Anderson Hoagland & Co Q1 2023 vs. Q2 2023 13F Holdings Comparison

In the world of finance, 13F filings are an important tool for understanding the holdings of institutional investors. These filings, submitted by investment managers, provide valuable insights into their investment strategies and portfolio changes. In this article, we will compare the Q1 2023 and Q2 2023 13F holdings of Anderson Hoagland & Co, a prominent investment firm. We will analyze the changes in their holdings and discuss the potential implications for investors.

One of the notable changes in Anderson Hoagland & Co's portfolio is the significant increase in their holdings of WisdomTree TR (USFR). In Q1 2023, they did not hold any shares of this company, but in Q2 2023, their holdings jumped to an impressive 1,202,789 shares, with a value of $60,524,000. This suggests that Anderson Hoagland & Co sees potential in WisdomTree TR and believes that it could be a lucrative investment.

Another interesting change in their portfolio is their increased investment in Microsoft Corp (MSFT). While the percentage change is relatively small at 20.4%, it is worth noting that Anderson Hoagland & Co added 2,320 shares of Microsoft Corp to their holdings, bringing their total to 124,803 shares. This indicates that they have confidence in the future prospects of the company.

On the other hand, there were some decreases in holdings for Anderson Hoagland & Co. One notable example is their reduced investment in Vanguard Intl Equity Index F (VWO). Their holdings in this company declined by 1.2%, with a decrease of 18,659 shares. Despite this reduction, the value of their holdings in VWO remained relatively stable at $39,519,000.

Another significant decrease in their holdings can be seen in Amazon.com Inc (AMZN). Anderson Hoagland & Co reduced their holdings in the e-commerce giant by 26.1%. While the percentage change is significant, it is important to consider the scale of their original investment. They still hold a substantial number of shares in Amazon, with a total of 182,814 shares valued at $23,831,000.

It is also worth mentioning the increases in holdings for other companies such as Apple Inc (AAPL), Visa Inc (V), and JPMorgan Chase & Co (JPM). These companies saw increases in both the number of shares held and the value of those holdings. This suggests that Anderson Hoagland & Co has a positive outlook on these companies and expects them to perform well in the future.

Overall, the changes in holdings for Anderson Hoagland & Co from Q1 2023 to Q2 2023 present an interesting picture. While they made some reductions in certain holdings, they also significantly increased their investments in other companies. These changes could indicate a shift in their investment strategy or a response to changing market conditions.

For individual investors, analyzing 13F filings can be a useful tool for gaining insights into the strategies of top investment firms. However, it is important to conduct further research and consider other factors before making investment decisions. It is also worth noting that 13F filings are submitted on a quarterly basis, so the information provided might not represent the current holdings of a firm.

In conclusion, Anderson Hoagland & Co's Q1 2023 and Q2 2023 13F filings reveal interesting changes in their holdings. While some investments were reduced, others were increased, suggesting a dynamic and thoughtful approach to portfolio management. As always, individual investors should do their due diligence and consider multiple factors before making any investment decisions.