Stelac Advisory Services LLC's Q3 vs. Q4 2022 13F Holdings: Notable Changes and Their Implications.

Stelac Advisory Services LLC Q3 2022 vs. Q4 2022 13F Holdings Comparison - Understanding the Changes

Investing in the stock market is often seen as a good way to grow wealth in the long term. However, it is important for investors to stay informed about the changes in the holdings of their investments. One way to do this is by analyzing 13F filings. In this blog post, we will be analyzing the third-quarter 2022 (Q3 2022) vs. fourth-quarter 2022 (Q4 2022) 13F holdings comparison of Stelac Advisory Services LLC.

Stelac Advisory Services LLC is an American investment firm that primarily invests in securities listed on US stock exchanges. The firm has over $6 billion in assets under management and is known for its long-term investment strategy. Let's analyze the changes in their holdings from Q3 2022 to Q4 2022.

Notable Changes in Holdings

The first change that caught our attention was their significant decrease of 4.1% in the shares of SPDR S&P 500 ETF TR (SPY) in Q4 2022. The decrease in shares of SPY is noteworthy as it is one of the most popular ETFs and tracks the performance of the S&P 500 Index.

The holdings of PROLOGIS INC. (PLD) increased by 11.1% in Q4 2022. PLD is a logistics and industrial real estate investment trust (REIT) that has been a favorite among investors. In the past, the REIT sector has been known to provide high yields, which may be why Stelac Advisory Services LLC has increased their holdings in PLD.

Another interesting change in holdings was the addition of BP PLC (BP) to their portfolio with 251,280 shares. BP is a multinational oil and gas company that has faced several lawsuits and controversies in recent years. However, with the increasing demand for oil and gas, Stelac Advisory Services LLC may have decided to take a position in BP.

One of the largest changes in holdings was for MICROSOFT CORP (MSFT), with their stakes falling by 2.7% in Q4 2022. Microsoft is one of the biggest tech companies in the world, and the decrease in holdings for this company may raise some concerns. It is important to note that the tech industry is known for its high volatility, and Stelac Advisory Services LLC might have decided to decrease their holdings to reduce the risk in their portfolio.

Changes in Value

In addition to the changes in shares, we can also observe the changes in value of their holdings. In Q4 2022, the value of their holdings in AMAZON COM INC (AMZN) fell significantly by 24.4%. Amazon has been facing competition from other e-commerce giants and regulatory scrutiny, which may have caused investors to panic.

On the other hand, the value of their holdings in SALESFORCE INC (CRM) increased by a massive 101.6% in Q4 2022. Salesforce is a cloud-based software company that has been growing rapidly in recent years, and the increasing value of their holdings may indicate confidence in the company's future performance.

Another interesting change in value was the increase of 66.3% in the holdings of ISHARES TR (TIP). TIP is a bond ETF that tracks the performance of Treasury Inflation Protected Securities. As inflation has been a growing concern in 2022, it is possible that Stelac Advisory Services LLC has increased their holdings in TIP as a hedge against inflation.

Conclusion

In conclusion, analyzing 13F filings can provide investors with a better understanding of the changes in holdings and value of their investments. In the case of Stelac Advisory Services LLC, we have observed a mix of positive and negative changes in their holdings. These changes may indicate a shift in their investment strategy or a response to the changing market conditions. It is important for investors to stay informed about the changes in their investments and make investment decisions accordingly.