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The Rise and Fall of Q4 2022 Fund Holders: A Look at Lgl Partners' 13F Holdings

Ava Hoppe | 2 May, 2023

2022 has been a turbulent year for the stock market, but no one could have predicted the sudden fluctuations and changes in holdings that occurred during Q3 and Q4. Lgl Partners, LLC is one of the latest funds to experience unprecedented shifts in its 13F holdings. This article will take a closer look at the changes in holdings for some of the top issuers in Lgl Partners' portfolio during this period.

VTV - Vanguard Index FDS

VTV held steady during the Q3 to Q4 transition, with only a 14.5% increase in value and a marginal increase in shares held. It is worth noting, however, that VTV is one of the largest holdings in Lgl Partners' portfolio.

SCHB - Schwab Strategic TR

SCHB saw a modest increase in the number of shares held, along with a 7.2% increase in value. This is impressive given the overall volatility of the stock market during this period.

IWV - iShares TR

IWV also saw a minor uptick in shares held and value, with a 7.1% increase in value and a 0.5% increase in shares held. This is another great achievement given the unpredictable nature of the current market.


SPY experienced one of the most significant changes in holdings, with a 17.7% increase in value and a significant increase in shares held. This is likely due to SPY being one of the most widely held ETFs during this period.

VEA - Vanguard Tax-Managed FDS

VEA is another interesting case, with a massive increase in shares held during Q4. This resulted in a significant increase in value, with a gain of over 1,300% in value between Q3 and Q4.

QQQ - Invesco QQQ TR

QQQ saw a massive increase in shares held, resulting in a massive 627% increase in value. This is noteworthy, as QQQ was one of the biggest gainers during this period.

AAPL - Apple Inc

On the other side of the spectrum, AAPL experienced a significant loss during Q4, with a drop of 18.2% in value and a loss of almost 5,000 shares held. This was not uncommon among tech issuers during this period.

Ultimately, the changes in holdings for Lgl Partners, LLC's 13F holdings during Q3 and Q4 illustrate just how unpredictable the current stock market can be. Despite some fluctuations, however, many issuers held steady or saw modest gains during this period, which is a testament to their stability and resilience.

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