Investment firm, Relative Value Partners Group, LLC, Q4 2022 vs. Q1 2023 Holdings Analysis
Ava Hoppe | 12 May, 2023
Over the last quarter, Relative Value Partners Group, LLC has made some interesting moves in their 13F holdings. As we compare the Q4 2022 and Q1 2023 data, we can see significant shifts in the number of shared held, their values, and the percentage changes. While some holdings have remained steady, others have seen a dramatic increase or decrease.
One notable shift in the holdings is the increase in iShares' IVV. The Q1 2023 data shows a 19.4% increase in shares held, with a value of $54,996 compared to $46,079 in Q4 2022. Another iShares' holding, IEF, has also seen a significant jump of 5.6% in shares held, with a value of $53,144 in Q1 2023 compared to $50,338 in Q4 2022.
Moving forward, the investment company also seems to have developed an interest in Janus Detroit Str Tr's JAAA, as their shares held in the company saw an impressive 5533.2% increase, with a value of $25,609 in Q1 2023 compared to a mere $454 in Q4 2022.
That said, other holdings saw a decrease in shares held and value. For instance, Vanguard Index FDS' VTV saw a negligible 0% decrease in shares held, with a Q1 2023 value of $84,038, compared to $84,072 in Q4 2022. Another significant decrease was in the holdings of Tri-Continental (TY), with a 21.6% reduction in shares held. The value also decreased from $8,668 in Q4 2022 to $6,799 in Q1 2023.
In conclusion, Relative Value Partners Group, LLC's Q4 2022 vs. Q1 2023 13F holdings comparison shows a balance of new investments and trimming-back of previous ones. As the investment firm continues to develop its portfolio strategy, it will be exciting to see how these developments come to fruition.
Word count: 306
Other Posts
- Trust Investment Advisors Q3 2022 vs. Q4 2022 13F Holdings Comparison
- Stonehearth Capital Management, LLC Q2 2023 vs. Q3 2023 13F Holdings Comparison
- Mason Capital Management LLC Q3 2022 vs. Q4 2022 13F Holdings Comparison
- How Callan Capital, LLC is Adjusting its Investment Portfolio Across Different Sectors
- McNally Capital Drives Growth and Innovation with Appointment of Lou Rassey as Co-CEO and Managing Partner
- Patton Albertson Miller Group, LLC Q2 2023 vs. Q3 2023 13F Holdings Comparison
- Hennessy Advisors Inc Q1 2023 vs. Q2 2023 13F Holdings Comparison
- Combining Forces and Forming Futures: Carlisle's Crafty Catch of MTL Holdings
- Stearns Financial Services Group Q2 2020 vs. Q3 2020 13F Holdings Comparison
- An Analysis of Bridgewater Associates' Q3 2022 vs. Q4 2022 13F Holdings: A Dive Into Share Changes