Alpine Woods Capital Investors, LLC Q4 2022 vs. Q1 2023 13F Holdings Comparison

Data-driven insights into Alpine Woods Capital Investors' Q4 2022 and Q1 2023 13F Holdings

Alpine Woods Capital Investors, LLC is a SEC-registered investment advisor that offers investment management services to institutional clients and high net worth individuals. As per the recent 13F filings, the investment firm has made some significant changes in its holdings from Q4 2022 to Q1 2023. In this blog post, we will explore and analyze the changes made by Alpine Woods Capital Investors, LLC, and provide data-driven insights into their portfolio.

One of the significant changes in Alpine Woods Capital Investors' portfolio is its position in Apple Inc (AAPL). The investment firm held 191,449 shares of Apple Inc in Q4 2022, which increased slightly to 191,455 shares in Q1 2023. However, the value of the holdings surged from $24,875,000 to $31,571,000, marking a significant increase of 26.9%. This gain is primarily due to the strong performance of Apple's stock, which saw a 23.72% increase in value during this period.

Another interesting change is the reduction of holdings in Wells Fargo Co New (WFC) and JPMorgan Chase & Co (JPM). Alpine Woods Capital Investors held 478,571 shares of WFC in Q4 2022, which decreased to 473,971 shares in Q1 2023, and the value fell from $19,760,000 to $17,717,000, reflecting a 10.3% decline. Similarly, the investment firm held 150,156 shares of JPM in Q4 2022, which decreased to 139,351 shares in Q1 2023, and the value declined from $20,136,000 to $18,159,000, marking a 9.8% decrease.

Moreover, Alpine Woods Capital Investors increased its position in Texas Instrs Inc (TXN) significantly, from 43,990 shares in Q4 2022 to 59,095 in Q1 2023. The value of the holdings increased from $7,268,000 to $10,992,000, reflecting a substantial increase of 51.2%. This is mainly due to the strong earnings report of Texas Instruments and strong demand for its products.

Additionally, the investment firm made significant changes in its positions in some of the largest tech companies, such as Google's parent company Alphabet Inc. (GOOG and GOOGL) and Microsoft Corp (MSFT). Alpine Woods Capital Investors increased its holdings in GOOG from 152,099 shares in Q4 2022 to 144,360 in Q1 2023, with the value of holdings increasing from $13,496,000 to $15,013,000, reflecting an 11.2% increase. Similarly, the investment firm increased its MSFT holdings from 47,352 shares to 47,127 shares, and the value increased from $11,356,000 to $13,587,000, marking a 19.6% increase.

On the other hand, Alpine Woods Capital Investors decreased its position in Aes Corp (AES) substantially, from 494,098 shares in Q4 2022 to 432,325 shares in Q1 2023. The value of the holdings reduced from $14,210,000 to $10,410,000, reflecting a decline of 26.7%. This reduction is primarily due to the underperformance of Aes Corp's stock, which saw a decline of 19.73% during this period.

In conclusion, Alpine Woods Capital Investors made some significant changes in its holdings from Q4 2022 to Q1 2023. While the investment firm reduced its positions in some prominent financial institutions, it increased its holdings in tech companies, reflecting a shift towards technology stocks. It is essential to note that the information provided in this blog is only a snapshot of the firm's holdings at a particular point in time. It is subject to change, and readers are advised to conduct their research before making any investment decisions.