The Future is Here: Analyzing Weil Company Q3 2022 vs. Q4 2022 Fund Holdings

Weil Company's Q3 2022 vs. Q4 2022 13F holdings comparison reveals significant changes in the fund's holdings. In the third quarter, the fund's total value was $90,336, while it dropped to $85,151 in the fourth quarter, a decrease of 5.7%. This change can be attributed to different factors, including market volatility, macroeconomic conditions, and specific trends in the industry. In this blog post, we will analyze the fund's holdings, including the top-performing stocks, the worst-performing stocks, and the reasoning behind these changes.

Top-performing stocks

Among the companies that showed positive changes in the fund's holdings, United Therapeutics Corp Del (UTHR) takes the lead, with an outstanding 54.5% increase in the number of shares held. The reason behind this significant increase is the company's strong performance during this period. Another company that showed an impressive increase is VanEck ETF Trust (GDX) with a 30.5% increase in shares held. This increase is due to the rise in gold prices in Q4 2022.

Worst-performing stocks

On the other hand, some companies have shown a downtrend in the fund's holdings. CVS Health Corp (CVS) leads with a -34.5% decrease in the number of shares held. This decrease can be attributed to the company's poor performance in Q4 2022. Another company that struggled is Disney Walt Co (DIS), with a -31.4% decrease in shares held, reflecting the impact of the pandemic on the entertainment industry.

Reasoning behind these changes

Aside from the performance of the individual companies, we can also look at broader macroeconomic trends to explain the changes in the fund's holdings. For instance, the 269.2% increase in iShares TR (AGG) shares can be attributed to the low-interest-rate environment, which leads to increased demand for bonds. Similarly, the 385.6% increase in SPDR S&P 500 ETF TR (SPY) shares can be linked to the overall market trend during this period, where many companies posted strong earnings reports and showed high shareholder returns.

Conclusion

Overall, Weil Company's Q3 2022 vs. Q4 2022 13F holdings comparison shows interesting changes in the fund's holdings. While some companies performed exceptionally well, others struggled, reflecting the volatility of the market, shifting macroeconomic conditions, and individual company performance. As always, investors should keep a close eye on these trends to make informed decisions and achieve their investment goals.