A Look into Sicart Associates LLC Q4 2022 vs. Q1 2023 Fund Holdings

As the year continues, it’s important to keep an eye on changes to fund holdings. Sicart Associates LLC recently released their 13F holdings comparison between Q4 2022 and Q1 2023. In this report, we’ll explore some of the key changes and what they may mean for investors.

Firstly, SPDR GOLD TR (GLD) saw a significant decrease in shares, down 6.6% from Q4 2022 to Q1 2023. Similarly, ALBEMARLE CORP (ALB) dropped by 13.5% and BUNGE LIMITED (BG) by 14.7%. While declines may raise concerns for some investors, it’s important to consider the overall context of each company’s financial situation.

In contrast to these declines, some companies saw an increase in shares. For example, META PLATFORMS INC (META) saw an impressive 67.2% increase in shares from Q4 2022 to Q1 2023. Meanwhile, AIRBNB INC (ABNB) saw a 49.8% increase and VANGUARD STAR FDS (VXUS) rose by 28.2%. These increases may indicate optimism surrounding these companies in the market.

Other companies experienced more moderate changes in shares, such as the slight decrease seen in shares of COCA COLA CO (KO) down by 15%, and JOHNSON & JOHNSON (JNJ) down by 54.8%. It’s important for investors to consider these changes in context and look at the overall financial outlook for each company.

In terms of sectors, the technology industry saw some notable changes in fund holdings. For instance, APPLE INC (AAPL) decreased by 6.5% in shares, while both BLOCK INC (SQ) and ROBLOX CORP (RBLX) saw no shares held in Q4 2022 and grew to 3930 and 4930 shares held, respectively. Looking outside of tech, ENERGY and PHARMACEUTICAL companies saw declines in shares held while METALS AND MINING grew by 15.2%.

In conclusion, several companies saw significant changes in fund holdings between Q4 2022 and Q1 2023. While some may raise concerns for investors, it’s important to consider the overall financial situation of each company before making any decisions. Additionally, the changes in holdings between the different sectors highlight potential shifts in market trends and investor sentiment.