1834 Investment Advisors Co Q4 2022 vs. Q1 2023 13F Holdings Comparison

In the world of finance, hedge funds and institutional investors are required to submit quarterly filings of their equity holdings in Securities and Exchange Commission (SEC) Form 13F. While the information presented in these filings is delayed, it provides essential insights into the investment strategies and activities of some of the world's most prominent financial institutions.

One such investor is 1834 Investment Advisors Co, and its latest 13F holdings comparison for Q4 2022 and Q1 2023 provides valuable data points to examine. The report shows 1834 Investment Advisors Co holding positions in 50 equities in Q1 2023, and a total portfolio value of $252,615,000, compared to 51 equities in Q4 2022 with a total portfolio value of $255,863,000.

The following are some of the key highlights of 1834 Investment Advisors Co's Q4 2022 vs. Q1 2023 13F holdings comparison.

Top performers:

1. SHV: iShares Short Treasury Bond ETF has seen an increase of 1765.9% in the number of shares held by 1834 Investment Advisors Co. The value of these shares has also gone up by 1765.9% from $929 thousand in Q4 2022 to $17,338 thousand in Q1 2023.

2. ABBV: AbbVie Inc has seen a rise of 161.7% in the number of shares held by 1834 Investment Advisors Co. The value of these shares has gone up by 161.7% from $2,658 thousand in Q4 2022 to $6,956 thousand in Q1 2023.

3. AAPL: Apple Inc. has seen an increase of 44.1% in the number of shares held by 1834 Investment Advisors Co. The value of these shares has also gone up by 44.1% from $19,692 thousand in Q4 2022 to $28,378 thousand in Q1 2023.

Top losers:

1. PFE: Pfizer Inc has seen a decrease of 25.4% in the number of shares held by 1834 Investment Advisors Co. The value of these shares has declined by 25.4% from $8,212 thousand in Q4 2022 to $6,128 thousand in Q1 2023.

2. XOM: Exxon Mobil Corp has seen a decrease of 18.8% in the number of shares held by 1834 Investment Advisors Co. The value of these shares has also gone down by 18.8% from $12,885 thousand in Q4 2022 to $10,462 thousand in Q1 2023.

3. CVX: Chevron Corp New has seen a decrease of 5.2% in the value of shares held by 1834 Investment Advisors Co. The number of shares held has gone up by 15.7% from 52,694 in Q4 2022 to 60,980 in Q1 2023.

The report also shows that 1834 Investment Advisors Co has a diverse range of holdings across various sectors, including technology, healthcare, energy, and consumer goods. Vanguard Scottsdale FDS, iShares TR, and ISHARES TR were some of the most significant holdings in the company's portfolio.

In conclusion, analyzing 13F filings is a valuable exercise for investors and analysts to understand the trends and strategies employed by institutional investors. While these holdings are subject to change in the coming quarters, the comparison of Q4 2022 vs. Q1 2023 holdings provides insights into the investment approach and performance of 1834 Investment Advisors Co.