Ironwood Investment Management LLC Q3 2022 vs Q4 2022 Analysis: Top Gainers and Losers

Ironwood Investment Management LLC, founded in 2007, is an independent investment advisory firm headquartered in Boston, Massachusetts. The firm manages around $15.9 billion in assets under management across various equity and fixed income strategies. Ironwood Investment Management LLC recently filed its 13F for the Q4 2022 reporting period with the SEC.

In this article, we will analyze the changes in holdings between Q3 2022 and Q4 2022, as disclosed in the 13F filing, to gain insights into the firm's portfolio and identify the top gainers and losers.

Top Gainers

1. EFA - Msci Eafe

The top gainer for Ironwood Investment Management LLC was Msci Eafe. The firm increased its holdings in EFA by 9,716 shares, which represents a 13.9% increase from the previous quarter. The total value of the holdings is $5,037,000.

2. VTI - Vanguard Total Stock Market ET

The second top gainer for Ironwood Investment Management LLC was Vanguard Total Stock Market ET. The firm increased its holdings in VTI by 1,200 shares, which represents a 4.6% increase from the previous quarter. The total value of the holdings is $5,274,000.

3. SMCI - Super Micro Computer, Inc

The third top gainer for Ironwood Investment Management LLC was Super Micro Computer, Inc. The firm increased its holdings in SMCI by 693 shares, which represents a 1.3% increase from the previous quarter. The total value of the holdings is $4,195,000.

Top Losers

1. VWO - Vanguard FTSE Emerging Markets

The top loser for Ironwood Investment Management LLC was Vanguard FTSE Emerging Markets. The firm decreased its holdings in VWO by 3,976 shares, which represents a 12.1% decrease from the previous quarter. The total value of the holdings is $1,438,000.

2. VICR - Vicor Corp

The second top loser for Ironwood Investment Management LLC was Vicor Corp. The firm decreased its holdings in VICR by 2,521 shares, which represents a 7% decrease from the previous quarter. The total value of the holdings is $1,816,000.

3. STKL - Sunopta Inc F

The third top loser for Ironwood Investment Management LLC was Sunopta Inc F. The firm decreased its holdings in STKL by 6,402 shares, which represents a 4.2% decrease from the previous quarter. The total value of the holdings is $1,239,000.

Conclusion

Ironwood Investment Management LLC made some strategic moves in Q4 2022, resulting in some top gainers and losers in its portfolio. The firm added to its Msci Eafe and Vanguard Total Stock Market ET holdings while reducing its exposure to Vanguard FTSE Emerging Markets, Vicor Corp, and Sunopta Inc F. These changes suggest that the firm is positioning itself to benefit from potential growth in the technology and international markets while reducing its exposure to some struggling sectors.