LVZ, Inc. Q3 2023 vs. Q4 2023 13F Holdings Comparison

Introduction:

In the ever-changing world of finance, keeping track of investment holdings is crucial. It helps investors and fund managers make informed decisions about their portfolios. In this article, we will analyze the Q3 2023 and Q4 2023 13F holdings of LVZ, Inc., comparing the changes in holdings between the two quarters.

LVZ, Inc. Q3 2023 vs. Q4 2023 13F Holdings Comparison

LVZ, Inc., a leading investment firm, recently filed its Form 13F for the third and fourth quarters of 2023. The 13F form is a quarterly report filed by institutional investment managers with the Securities and Exchange Commission (SEC). It discloses their equity holdings, including stocks, options, and other securities.

We will examine the key changes in the holdings of LVZ, Inc. between Q3 2023 and Q4 2023 based on the data provided in the 13F filing. Let's dive into the analysis.

Key Holdings and Changes:

1. "ISHARES TR" (Ticker: IJH)

Q3 2023 Holdings: 483,808 shares

Q4 2023 Holdings: 490,610 shares

Q3 2023 Value: $120,637,000

Q4 2023 Value: $135,972,000

Change Percentage: 12.7%

LVZ, Inc. increased its holdings in "ISHARES TR" (IJH) by 6,802 shares between Q3 2023 and Q4 2023. The value of these holdings also saw a significant increase of 12.7%, indicating a positive outlook on this particular investment.

2. "ISHARES TR" (Ticker: IVW)

Q3 2023 Holdings: 1,105,700 shares

Q4 2023 Holdings: 1,078,681 shares

Q3 2023 Value: $75,651,000

Q4 2023 Value: $81,008,000

Change Percentage: 7.1%

LVZ, Inc. slightly reduced its holdings in "ISHARES TR" (IVW) by 27,019 shares during the Q3 to Q4 transition. However, the value of these holdings still increased by 7.1%, indicating a positive sentiment towards this investment.

3. "ISHARES TR" (Ticker: IVE)

Q3 2023 Holdings: 458,002 shares

Q4 2023 Holdings: 450,993 shares

Q3 2023 Value: $70,459,000

Q4 2023 Value: $78,423,000

Change Percentage: 11.3%

LVZ, Inc. slightly reduced its holdings in "ISHARES TR" (IVE) by 7,009 shares between the third and fourth quarters of 2023. However, the value of these holdings increased by 11.3%, suggesting a positive outlook on this investment.

4. "ISHARES TR" (Ticker: IJR)

Q3 2023 Holdings: 666,471 shares

Q4 2023 Holdings: 688,132 shares

Q3 2023 Value: $62,868,000

Q4 2023 Value: $74,490,000

Change Percentage: 18.5%

LVZ, Inc. significantly increased its holdings in "ISHARES TR" (IJR) by 21,661 shares, representing an 18.5% increase. This investment saw substantial growth in value between Q3 and Q4 2023, indicating confidence in its performance.

5. "DIMENSIONAL ETF TRUST" (Ticker: DFAI)

Q3 2023 Holdings: 1,861,886 shares

Q4 2023 Holdings: 1,853,946 shares

Q3 2023 Value: $48,613,000

Q4 2023 Value: $53,097,000

Change Percentage: 9.2%

LVZ, Inc. slightly reduced its holdings in "DIMENSIONAL ETF TRUST" (DFAI) by 7,940 shares during the transition from Q3 to Q4 2023. However, the value of these holdings increased by 9.2%, indicating a positive sentiment towards this investment.

Conclusion:

The Q3 2023 and Q4 2023 13F holdings comparison of LVZ, Inc. reveals interesting trends in their investment portfolio. While some holdings saw minor adjustments, others experienced significant increases in both quantity and value.

It's important to note that these changes reflect the investment decisions of LVZ, Inc. based on their assessment of market conditions and individual stock performance. Investors should conduct thorough research and analysis before making any investment decisions.

As we move forward, it will be interesting to track the performance of these holdings and how LVZ, Inc. adjusts its portfolio in response to changing market dynamics. Stay tuned for more updates and insights into the world of investment and finance.