Asset managers often increase holdings in successful stocks right before the end of the fiscal quarter to make it appear as though their positions did better than in actuality. Holding shares of a company near the end of the quarter gives the appearance that the asset manager reaped the gains of an appreciating share price throughout the entire quarter rather than just a few days. This also applies to decreasing holdings in unsuccessful stocks as well.
End of Quarter Window Dressing
The Content contained on this Website and/or in any audio webcast presentation and/or any communication related to any audio webcast presentation made on this Website does not constitute advice and you should not rely on any Content in any audio webcast presentation and/or any communication related to any audio webcast presentation made on this Website, to make (or refrain from making) any decision taken (or refrain from taking) any action, as it may not be suitable for you. Before making any investment decision, you should contact an independent financial advisor. Any recommendations for buying or selling any security and/or options are for informational purposes only. Please read our full disclaimer here.
You May Also Like
When in Doubt, Get Out
When in Doubt, Get Out
premarketwebJune 29, 2023
Don’t Frown, Average Down
Don’t Frown, Average Down
premarketwebJune 29, 2023
