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The Rise and Fall of Newfound Research LLC's Q2 2022 vs Q3 2022 13F Holdings

Ava Hoppe | 11 May, 2023

Investors are constantly trying to make sense of their holdings in different funds and comparing them between quarters is common practice. Newfound Research LLC's Q2 2022 and Q3 2022 13F holdings comparison shows significant changes in their portfolio. In this article, we will explore the companies that have experienced gains and losses, and what could have led to these changes.

Firstly, there are some notable losses in Newfound Research LLC's portfolio, such as iShares Inc (SHY), which saw a 33.6% decrease in shares between the two quarters. Similarly, SPDR S&P 500 ETF TR (SPY) experienced a 51.5% drop in shares. Other companies that saw significant reductions in shares included Vanguard Wellington FD (VFMO), iShares Tr (MTUM), J P Morgan Exchange-Traded F (JMOM), and Fidelity Covington Trust (FDMO). This decrease in shares in these companies could be due to various reasons, including market conditions, changing investor sentiment, or a shift in Newfound Research LLC's investment strategy.

On the other hand, there were some companies that experienced gains in the number of shares held by Newfound Research LLC. Chipotle Mexican Grill Inc (CMG) and Activision Blizzard Inc (ATVI) both saw a 68% and 68.4% increase in shares, respectively, between the two quarters. Waste Connections Inc (WCN), Procter and Gamble Co (PG), and Yum Brands Inc (YUM) also saw significant increases in shares, with a gain of 41%, 79%, and 22.5% respectively. These gains in shares could be due to various reasons such as a positive market outlook for the company, strong financial performance, or potential long-term profitability.

When comparing the value of holdings between the two quarters, there were also some significant changes. For example, Water Corp (WAT) saw a 33% decrease in value between the two quarters, while Waste Connections Inc (WCN) saw a 24.5% decrease in value. In contrast, Old Dominion Freight Line In (ODFL) and Procter and Gamble Co (PG) saw an increase in value of 1.2% and 58.3%, respectively. These changes in value could be due to various factors such as company performance, market trends, and investor sentiment.

In conclusion, Newfound Research LLC's Q2 2022 vs Q3 2022 13F holdings comparison shows significant changes in their portfolio. While some companies experienced losses in shares or value, others saw gains. It is essential to remember that various factors can influence these changes, and investors must consider them when making investment decisions.

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