Investment Strategies of Wellesley Investment Partners: A Q2 2020 vs. Q3 2020 Review

Wellesley Investment Partners, LLC recently released its Q2 2020 vs. Q3 2020 13F holdings comparison. The report reveals the investment strategies of the company and the changes in holdings of various funds. In this blog post, we will analyze the report and provide insights into the investment strategies of Wellesley Investment Partners.

Introduction

Wellesley Investment Partners, LLC is a well-known asset management company that offers a range of investment strategies. In its Q2 2020 vs. Q3 2020 13F holdings comparison report, the company announces the latest changes in the holdings of different funds. The 13F report is filed by institutional investment managers, such as Wellesley, with the US Securities and Exchange Commission (SEC) every quarter. It provides public access to the investment holdings of these institutions.

Main Body

The report shows that the iShares S&P 500 ETF (IVV) was the top holding of Wellesley Investment Partners in both Q2 and Q3. The company increased its position in IVV by 1.8% during Q3. Similarly, the investment in iShares 7-10 Year Treasury Bond ETF (IEF) increased by 2.1% during the same period. At the end of Q3, Wellesley's top three holdings were IVV, IEF, and Vanguard Developed Markets ETF (VEA).

The report also reveals that the company made new investments in several companies during Q3. The most notable among them were Apple (AAPL) and Amazon (AMZN). Wellesley invested $2.5 million in Apple and $170,000 in Amazon during Q3. Among the existing holdings, the company increased its position in Schwab US Dividend Equity ETF (SCHD) by 7.8% and in Vanguard Emerging Markets ETF (VWO) by 8%.

On the other hand, the holdings of some companies were reduced or eliminated during Q3. The most significant divestment was from CVS Health Corporation (CVS) and Cisco Systems Inc (CSCO). Wellesley reduced its position in CVS by 22.9% and in CSCO by 23.2% during Q3. The report also shows a 29.5% reduction in the holding of Gilead Sciences Inc (GILD).

Conclusion

The Q2 2020 vs. Q3 2020 13F holdings comparison report of Wellesley Investment Partners provides valuable insights into the investment strategies of the company. The report shows that the company increased its position in some existing holdings, made new investments in companies like Apple and Amazon, and also reduced some holdings such as CVS, Cisco Systems, and Gilead Sciences. It will be interesting to see how these investment strategies, along with those of other institutions, affect the market in the coming months.