Symmetry Partners, LLC Q2 2023 vs. Q3 2023 13F Holdings Comparison

Investing in the stock market can be a lucrative venture, but it requires careful analysis and decision-making. For institutional investors, one way to get insight into their investment strategies is by examining their 13F filings. These filings, required by the Securities and Exchange Commission (SEC), provide a snapshot of a fund's holdings and can give valuable information to other investors.

In this article, we will be focusing on the Q2 2023 vs. Q3 2023 13F holdings comparison of Symmetry Partners, LLC. By analyzing the changes in their holdings, we can gain insights into their investment decisions and potentially uncover investment opportunities for ourselves.

Let's start by looking at some of the notable changes in Symmetry Partners, LLC's holdings.

Vanguard Total International Bond (BNDX)

- Q2 2023 (SHARES): 1,584,096

- Q3 2023 (SHARES): 1,674,224

- Q2 2023 VALUE ($000): 77

- Q3 2023 VALUE ($000): 80

- Chg %: 3.4

One of the significant changes in Symmetry Partners, LLC's portfolio is the increase in their holdings of Vanguard Total International Bond. They added 90,128 shares, representing a 3.4% increase in their position. This suggests that the fund has confidence in the performance of international bonds and sees potential for growth in this area.

iShares MSCI USA Momentum Factor (MTUM)

- Q2 2023 (SHARES): 367,325

- Q3 2023 (SHARES): 529,078

- Q2 2023 VALUE ($000): 52

- Q3 2023 VALUE ($000): 73

- Chg %: 39.5

Another notable change is the significant increase in holdings of iShares MSCI USA Momentum Factor. Symmetry Partners, LLC added 161,753 shares to their portfolio, reflecting a 39.5% increase. This indicates that the fund believes in the potential of companies with strong momentum and expects them to outperform the market.

Vanguard Value (VTV)

- Q2 2023 (SHARES): 345,064

- Q3 2023 (SHARES): 353,372

- Q2 2023 VALUE ($000): 49

- Q3 2023 VALUE ($000): 48

- Chg %: -0.6

On the other hand, Symmetry Partners, LLC made a minor adjustment to their holdings of Vanguard Value. They added 8,308 shares, representing a negligible 0.6% increase. This indicates that the fund's outlook on this particular stock did not change significantly during this period.

These are just a few examples of the changes in Symmetry Partners, LLC's holdings. By analyzing the data provided, investors can gain valuable insights into the fund's investment strategy.

It's important to note that 13F filings are made public 45 days after the end of each quarter, so the information presented here may not reflect the fund's current holdings. Nevertheless, these filings provide valuable guidance and can help investors make informed decisions.

In conclusion, the Q2 2023 vs. Q3 2023 13F holdings comparison of Symmetry Partners, LLC offers valuable insights into their investment decisions. By analyzing the changes in their positions, investors can gain insights and potentially identify investment opportunities for themselves. However, it's important to do further research and consider other factors before making any investment decisions.