4,056,000 to $4,610,000, a decrease of 13.6%. This suggests that Hengehold Capital Management LLC may have lost confidence in the fund's future performance.

Their purchase of new shares in Bath & Body Works Inc indicates a shift towards consumer retail companies. It is worth noting that Bath & Body Works Inc has shown positive growth in recent years, despite the current economic climate, making it a potentially stable investment choice.

Overall, it's important to note that these changes are specific to Hengehold Capital Management LLC's portfolio and may not be suitable for all investors. However, analyzing fund holding changes can provide investors with valuable insights into market trends and the investment strategies of successful firms. Before making any investment decisions, investors should always do their own research and consult with a financial advisor to determine the best investment strategy for their specific needs.

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