Sterling Investment Management, LLC Q2 2023 vs. Q3 2023: A Comparison of 13F Holdings

Sterling Investment Management, LLC, a leading investment firm, has recently released its 13F holdings report for the second and third quarters of 2023. This report provides valuable insights into the changes in holdings of various funds managed by Sterling Investment Management.

Let's take a closer look at some of the key changes in holdings during this period:

1. VANGUARD SHORT-TERM TREASURY ETF (VGSH):

- Q2 2023 (SHARES): 306,529

- Q3 2023 (SHARES): 277,173

- Chg %: -9.8

The holdings of VGSH decreased by 9.8% from the second quarter to the third quarter of 2023. This indicates a reduction in the investment in short-term treasury ETFs.

2. BERKSHIRE HATHAWAY INC DEL CL B NEW (BRK-B):

- Q2 2023 (SHARES): 33,373

- Q3 2023 (SHARES): 25,212

- Chg %: -22.4

The holdings of BRK-B also witnessed a significant decrease of 22.4% during the same period. This may reflect a change in investment strategy or market conditions.

3. SPDR GOLD SHARES (GLD):

- Q2 2023 (SHARES): 41,952

- Q3 2023 (SHARES): 40,850

- Chg %: -6.4

GLD, a popular gold ETF, experienced a moderate decline of 6.4% in its holdings. This could be attributed to market fluctuations or adjustments made by Sterling Investment Management.

4. SPDR BLOOMBERG 1-3 MONTH T-BILL ETF (BIL):

- Q2 2023 (SHARES): 68,405

- Q3 2023 (SHARES): 63,573

- Chg %: -7.1

BIL, another short-term treasury ETF, saw a decrease of 7.1% in its holdings. This shift indicates a possible reallocation of assets within the portfolio.

These are just a few examples of the changes observed in Sterling Investment Management's 13F holdings. The complete report shines a light on the shifting dynamics of their portfolio and provides valuable insights for investors.

It's important to note that 13F filings are required by the Securities and Exchange Commission (SEC) for investment managers who manage more than $100 million in assets. These filings provide transparency and allow the public to monitor the holdings of institutional investors.

In conclusion, Sterling Investment Management's Q2 2023 vs. Q3 2023 13F holdings comparison reveals interesting changes in their investment positions. The fluctuations in holdings demonstrate the firm's active management approach and the constant pursuit of optimal portfolio allocation. Investors can utilize this information to make informed decisions and gain insight into the ever-evolving investment landscape.

Please note that the data provided in this article is solely for informational purposes and should not be considered as financial advice. Investing involves risks, and it is always recommended to consult with a professional financial advisor before making any investment decisions.

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