&Partners Q3 2023 vs. Q4 2023 13F Holdings Comparison

Introduction:

In the world of finance, keeping track of the latest changes in fund holdings is crucial for investors. These changes provide valuable insights into the strategies of major funds and can help investors make informed decisions. In this article, we will compare the holdings of &Partners in Q3 2023 and Q4 2023, as revealed in their 13F filing. We will analyze the changes in holdings and discuss the implications for investors.

Analyzing the Changes:

1. ISHARES TR (IVV):

- Q3 2023 (SHARES): 9,424

- Q4 2023 (SHARES): 38,980

- Q3 2023 VALUE ($000): 4,046

- Q4 2023 VALUE ($000): 19,115

- Chg %: 372.3

The holdings of IVV, an exchange-traded fund (ETF), increased significantly in Q4 2023 compared to Q3 2023. This substantial increase in shares and value indicates a bullish sentiment towards the underlying assets of the fund.

2. VANGUARD INDEX FDS (VV):

- Q3 2023 (SHARES): 0

- Q4 2023 (SHARES): 77,350

- Q3 2023 VALUE ($000): 0

- Q4 2023 VALUE ($000): 17,634

- Chg %: N/A

&Partners did not hold any shares of VV in Q3 2023, but in Q4 2023, they acquired a significant number of shares. This suggests that &Partners has confidence in the performance of VV and its underlying index.

3. ISHARES TR (IWB):

- Q3 2023 (SHARES): 0

- Q4 2023 (SHARES): 61,074

- Q3 2023 VALUE ($000): 0

- Q4 2023 VALUE ($000): 15,980

- Chg %: N/A

&Partners also increased their holdings of IWB, another ETF, in Q4 2023. This signals their belief in the potential growth of the assets tracked by IWB.

4. APPLE INC (AAPL):

- Q3 2023 (SHARES): 58,316

- Q4 2023 (SHARES): 82,596

- Q3 2023 VALUE ($000): 9,984

- Q4 2023 VALUE ($000): 15,676

- Chg %: 57

&Partners significantly increased their holdings of AAPL in Q4 2023. This indicates a positive outlook on the tech giant and reflects their confidence in the company's future prospects.

5. ISHARES TR (IJH):

- Q3 2023 (SHARES): 55,380

- Q4 2023 (SHARES): 46,608

- Q3 2023 VALUE ($000): 13,814

- Q4 2023 VALUE ($000): 13,088

- Chg %: -5.3

&Partners reduced their holdings of IJH in Q4 2023. This decrease could be due to various reasons, including a shift in investment strategy or profit-taking.

Implications for Investors:

The changes in &Partners' holdings provide valuable insights for investors. The significant increase in holdings of IVV and VV suggests a positive outlook on the underlying assets of these funds. This may indicate that &Partners believes in the potential for growth in the broad market or specific sectors represented by these funds.

Furthermore, the increased holdings of AAPL highlight &Partners' confidence in the tech giant. This could be driven by factors such as Apple's strong financial performance, product innovation, or positive industry trends. Investors looking to align their portfolios with a bullish outlook on Apple may consider increasing their holdings as well.

On the other hand, the reduced holdings of IJH may indicate a bearish sentiment or a reallocation of assets within &Partners' portfolio. Investors should closely monitor changes like these to understand the potential implications for their own investments.

Conclusion:

Analyzing the changes in &Partners' holdings between Q3 2023 and Q4 2023 provides valuable insights for investors. The significant increases in holdings of IVV, VV, and AAPL reflect a positive outlook on their underlying assets. Conversely, the reduced holdings of IJH indicate a potential shift in strategy. Understanding these changes can help investors make informed decisions and align their portfolios with the market sentiment.