Comparing Savant Capital's Q3 2022 to Q4 2022: Analyzing 13F Holdings Changes

In the world of finance, investors are always looking for ways to maximize their profits while minimizing the risks associated with investing. One strategy that many investors employ is to track the holdings of successful funds in order to gain insights into the market and make informed investment decisions. In this blog post, we will analyze the changes in holdings of the Savant Capital, LLC fund between Q3 2022 and Q4 2022.

As shown in the table above, Savant Capital made significant changes to its holdings during this period. We will take a closer look at some of the most notable changes and discuss their potential implications for investors.

Notable Holdings Changes

One of the most significant changes in holdings was Savant Capital's increase in shares of the American Centy ETF TR (AVEM) from 36,251 to 8,934,526, representing an increase of 24,607%. This change also resulted in an increase in the value of the shares held from $1.67 million to $446.34 million. It is clear that Savant Capital saw great potential in this ETF and decided to capitalize on it.

Another dramatic change was the increase in shares of the Dimensional ETF Trust (DFUV) from 8,779,173 to 9,452,905, representing an increase of 7.6%. The value of these shares also increased from $259.95 million to $311.09 million, which represents an increase of 19.7%. This indicates that Savant Capital believes that the assets held by DFUV have a high potential for appreciation.

In addition to these increases, Savant Capital also made several decreases in its holdings. For example, the fund reduced its holdings of the Ishares Inc (IEMG) by 79.9%, from 4,952,148 shares to 939,316 shares. This reduction resulted in a decrease in the value of the shares held from $212.84 million to $42.74 million, which represents a significant loss for the fund.

Other significant decreases include the holdings of the Wisdomtree Tr (AGGY), which decreased by 87.2%, and the SPDR Ser Tr (SPAB), which decreased by 226.8%. These decreases indicate that Savant Capital may have lost faith in these assets or may have simply found better investment opportunities elsewhere.

Implications for Investors

The changes in Savant Capital's holdings provide valuable insights into the fund's investment strategy and may also offer guidance to other investors. By analyzing the changes, investors may be able to discover assets with high potential for appreciation or avoid assets that have decreased in value.

However, it is important to note that the changes made by Savant Capital may not be suitable for all investors. Investors should always conduct their own research and stay up-to-date with market trends before making any investment decisions.

Conclusion

In conclusion, analyzing the changes in Savant Capital's Q3 and Q4 13F holdings provides valuable insights into the fund's investment strategy and may guide other investors in making informed investment decisions. While some changes may suggest high potential for appreciation, others may indicate losses for the fund. Investors should always conduct their own research and consult with a financial advisor before making any investment decisions.