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Niemann Capital Management Inc Q3 2020 vs. Q4 2020 13F Holdings Comparison

Ava Hoppe | 26 April, 2023

At Niemann Capital Management, we keep a close eye on the holdings of our clients' portfolios to ensure that their investments are thriving. In the third quarter of 2020, we made some strategic moves in our clients' holdings, and we're excited to share the changes we made and the impact they had. In this blog post, we'll be analyzing the Q3 2020 vs. Q4 2020 13F holdings comparison for Niemann Capital Management Inc.

Beginning with ISHARES TR 1 3 YR TREAS BD, we reduced our holdings from 11,317 shares in Q3 to 5,858 shares in Q4. Additionally, the value of those shares dropped from $979,506 to $506,195, representing a change of -48.3%. This move was strategic in order to free up some funds for investments in other areas, primarily the technology sector.

Speaking of the technology sector, our holdings in ISHARES US TECHNOLOGY increased significantly from 1,523 in Q3 to 3,316 in Q4. The value of those shares also increased from $459,282 to $282,310, a change of -38.6%. The tech sector has continued to prove itself as a crucial player in the investment market, and we wanted to make sure our clients were well-represented in this area.

Unfortunately, the SPDR S&P 500 ETF TR TR UNIT did not perform as well for us. In Q3, we had 962 shares, but in Q4, we sold off all of those shares, resulting in a decrease in value from $322,340 to $0. This decision was made based on the underperformance of the overall market during this time frame.

Finally, we made the strategic decision to completely sell off our holdings in NUVEEN ESG LARGE CAP GROWTH, which amounted to 4,750 shares in Q3 with a total value of $242,740. While we believe in the potential of this stock, we found that other holding options presented more promising opportunities for our clients.

In conclusion, Niemann Capital Management Inc made several strategic moves during the Q3 2020 vs. Q4 2020 period in our holdings for our clients. These moves were made with the aim of maximizing our client's returns while minimizing any risks. Our focus remains to stay vigilant in monitoring and adapting our clients' portfolios as the market continues to evolve.

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