Anderson Hoagland & Co Q2 2023 vs. Q3 2023 13F Holdings Comparison

The second and third quarters of 2023 have witnessed some interesting changes in the holdings of Anderson Hoagland & Co, a prominent investment firm. In this article, we will explore the shifts in their portfolio, analyzing the companies that have seen an increase or decrease in holdings.

WISDOMTREE TR (USFR)

- Q2 2023 (SHARES): 1,202,789

- Q3 2023 (SHARES): 1,086,941

- Q2 2023 VALUE ($000): 60,524

- Q3 2023 VALUE ($000): 54,694

- Chg %: -9.6

One notable change in Anderson Hoagland & Co's holdings is the decrease in shares of WISDOMTREE TR (USFR) by 9.6%. This shift reflects a reduction in their investment in this particular company.

MICROSOFT CORP (MSFT)

- Q2 2023 (SHARES): 124,803

- Q3 2023 (SHARES): 124,859

- Q2 2023 VALUE ($000): 42,500

- Q3 2023 VALUE ($000): 39,424

- Chg %: -7.2

Another significant change is observed in the holdings of MICROSOFT CORP (MSFT), where there is a slight decrease of 7.2% in the number of shares held by Anderson Hoagland & Co. This change indicates a more cautious approach towards this technology giant.

VANGUARD INTL EQUITY INDEX F (VWO)

- Q2 2023 (SHARES): 971,476

- Q3 2023 (SHARES): 840,263

- Q2 2023 VALUE ($000): 39,519

- Q3 2023 VALUE ($000): 32,946

- Chg %: -16.6

VANGUARD INTL EQUITY INDEX F (VWO) has also experienced a significant decrease in holdings by Anderson Hoagland & Co, with a decline of 16.6%. This change suggests a shift in their investment strategy within the international equity market.

ISHARES TR (IWM)

- Q2 2023 (SHARES): 179,915

- Q3 2023 (SHARES): 180,185

- Q2 2023 VALUE ($000): 33,692

- Q3 2023 VALUE ($000): 31,845

- Chg %: -5.5

On the other hand, there has been a marginal increase of 0.15% in the holdings of ISHARES TR (IWM). Although the increase is minimal, it still shows Anderson Hoagland & Co's confidence in this investment.

APPLE INC (AAPL)

- Q2 2023 (SHARES): 172,808

- Q3 2023 (SHARES): 179,193

- Q2 2023 VALUE ($000): 33,505

- Q3 2023 VALUE ($000): 30,679

- Chg %: -8.4

In the case of APPLE INC (AAPL), there has been a slight decrease in holdings by 8.4%. This change could be attributed to various market factors or a reassessment of their investment strategy.

These examples represent just a fraction of the companies in Anderson Hoagland & Co's portfolio. The changes in holdings reflect the dynamic nature of the investment landscape, where firms continually reevaluate their positions based on market conditions and their investment objectives.

It is essential to bear in mind that the information provided in this article is based on public records and the latest available data. The holdings of investment firms like Anderson Hoagland & Co can change rapidly within short periods. Therefore, it is advisable for investors and other market participants to perform their due diligence and consult with financial advisors before making any investment decisions.

In conclusion, the second and third quarters of 2023 have witnessed notable shifts in the holdings of Anderson Hoagland & Co. The changes in their portfolio signify their assessment of various companies and the broader market. Investment firms like Anderson Hoagland & Co continuously monitor and adjust their holdings to adapt to the ever-changing investment landscape.