Tracking Edgbaston Investment Partners LLP Q2 and Q3 2021 holdings: Decline in their holdings of KT Corp and POSCO

In the world of finance, tracking the holdings of investment firms is a crucial exercise for investors who are looking to make informed investment decisions. One of the firms that investors pay close attention to is Edgbaston Investment Partners LLP. In this blog post, we'll be looking at the changes in holdings of this fund as reported in their Q2 and Q3 2021 13F filings.

According to the filings, Edgbaston Investment Partners LLP held 1,452,015 shares of KT Corp in Q2 2021. However, this figure declined by 17.3% to 1,229,815 shares in Q3 2021. In terms of value, the Q2 2021 holdings were valued at $20,256,000, while the Q3 2021 holdings were valued at $16,750,000. This represents a decrease of 17.3% in shares held and 17.3% in value.

KT Corp is a South Korean telecommunications company that specializes in services like wired/wireless telephony, wireless internet, and IPTV. The decline in Edgbaston Investment Partners LLP's holdings could be attributed to various factors, including changes in the company's financial performance or an adjustment in the fund's investment strategy.

The second holding we'll look at is POSCO. In both Q2 and Q3 2021, Edgbaston Investment Partners LLP held 51,967 shares of the company. However, the value of their holdings declined from $3,990,000 in Q2 to $3,584,000 in Q3. This represents a decrease of 10.2%.

POSCO is a South Korean steel-making company that specializes in manufacturing various types of steel products. The reason for the decline in the value of Edgbaston Investment Partners LLP's holdings in POSCO is unclear, but it could be due to fluctuations in the steel industry or a shift in the fund's investment strategy.

Overall, the changes in Edgbaston Investment Partners LLP's holdings of KT Corp and POSCO suggest that the fund is making some adjustments to its portfolio. It's worth noting that changes in holdings like these are not necessarily a reflection of the performance of the companies involved but could instead be due to various external factors.

Investors who are interested in tracking the holdings of investment firms like Edgbaston Investment Partners LLP can do so by reviewing their 13F filings. These filings, which are submitted to the Securities and Exchange Commission (SEC) every quarter, provide a detailed breakdown of the firm's holdings.

In conclusion, the Q2 and Q3 2021 13F filings of Edgbaston Investment Partners LLP show a decline in their holdings of KT Corp and POSCO. While we can only speculate on the reasons for these changes, it's clear that the fund is making some adjustments to its investment portfolio. Investors who are interested in making informed investment decisions should continue to track the holdings of this and other investment firms.