Investing Insights: Almanack's Q3 2022 vs Q4 2022 13F Holdings Comparison

Almanack Investment Partners, LLC. recently released their Q3 2022 vs Q4 2022 13F holdings comparison. This report details the changes in the fund's holdings during the time period, including changes to the quantity of shares held, the value of those shares, and the percentage change in holdings. We've analyzed this report to provide you with key insights into Almanack's recent activity.

Introduction

Almanack Investment Partners, LLC. is a renowned investment fund that manages assets across various sectors including healthcare, technology, and finance. In their recent Q3 2022 vs Q4 2022 13F holdings comparison, they’ve disclosed changes in their portfolio, giving us key insights into their portfolio strategy.

Main Body

One notable change in Almanack's portfolio is their significant reduction in the shares held of EA Series Trust (GDMA). According to the report, Almanack sold 6,341,088 shares, reducing their holdings to 1,628,888 shares. The move represents an 81.2% change, indicating a shift in the fund's strategy away from this security.

The report also shows Almanack's increased holdings in several companies, including Verizon Communications Inc. (VZ), which saw a notable increase from 0 to 941,279 shares. Additionally, Almanack increased their holdings in Wisdomtree Tr (DLN) and Ishares Tr (EFA) by 1.4% and 52.5% respectively, reflecting confidence in their long-term prospects.

Another significant change in Almanack's portfolio was the 457.4% increase in their shares of Ishares Tr (IEF). The increase represents a shift in the fund's strategy towards increased exposure to the bond market, most likely reflecting concerns over the current volatility in the stock market.

On the other hand, Almanack decreased their holdings in several companies, such as Apple Inc (AAPL), Microsoft Corp. (MSFT), and Amazon.com Inc (AMZN), indicating a bearish sentiment towards the technology sector. These changes can be interpreted as a strategy to de-risk the fund's portfolio and hedge against market volatility.

Conclusion

Almanack's Q3 2022 vs Q4 2022 13F holdings comparison report reveals significant shifts in their investment strategy, with notable increases in holdings in some sectors, and decreases in others. The information provided can be useful for investors looking to follow the fund's strategy or looking for insights into the current market trends.