The Rise and Fall: A Closer Look at Sharkey, Howes & Javer Q4 2022 vs. Q1 2023 13F Holdings Comparison

Investing in the stock market is all about making the right decisions based on current and past market trends. While careful planning and research are necessary, one can never be completely sure of the aftermath. The Sharkey, Howes & Javer Q4 2022 vs. Q1 2023 13F Holdings Comparison provides an insight into the changing trends in holdings of some of the leading funds.

The period between Q4 2022 and Q1 2023 witnessed some interesting shifts in the holdings of various issuers. Some of the issuers experienced growth while others experienced a decline in their value. In this blog post, we aim to examine in detail the changes in the holdings of the Sharkey, Howes & Javer fund and what lessons we can glean from these changes.

In the fourth quarter of 2022, the Sharkey, Howes & Javer fund held a total of 47 positions with a total value of $441,169,000. By the end of the first quarter of 2023, the total number of positions held by the fund decreased to 46 with a total value of $430,538,000. These changes indicate a decrease of 2.40% in the total number of positions held by the fund and a decrease of 2.41% in the total value of the positions held.

One of the biggest gainers in this period was the IUSB issuer, an iShares fund, which experienced a growth of 23.4% in the number of shares held by the Sharkey, Howes & Javer fund. In Q4 2022, the Sharkey, Howes & Javer fund held 777,418 shares of IUSB at a value of $34,929,000. By Q1 2023, the fund had increased its holdings to 933,936 shares at a value of $43,101,000.

On the downside, the ESGU issuer, another iShares fund, experienced a decline of 36.3% in the number of shares held. In Q4 2022, the Sharkey, Howes & Javer fund held 614,136 shares of ESGU at a value of $52,048,000. By Q1 2023, the fund had decreased its holdings to 366,637 shares at a value of $33,162,000.

Another notable change in the holdings of the Sharkey, Howes & Javer fund was the increase in holdings of QUAL, an iShares fund, by a staggering 6,062.5%. In Q4 2022, the fund held 3,829 shares of QUAL valued at $436,000. By Q1 2023, the fund had increased its holdings to 216,743 shares at a value of $26,890,000.

Apart from the above-mentioned changes, the other issuers held by the Sharkey, Howes & Javer fund also experienced significant changes in their holdings. The increase and decrease in the number of shares held by the fund for each issuer are listed in the CSV above.

In conclusion, the Sharkey, Howes & Javer Q4 2022 vs. Q1 2023 13F Holdings Comparison shows that even the most well-planned investments can go awry. While some issuers experienced growth, others experienced a decline in their value. Investors must continuously monitor the market trends and be prepared to make changes in their investments based on these trends. One should emphasize diversification to spread the risk among different investment options. In this way, you can minimize the effects of losses on your overall investment portfolio.