Symons Capital Management Inc Q2 2021 vs. Q3 2021 13F Holdings Comparison

As an investor, it's crucial to stay updated on the latest changes in the holdings of various funds. In this article, we'll be discussing the comparison between Symons Capital Management Inc's Q2 2021 and Q3 2021 13F holdings reports.

For those unaware, 13F filings are required by the Securities and Exchange Commission (SEC) of institutional investment managers with assets under management of $100 million or more. These filings show the manager's current holdings of equity securities, including stocks, options, and convertible debt.

Symons Capital Management Inc is a boutique research-oriented investment management firm that specializes in portfolio management for high net worth individuals, family offices, and institutional clients.

Now let's look at some of the notable changes in the holdings of Symons Capital Management Inc between Q2 2021 and Q3 2021.

LM Ericsson Telephone Company

Symons Capital Management Inc increased its holdings of LM Ericsson Telephone Company from 546,212 shares in Q2 to 663,237 shares in Q3, representing an 8.1% increase. The value of these shares also rose from $6,871,000 to $7,429,000.

Agnico Eagle Mines Ltd.

Symons Capital Management Inc decreased its holdings of Agnico Eagle Mines Ltd. from 149,544 shares in Q2 to 139,258 shares in Q3, representing a 20.1% decrease. The value of these shares also decreased from $9,040,000 to $7,221,000.

The Coca-Cola Company

Symons Capital Management Inc decreased its holdings of The Coca-Cola Company from 82,082 shares in Q2 to 76,403 shares in Q3, representing a 9.7% decrease. The value of these shares also decreased from $4,441,000 to $4,009,000.

Apple Inc.

Symons Capital Management Inc decreased its holdings of Apple Inc. from 47,259 shares in Q2 to 15,722 shares in Q3, representing a significant 65.6% decrease. The value of these shares also decreased from $6,473,000 to $2,225,000.

Pan American Silver Corp.

Symons Capital Management Inc decreased its holdings of Pan American Silver Corp. from 87,127 shares in Q2 to 81,168 shares in Q3, representing a 24.1% decrease. The value of these shares also decreased from $2,489,000 to $1,889,000.

SolarWinds Corp.

Symons Capital Management Inc did not have any shares of SolarWinds Corp. in Q2, but they acquired 93,997 shares in Q3, representing a significant increase in their portfolio. The value of these shares was $1,572,000.

In summary, Symons Capital Management Inc made some notable changes to its portfolio between Q2 2021 and Q3 2021, including increasing holdings of LM Ericsson Telephone Company and acquiring shares of SolarWinds Corp. However, they also decreased their holdings of Agnico Eagle Mines Ltd. and significantly reduced their holdings of Apple Inc. Investors should keep an eye on these changes and how they may impact the performance of Symons Capital Management Inc's portfolio.