Chatham Capital Group, Inc. Q3 2023 vs. Q4 2023 13F Holdings Comparison

The Chatham Capital Group, Inc. has released its latest report comparing the 13F holdings from Q3 2023 to Q4 2023. This report provides valuable insights into the changes in holdings of various funds during this period. Let's dive deeper into the details and analyze the significant shifts in the market.

Vanguard Index FDS - Embracing Growth:

The Vanguard Index FDS saw a substantial increase in shares, from 91,953 in Q3 to 109,157 in Q4, representing a growth of 33.9%. The value of these shares also experienced a boost, with an increase from $17,385,000 to $23,286,000. This surge highlights the fund's confidence in its investment strategies and positive market sentiment.

Apple Inc. - Steady and Consistent:

Apple Inc. witnessed a slight decrease in shares, from 86,713 in Q3 to 85,786 in Q4. However, the value of these shares showed a minor increase from $14,846,000 to $16,516,000. Despite the dip in shares, Apple Inc. remains a stable investment option, maintaining its position as a reliable tech giant in the market.

iShares Gold TR - Riding the Gold Rush:

The iShares Gold TR fund experienced a remarkable surge in both shares and value. From Q3 to Q4, the number of shares rose from 105,895 to a whopping 395,930, indicating a staggering increase of 317.1%. The value of these shares followed suit, with a significant jump from $3,705,000 to $15,453,000. This surge in gold holdings highlights the growing demand for safe-haven assets amid economic uncertainty.

NVIDIA Corporation - Slight Downturn:

NVIDIA Corporation witnessed a marginal decrease in shares, from 25,718 in Q3 to 25,262 in Q4. However, the value of these shares remained relatively stable, showing a slight decrease from $11,187,000 to $12,510,000. Despite the dip in shares, NVIDIA Corporation continues to be a prominent player in the tech industry, with a solid position in the market.

Microsoft Corp - Growth Continues:

Microsoft Corp saw a slight increase in shares, from 30,434 in Q3 to 30,761 in Q4, representing a steady growth of 20.4%. The value of these shares also experienced a rise, from $9,609,000 to $11,567,000. Microsoft Corp's continuous growth reflects its strong performance and steady market demand.

Vanguard Index FDS - Maintaining Stability:

The Vanguard Index FDS maintained its stability with almost identical shares in both quarters, at 51,829 in Q3 and 51,729 in Q4. The value of these shares also showed consistency, changing from $10,142,000 to $11,284,000. This consistency in holdings suggests that the fund believes in its current investment strategies and sees no need for significant adjustments.

Vanguard World FDS - Opting for Security:

The Vanguard World FDS remained steady with the same number of shares in both quarters, at 22,447. The value of these shares experienced a moderate increase from $9,313,000 to $10,864,000. This demonstrates the fund's confidence in the security and reliability of its investments.

Vanguard Malvern FDS - A Slight Dip:

The Vanguard Malvern FDS saw a decrease in shares, falling from 249,150 in Q3 to 221,930 in Q4. Similarly, the value of these shares experienced a decline, decreasing from $11,779,000 to $10,539,000. Although there was a dip in shares, the fund remains focused on maintaining a strong position in the market.

Vanguard Specialized Funds - Embracing Growth Opportunities:

The Vanguard Specialized Funds showed growth, with an increase in shares from 58,259 in Q3 to 61,385 in Q4, representing a growth of 15.6%. The value of these shares also experienced a rise, from $9,052,000 to $10,460,000. This growth indicates the fund's commitment to exploring and capitalizing on emerging investment opportunities.

J P Morgan Exchange Traded Fund - a Minor Decline:

The J P Morgan Exchange Traded Fund saw a slight decrease in shares, from 206,862 in Q3 to 192,122 in Q4. The value of these shares also experienced a decline, falling from $10,380,000 to $9,650,000. Despite the dip, the fund continues to adapt and navigate the changing market landscape.

This report provides valuable insights into the changes in holdings of various funds. Investors can utilize this information to make informed investment decisions aligned with their financial goals and risk appetite. It is crucial to remember that the market is dynamic, and these holdings may continue to evolve in the future. Stay tuned for more updates on the ever-changing investment landscape.

In conclusion, the Chatham Capital Group, Inc. Q3 2023 vs. Q4 2023 13F Holdings Comparison offers valuable insights into the market trends during this period. Investors can use this information to assess the performance of various funds and make informed decisions.