Analyzing Cedar Capital's Q3 2021 Portfolio Shift: Winners, Losers, and Surprises

As the third quarter of 2021 winds to a close, financial experts are keeping a close eye on the holdings of many investment funds. Cedar Capital, LLC is no exception to this rule, and comparing their Q2 2021 and Q3 2021 13F holdings has yielded some interesting insights. In this blog post, we'll take a deeper look at Cedar Capital's portfolio shifts, with a focus on the biggest winners and losers, as well as identifying any unexpected surprises.

Introduction:

Cedar Capital, LLC's list of holdings has undergone some significant changes in the last three months, and investors are curious about what these shifts might mean for the future of the company. The Q2 vs. Q3 2021 13F holdings comparison reveals that Cedar Capital has reduced its overall portfolio by 7.22%, with many of its top holdings experiencing heavy selling. Meanwhile, some new positions have been added to the portfolio, while other securities have seen their positions either added or reduced. Let's unpack the changes, starting with the winners.

Winners:

One notable success for Cedar Capital is the SPDR Series Trust Brclys Agg ETF (SPAB), which experienced a 12.1% increase in share value within the Q3 period. The share prices of SPDR Blackstone/GSO ETF Senior Loan (SRLN) also saw growth, with a 10.7% increase, and SPDR BofA ML Crossover Corp Bd ETF (SPHY) experienced a 10.8% bump.

Losers:

On the other end of the spectrum, some of Cedar Capital's biggest losers in Q3 2021 include Ishares Tr 7-10yr Tr Bd ETF (IEF), which witnessed a 60.1% decrease in share value, and Vanguard Long-Term Treasury ETF (VGLT), which lost 60.7% of its value within the same period. Additionally, Ishares Inc Msci Germany ETF (EWG) saw a 76.5% decrease in share value, and Ishares Inc MSCI Austria ETF (EWA) experienced a complete sell-off, dropping to 0 shares.

Surprises:

As for surprises, the addition of some new, entirely absent securities to the portfolio raises eyebrows. Cedar Capital has added INNOVATOR ETFS TR S&P 500 BUFFER E (BDEC) and CROCS INC COM (CROX) to their holdings. However, these are relatively smaller positions in the portfolio, with each only accounting for approximately 1% each. Additionally, the protracted buying and selling of some securities, such as the 0 shares held in Ishares Tr Core S&P Mcp ETF (IJH) in Q2 and 9,813 shares added in Q3, raised questions among financial experts.

Conclusion:

While this is only a small glimpse at Cedar Capital LLC's overall portfolio, the Q2 vs. Q3 2021 13F holdings comparison offers investors valuable insights. There are top-performing securities and those that have fallen to the wayside, which can provide insight into the company's strategy and future plans. It is worth noting, however, that these are just snapshots from a single quarter, and things can change quickly in the economy. With that said, though, Cedar Capital LLC's holdings are certainly something to keep an eye on in the coming months.