Investment Fund's Q3-Q4 2022 Holdings Comparison: Winners, Losers, and Everything In Between
Ava Hoppe | 1 May, 2023
As we head into a new year, it's always interesting to look back and analyze the performance of various investment funds. In this article, we'll be taking a deep dive into the changes in holdings of Harbor Advisory Corp/Ma/ in Q3-Q4 of 2022, and what it could mean for investors.
Looking at the summary data, there are a few standouts. Firstly, VANGUARD INDEX FDS (VOO) saw a significant increase in shares, jumping from 19,196 to 39,806. This move was accompanied by a corresponding increase in value, going from $6,302,000 to $13,985,000. Berkshire Hathaway Inc Del (BRK-B) also saw a share increase, although not quite as dramatic, going from 29,300 to 29,510. The value of the shares, however, increased from $7,824,000 to $9,115,000, representing a 16.5% increase.
In contrast to these gains, SPDR SER TR (FLRN) saw a decrease in both shares and value. Shares went from 328,020 to 285,709, and the value of those shares decreased from $9,939,000 to $8,682,000. This represents a 12.6% decrease in value. SSGA ACTIVE ETF TR (SRLN) also saw a slight decrease in shares and value, with shares going from 211,865 to 210,567, and the value of those shares decreasing from $8,659,000 to $8,612,000, representing a 0.5% decrease.
Other notable changes include APPLE INC (AAPL), which saw a decrease in shares from 66,825 to 65,375 and a decrease in value from $9,235,000 to $8,494,000, representing an 8% decrease in value. GRP), which saw a decrease in shares from 263,327 to 261,057 and a decrease in value from $9,453,000 to $8,090,000, representing a 14.4% decrease in value.
Looking at the big picture, it's clear that Harbor Advisory Corp/Ma/ made some significant moves in its holdings throughout Q3-Q4 of 2022. These moves represent a mix of new investments, divestitures, and adjustments to its overall portfolio.
For investors, it's essential to understand the factors driving these changes and the potential implications for their own portfolios. Factors such as changes in market conditions, geopolitical risks and industry factors can all play a role in an investment fund's decision-making process.
In conclusion, the data from Harbor Advisory Corp/Ma/ Q3-Q4 2022 holdings comparison provides valuable insight into the performance of various stocks and sectors. Whether you're an investor looking to re-evaluate your portfolio or simply interested in the world of finance, this information can serve as an essential tool for analyzing trends and making informed decisions.
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