Gemmer Asset Management's Q3 2023 vs. Q4 2023: A Comprehensive Analysis of 13F Holdings

Gemmer Asset Management LLC has released its latest 13F filings, revealing a comparison between their Q3 2023 and Q4 2023 holdings. These filings provide valuable insights into the changes made by the firm in their investments and shed light on emerging trends in the market. In this blog post, we will analyze the data and summarize the key takeaways from the report.

1. Schwab Strategic TR (SCHV)

Gemmer Asset Management increased its holdings in Schwab Strategic TR (SCHV) by 10.1% from Q3 2023 to Q4 2023. This increase reflects the firm's confidence in the company's strategic direction and potential for growth.

2. Vanguard BD Index FDS (BSV)

Gemmer Asset Management reduced its holdings in Vanguard BD Index FDS (BSV) by 5.4% during the same period. This decrease may indicate a shift in the firm's investment strategy or a reevaluation of the company's prospects.

3. Schwab Strategic TR (SCHF)

Gemmer Asset Management increased its holdings in Schwab Strategic TR (SCHF) by 11.1% from Q3 2023 to Q4 2023. This indicates the firm's positive outlook on the company's performance and potential in the market.

4. Schwab Strategic TR (FNDX)

Gemmer Asset Management increased its holdings in Schwab Strategic TR (FNDX) by 12.2% during the analyzed period. This suggests the firm's confidence in the company's ability to deliver strong returns.

5. Vanguard Tax-Managed FDS (VEA)

Gemmer Asset Management increased its holdings in Vanguard Tax-Managed FDS (VEA) by 15.9% from Q3 2023 to Q4 2023. This substantial increase indicates the firm's belief in the company's long-term growth prospects.

6. Schwab Strategic TR (SCHG)

Gemmer Asset Management slightly reduced its holdings in Schwab Strategic TR (SCHG) by 12.8% during the analyzed period. This minor decrease could signify a reallocation of resources within the firm's portfolio.

7. Schwab Strategic TR (SCHM)

Gemmer Asset Management increased its holdings in Schwab Strategic TR (SCHM) by 13% from Q3 2023 to Q4 2023. This indicates the firm's positive sentiment towards the company and its potential for future growth.

8. Schwab Strategic TR (SCHA)

Gemmer Asset Management significantly reduced its holdings in Schwab Strategic TR (SCHA) by 17.2% during the analyzed period. This decrease may reflect a change in the firm's investment strategy or a reevaluation of the company's performance.

9. SPDR SER TR (SPSB)

Gemmer Asset Management maintained a relatively stable position in SPDR SER TR (SPSB) with a marginal increase of 0.5% during the analyzed period.

10. EVI Inds Inc (EVI)

Gemmer Asset Management slightly reduced its holdings in EVI Inds Inc (EVI) by 4.4% from Q3 2023 to Q4 2023. This marginal decrease could indicate a cautious approach toward the company's performance.

These are just a few examples of the changes made by Gemmer Asset Management in their holdings. The complete 13F filings offer a comprehensive view of the firm's investment decisions and can provide valuable insights to investors. It is important to note that the analysis provided in this blog post is based solely on the disclosed data and does not constitute financial advice.

In conclusion, Gemmer Asset Management's Q3 2023 vs. Q4 2023 13F holdings comparison illustrates the firm's investment strategy and reveals interesting trends in the market. Investors can use this information to gain valuable insights and make well-informed decisions about their own portfolios.