Investment Management Analysis: Kendall Capital Management Q3 vs Q4 2022

Kendall Capital Management is a renowned investment management company that seeks to provide investment guidance to its clients. The company recently released its Q3 2022 and Q4 2022 13-F holdings, marking a significant change in its holdings. In this article, we will analyze the company's Q3 vs Q4 2022 holdings and provide insights into the top changes that occurred.

VSE Corporation (VSEC)

VSE Corporation (VSEC) was among the top companies that Kendall Capital Management invested in. The company is a leading provider of supply chain and maintenance, repair, and overhaul (MRO) services to government, aerospace, and defense markets. In Q3 2022, Kendall Capital Management held 140,239 shares of VSEC, amounting to $4,964,000 in value. In Q4 2022, the company maintained this investment, holding the same number of shares at $6,574,000 in value. This represents an increase of 32.4%.

Omnicom Group Incorporated (OMC)

Kendall Capital Management also invested significantly in Omnicom Group Incorporated (OMC), a global marketing and corporate communications company. In Q3 2022, the company held 72,617 shares of OMC valued at $4,581,000. However, in Q4 2022, the company reduced its investment, holding 70,622 shares valued at $5,761,000. This marks a 25.8% increase in the company's investment.

JPMorgan Ultra Short Income ETF (JPST)

JPMorgan Ultra Short Income ETF (JPST) is a low-risk investment asset that seeks to provide current income and capital preservation. In Q3 2022, Kendall Capital Management held 164,922 shares of JPST valued at $8,272,000. In Q4 2022, the company reduced its investment, holding 160,694 shares valued at $8,056,000. This represents a decrease of 2.6%.

iShares Russell 2500 ETF (SMMD)

Kendall Capital Management invested significantly in the iShares Russell 2500 ETF (SMMD), which seeks to track the performance of the Russell 2500 Index. In Q3 2022, the company held 78,826 shares valued at $3,922,000. However, in Q4 2022, the company significantly increased this investment, holding 105,987 shares valued at $5,632,000. This represents an increase of 43.6%.

Abbvie Inc (ABBV)

Abbvie Inc (ABBV) is a research-based biopharmaceutical company engaged in the development of therapeutics and pharmaceuticals. In Q3 2022, Kendall Capital Management held 32,109 shares of ABBV valued at $4,309,000. However, in Q4 2022, the company reduced its investment, holding 31,162 shares valued at $5,036,000. This represents a decrease of 16.9%.

Conclusion

Kendall Capital Management's recent 13F filings revealed significant changes in the company's holdings. The company's investment in VSE Corporation significantly increased, while its investment in JPMorgan Ultra Short Income ETF decreased. The company's investment in iShares Russell 2500 ETF significantly increased, while its investment in Abbvie Inc decreased. Investors interested in these companies should consult an investment advisor for personalized investment guidance.