Greenwood Diversifies Holdings
Greenwood Capital Actively Expands Diverse Holdings Across ETFs, Consumer, Tech Stocks in Q1
Anonymous
Key Points
1
UITB broad investor interest beyond Greenwood: Greenwood Capital Associates LLC increased its stake in VictoryShares Core Intermediate Bond ETF (UITB) by 21.8% to 164,372 shares in Q1, while several other hedge funds also expanded UITB exposure, including Orion Portfolio Solutions LLC to 700,609 shares worth about $32.98 million (after adding 686,954 shares); Sanctuary Advisors LLC to 304,355 shares valued at about $14.41 million (after a 287,090-share increase); and new positions opened by Greenup Street Wealth Management LLC ($21.01 million), Blue Water Asset Management ($19.60 million) and Crusonia Wealth Advisors LLC ($16.36 million).
2
LW institutional activity: Greenwood boosted its Lamb Weston stake by 43.1% to 42,106 shares, but other large investors also added to LW, with Capital Research Global Investors now owning about 2,150,000 shares and Arnhold LLC at 38,217 shares, reflecting high institutional ownership (about 89.56%).
3
ARM Holdings: Greenwood Capital Associates LLC opened a new 13,759-share stake in ARM Holdings PLC Sponsored ADR, valued at roughly $2.08 million; insider activity also featured notable sales by ARM executives, including CAO Laura Kathleen Bartels selling 11,306 shares on June 2 (average $392.70) and Charlotte Claire Eaton selling 4,000 shares on May 21 (average $282.77).
4
Estee Lauder Companies: Greenwood increased its stake by 48.7% to 73,462 shares, valued at about $5.27 million; EL also featured stock-specific details in the period, including the stock opening at $81.84 and a dividend payment that was made on June 15.
Greenwood Capital Associates LLC made sweeping changes to its portfolio in the first quarter, expanding stakes in bond ETFs, consumer brands, and tech while trimming some industrial exposure. The South Carolina-based firm boosted its position in the VictoryShares Core Intermediate Bond ETF (UITB) by 21.8%, reaching 164,372 shares valued at about $7.7 million, according to Ticker Report.
The firm also opened a brand-new stake in ARM Holdings PLC worth roughly $2.08 million and lifted its Estee Lauder position by nearly 49%. At the same time, it cut its Deere & Company stake by 22.8%, ending the quarter with 8,986 shares worth about $5.06 million, per Ticker Report.
UITB Draws a Crowd of Institutional Buyers
Greenwood was far from alone in loading up on UITB during Q1. Orion Portfolio Solutions LLC grew its stake to 700,609 shares worth about $32.98 million after adding 686,954 shares. Sanctuary Advisors LLC added 287,090 shares to reach 304,355 shares valued at $14.41 million. Three firms — Greenup Street Wealth Management, Blue Water Asset Management, and Crusonia Wealth Advisors — each opened fresh positions worth $21.01 million, $19.60 million, and $16.36 million, respectively.
The flood of institutional money into UITB signals broad demand for intermediate-term, investment-grade bonds. That appetite makes sense. Many investors sought shelter in bonds during a volatile Q1 marked by economic uncertainty. Greenwood's 21.8% increase fits that broader trend.
Lamb Weston and Estee Lauder See Big Stake Jumps
Greenwood lifted its Lamb Weston (LW) stake by 43.1%, adding 12,678 shares to reach 42,106 total, valued at about $1.78 million. The frozen potato giant also attracted other big buyers. Capital Research Global Investors now holds roughly 2,150,000 shares, and Arnhold LLC owns 38,217 shares. Institutional investors collectively own about 89.56% of Lamb Weston, reflecting deep Wall Street conviction in the stock, according to Watchlist News.
Estee Lauder saw an even bigger bump from Greenwood — a 48.7% increase, adding 24,044 shares for a total position of 73,462 shares worth about $5.27 million. The stock opened at $81.84 during the period and paid a dividend on June 15. For a luxury beauty brand facing global headwinds, that level of institutional buying signals some investors see value at current prices.
ARM Holdings Gets a New Position Amid Insider Selling
Greenwood opened a fresh stake in ARM Holdings PLC Sponsored ADR — 13,759 shares worth about $2.08 million. The chipmaker has been one of the hottest names in tech. But insiders were selling. Chief Accounting Officer Laura Kathleen Bartels sold 11,306 shares on June 2 at an average price of $392.70. Charlotte Claire Eaton sold 4,000 shares on May 21 at an average of $282.77.
Insider sales do not always mean bad news — executives often sell shares for personal financial reasons. Still, the gap between Greenwood buying in and insiders cashing out is notable. ARM's stock price also varied sharply between those two insider sales, jumping from roughly $282 to $392 in less than two weeks.
Deere Stake Cut as Greenwood Trims Industrial Exposure
Not every move was a buy. Greenwood cut its Deere & Company (DE) holding by 22.8% in Q1, dropping to 8,986 shares valued at about $5.06 million, according to Ticker Report. Deere, which makes farm and construction equipment, has faced pressure from slowing agricultural spending and uncertain commodity prices. Greenwood's reduction suggests a deliberate shift away from heavy industrials.
Taken together, Greenwood's Q1 moves paint a clear picture. The firm leaned into bonds, consumer staples, beauty, and semiconductor IP. It pulled back from farm equipment. The portfolio reshuffling shows an active manager making deliberate bets on where the economy heads next.
Sentiment
Mostly PositiveNEGATIVENEUTRALPOSITIVE
Publishers
10
Articles
3
Reach
13
A
AnonymousAuthor
