The Evolution of Resource Management, LLC Q3 2021 vs. Q4 2021: A Closer Look at Investment Strategies and Trends
Ava Hoppe | 6 May, 2023
Resource Management, LLC, a registered investment advisor firm, has recently filed its latest 13F report with the SEC, detailing the changes in their holdings of publicly traded securities from Q3 2021 to Q4 2021. This report is important to many investors, who use it as a tool to stay informed about the investment strategies and trends of fund managers.
Based on the 13F report, Resource Management, LLC's Q4 2021 holdings amounted to $4.47 billion, up from $3.87 billion in Q3 2021. The quarter-over-quarter change represents a solid 15.5% increase in value.
The report shows that Resource Management, LLC's top holdings in Q4 2021 were SPDR S&P 500 ETF (SPY), SPDR S&P Midcap 400 ETF (MDY), and SPDR S&P 600 Small Cap ETF (SLYV), which were also the top holdings in Q3 2021. The top 10 holdings accounted for 33.3% of the company's total portfolio.
Interestingly, Resource Management, LLC increased its holdings of Apple Inc. (AAPL) by 26%, making the tech giant its fifth-largest holding by value. The company also increased its position in Schwab US Dividend ETF (SCHD) by 24%, making it the sixth-largest holding.
Resource Management, LLC reduced its positions in some of its previously held stocks, including AT&T (T) and Royal Dutch Shell (RDS.A), which saw decreases in the number of shares held by 24.2% and 13.1% respectively.
The financial sector remained a significant area of investment for Resource Management, LLC, with holdings in Bank of America Corp (BAC), Vanguard Financials ETF (VFH), and Wells Fargo & Co (WFC), among others.
The energy sector also saw considerable activity in the company's portfolio, with Resource Management, LLC increasing its positions in Cenovus Energy Inc (CVE.TO) by 82.5% and reducing its positions in Exxon Mobil Corp (XOM) by 1.1%.
In terms of the style of investment, Resource Management, LLC showed a preference for large-cap companies, with holdings in the top 10 largest companies in the S&P 500 Index. Their portfolio also had exposure to small-cap stocks through the SPDR S&P 600 Small Cap ETF (SLYV) and the Vanguard Small Cap ETF (VB).
Overall, Resource Management, LLC's 13F report sheds light on the company's current investment strategies and offers insights into the trends and movements that are shaping the investment landscape. As always, investors are advised to conduct their own research and analysis before making any investment decisions.
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