Comparing Fund Evaluation Group's Q3 and Q4 2022 13F Holdings: Winners, Losers, and Surprises

Fund Evaluation Group, LLC (FEG) periodically publishes its quarterly 13F holdings list, which provides insights into the asset allocation and investment strategies of the firm. The Q3 and Q4 holdings list of 2022 have revealed interesting changes in the FEG's investment portfolio. We looked at the data and summarized the changes into winners, losers, and surprises.

Winners:

- iShares' SCHG and SCHH both saw an increase in shares held and value, indicating FEG's continued interest in these funds.

- Nushares ETF's NULV saw a 33.1% increase in shares held and a 33.3% increase in value, signaling FEG's positive outlook on the fund's performance.

- Global X's CATH also saw a modest increase in shares held and value, with a 6.4% increase in value.

Losers:

- iShares' AGG saw a significant decrease of 32% in shares held and value, indicating FEG's shifting asset allocation away from this fund.

- Additionally, iShares' EFA had a dramatic decrease in value (-99.7%), likely due to FEG selling off most of its shares.

Surprises:

- A surprise in the Q4 holdings list was Remitly Global Inc.'s RELY, which FEG owned 55,180 shares of in Q3, but sold off entirely in Q4.

- Another surprise is iShares' SCHO, which saw a dramatic decrease in value (-89.1%) and shares held, indicating FEG's loss of interest in the fund.

In conclusion, FEG's Q3 vs. Q4 2022 13F Holdings Comparison list highlights interesting changes in the firm's investment portfolio. Some funds have seen increased investment, while others have experienced significant reductions in shares held and value. Such changes in FEG's asset allocation may provide guidance to individual investors curious about such shifts in the market.