Investment firm, Relative Value Partners Group, LLC, Q4 2022 vs. Q1 2023 Holdings Analysis
Ava Hoppe | 12 May, 2023
Over the last quarter, Relative Value Partners Group, LLC has made some interesting moves in their 13F holdings. As we compare the Q4 2022 and Q1 2023 data, we can see significant shifts in the number of shared held, their values, and the percentage changes. While some holdings have remained steady, others have seen a dramatic increase or decrease.
One notable shift in the holdings is the increase in iShares' IVV. The Q1 2023 data shows a 19.4% increase in shares held, with a value of $54,996 compared to $46,079 in Q4 2022. Another iShares' holding, IEF, has also seen a significant jump of 5.6% in shares held, with a value of $53,144 in Q1 2023 compared to $50,338 in Q4 2022.
Moving forward, the investment company also seems to have developed an interest in Janus Detroit Str Tr's JAAA, as their shares held in the company saw an impressive 5533.2% increase, with a value of $25,609 in Q1 2023 compared to a mere $454 in Q4 2022.
That said, other holdings saw a decrease in shares held and value. For instance, Vanguard Index FDS' VTV saw a negligible 0% decrease in shares held, with a Q1 2023 value of $84,038, compared to $84,072 in Q4 2022. Another significant decrease was in the holdings of Tri-Continental (TY), with a 21.6% reduction in shares held. The value also decreased from $8,668 in Q4 2022 to $6,799 in Q1 2023.
In conclusion, Relative Value Partners Group, LLC's Q4 2022 vs. Q1 2023 13F holdings comparison shows a balance of new investments and trimming-back of previous ones. As the investment firm continues to develop its portfolio strategy, it will be exciting to see how these developments come to fruition.
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