1834 Investment Advisors Co Q3 2023 vs. Q4 2023 13F Holdings Comparison

Introduction:

The third and fourth quarters of 2023 have seen significant shifts in the holdings of 1834 Investment Advisors Co. In this article, we will explore the changes in holdings, comparing the values and percentages of these holdings during the two quarters. We will delve into the top-performing stocks, analyzing their performance and the factors influencing their gains or losses. Let's take a closer look at these interesting developments.

Holdings Comparison:

During Q3 2023, 1834 Investment Advisors Co held various stocks, with notable positions in companies such as Vanguard Scottsdale FDS, iShares TR, Apple Inc, Microsoft Corp, and many others. However, the holdings underwent significant changes in Q4 2023. Some stocks witnessed an increase in shares and value, while others experienced a decrease. Let's examine these changes in more detail.

Top Gainers:

1. Vanguard Scottsdale FDS (Ticker: VGSH):

- Q3 2023: 708,247 shares; $40,795,000 value.

- Q4 2023: 732,261 shares; $42,712,000 value.

- Change: 4.7% increase in shares and value.

2. iShares TR (Ticker: IVW):

- Q3 2023: 540,564 shares; $36,985,000 value.

- Q4 2023: 534,167 shares; $40,115,000 value.

- Change: 8.5% increase in shares and value.

3. iShares TR (Ticker: IVE):

- Q3 2023: 230,830 shares; $35,510,000 value.

- Q4 2023: 225,539 shares; $39,218,000 value.

- Change: 10.4% increase in shares and value.

4. Vanguard Scottsdale FDS (Ticker: VCSH):

- Q3 2023: 345,498 shares; $25,964,000 value.

- Q4 2023: 372,615 shares; $28,829,000 value.

- Change: 11% increase in shares and value.

5. Vanguard Scottsdale FDS (Ticker: VGIT):

- Q3 2023: 531,699 shares; $30,386,000 value.

- Q4 2023: 471,935 shares; $27,995,000 value.

- Change: 7.9% decrease in shares; 8.4% decrease in value.

Analysis:

The top-performing stocks in 1834 Investment Advisors Co's holdings during Q3 2023 and Q4 2023 displayed varying patterns of growth. Some stocks experienced significant gains, while others faced slight declines.

Vanguard Scottsdale FDS (Ticker: VGSH) witnessed a 4.7% increase in shares and value. This indicates a positive market sentiment around this investment, possibly influenced by the company's performance or external factors driving growth in the sector.

iShares TR (Tickers: IVW and IVE) also showed positive growth, with 8.5% and 10.4% increases in both shares and value, respectively. These gains might be attributed to the performance of the underlying assets within these funds and the market's response to their investment strategies.

Similarly, Vanguard Scottsdale FDS (Ticker: VCSH) experienced an 11% increase in shares and value, indicating confidence in the fund's investments during this period.

However, Vanguard Scottsdale FDS (Ticker: VGIT) witnessed a 7.9% decrease in shares and an 8.4% decrease in value. This decline could be influenced by various factors such as market volatility, shifts in interest rates, or changes in investor sentiment towards fixed-income securities.

Conclusion:

The comparison of 1834 Investment Advisors Co's Q3 2023 and Q4 2023 holdings reveals interesting insights into the changing landscape of their investment portfolio. While some stocks experienced significant gains, others faced slight declines. It is essential to analyze the factors driving these changes in order to make informed investment decisions in the future.

Please note that the information provided in this article is solely based on the available data and does not constitute financial advice. Investors should conduct thorough research and consult with a professional financial advisor before making any investment decisions.