Conning Inc. Q1 2023 vs. Q2 2023 13F Holdings Comparison

Conning Inc. Releases Latest 13F Holdings Report: Q1 2023 vs. Q2 2023 Conning Inc., a leading investment management firm, recently released its latest 13F holdings report for Q1 2023 vs. Q2 2023. This report provides insights into the changes in holdings for various companies and funds during this period. Let's take a closer look at some of the notable changes.

1. SPDR S&P 500 ETF TR (SPY):
   • Q1 2023 Holdings: 173,597 shares
   • Q2 2023 Holdings: 174,205 shares
   • Change: +0.35% The holdings of SPDR S&P 500 ETF TR remained relatively stable during this period, with a slight increase of 0.35%. This ETF continues to be a popular choice among investors looking for exposure to the broad U.S. stock market.
2. ISHARES TR (IVV):
   • Q1 2023 Holdings: 155,251 shares
   • Q2 2023 Holdings: 121,004 shares
   • Change: -22.08% ISHARES TR experienced a significant decrease in holdings, with a decline of 22.08%. This decline could be attributed to various factors, such as changes in market conditions or the fund's specific investment strategy.
3. ISHARES TR (LQD):
   • Q1 2023 Holdings: 359,075 shares
   • Q2 2023 Holdings: 411,588 shares
   • Change: +14.63% On the other hand, ISHARES TR saw a notable increase in holdings, with a rise of 14.63%. The fund's investment in fixed-income securities, such as corporate bonds, might have contributed to this positive change.
4. CATERPILLAR INC (CAT):
   • Q1 2023 Holdings: 156,769 shares
   • Q2 2023 Holdings: 167,857 shares
   • Change: +7.07% CATERPILLAR INC also experienced a modest increase in holdings, with a change of 7.07%. This global manufacturer of construction and mining equipment seems to have attracted the attention of Conning Inc. during this period.
5. ISHARES TR (HYG):
   • Q1 2023 Holdings: 540,545 shares
   • Q2 2023 Holdings: 537,045 shares
   • Change: -0.65% The HYG fund, which focuses on high-yield corporate bonds, saw a marginal decrease in holdings, with a change of -0.65%. This small decline may reflect a cautious approach towards high-yield bond investments. These are just a few examples of the changes in holdings observed in Conning Inc.'s latest 13F report. The full report provides a comprehensive analysis of various companies and funds, showcasing the ever-evolving nature of the investment landscape. Please note that 13F filings are required by the U.S. Securities and Exchange Commission (SEC) and provide transparency regarding institutional investors' holdings and activities. These reports can be valuable resources for investors to gain insights into the investment strategies of prominent firms like Conning Inc. In conclusion, Conning Inc.'s Q1 2023 vs. Q2 2023 13F holdings comparison reveals both positive and negative changes in holdings for different companies and funds. This dynamic nature of the market highlights the importance of staying informed and adapting investment strategies accordingly. Disclaimer: The information provided in this article is for informational purposes only and should not be considered as financial advice.