Analyzing LS Investment Advisors, LLC Q4 2022 vs. Q1 2023 13F Holdings Comparison: The Ups and Downs of Investing

As an investor, keeping track of holdings is crucial to understanding the market’s trends and potential risks. LS Investment Advisors, LLC recently released their 13F Holdings Comparison for Q4 2022 vs. Q1 2023, which sheds light on the fund’s recent moves. We analyzed the data to provide insights into the changes in the fund’s holdings.

Introduction:

The LS Investment Advisors, LLC Q4 2022 vs. Q1 2023 13F Holdings Comparison reveals some significant shifts in the fund’s investments over the past few months. While some of these shifts may be indicative of market trends, others may indicate a change in the fund’s investment strategy. Understanding these changes is critical for investors who want to make informed decisions about their investments.

Main Body:

One of the most notable changes in LS Investment Advisors' portfolio is the significant increase in holdings of NextEra Energy Inc. The fund purchased 83,809 shares of the utility company, an increase of more than 800%, representing a value of $7,072, up from $831 in Q4 2022. The sole acquisition of NextEra could be seen as a bet on the growth of the renewable energy sector.

Another interesting shift is the significant reduction in Home Depot Inc. holdings. The fund sold 8,597 shares of the retail giant, representing a value of $4,055 in Q1 2023 compared to $23,118 in Q4 2022. This move could be indicative of the fund’s belief that the retail sector may decline in the coming months.

Similarly, LS Investment Advisors reduced its holdings in Bank of America Corp. The fund sold 12,685 shares, decreasing its holdings by 4.4%, representing a decrease in value from $10,335 in Q4 2022 to $8,562 in Q1 2023. The reduction in holdings may indicate a belief that financial institutions will struggle to grow in the near future.

On the other hand, LS Investment Advisors increased its holdings in Alphabet Inc. by purchasing 5,849 additional shares, representing an increase of 10%, and a value of $7,436 in Q1 2023 up from $7,459 in Q4 2022. This move may indicate a belief in the long-term growth of the tech giant.

Conclusion:

LS Investment Advisors, LLC Q4 2022 vs. Q1 2023 13F Holdings Comparison highlights some significant changes in the fund's portfolio. While some changes may merely reflect market trends, others may indicate a shift in the fund's strategies. Careful analysis of these changes can provide insight into market trends and potential investment opportunities. Investors should carefully assess these changes before making any investment decisions.