Analyzing James Investment Research Inc 13F Holdings Q4 2022 vs. Q1 2023: Which Companies Saw the Most Growth?

Investment research firms such as James Investment Research Inc publish their 13F disclosures every quarter, revealing the changes in their holdings. This is beneficial for investors as it gives them insight into which companies are being invested in and which companies are being sold.

As we compare the Q4 2022 to Q1 2023 13F holdings of James Investment Research Inc, we can see which companies saw the most growth and which ones saw a decline. This information is valuable for investors as they can track the trends in the market and make informed investment decisions.

One of the companies that saw significant growth in James Investment Research Inc's holdings is Microsoft Corporation (MSFT). The number of shares increased from 100,339 to 96,950, representing a 16.2% increase. The value of the shares also increased from $24,063,000 to $27,950,000. The tech giant's dominance in the industry and its strong financial performance may have been factors in James Investment Research Inc's decision to increase its holdings.

Another company that saw growth is Alphabet Inc (GOOGL). The number of shares increased from 185,876 to 181,306, representing a 14.7% increase. The value of the shares also increased from $16,400,000 to $18,806,000. Despite various regulatory challenges, Alphabet Inc's continued innovation and financial performance could have played a role in James Investment Research Inc's decision to invest in the company.

On the other hand, companies such as UnitedHealth Group Inc (UNH) and McDonald's Corp (MCD) saw a decline in James Investment Research Inc's holdings. UnitedHealth Group Inc's number of shares increased from 30,028 to 30,230, however, the value of the shares decreased from $15,920,000 to $14,286,000. McDonald's Corp had a significant decline in the number of shares, decreasing from 52,531 to 46,564, representing a 6% decrease. The value of the shares also decreased from $13,844,000 to $13,020,000. While these companies remain strong performers, they may not have met the investment firm's expectations, leading to a decrease in their holdings.

In conclusion, analyzing James Investment Research Inc's 13F holdings can provide valuable insights into which companies are seeing growth and which companies are not meeting expectations. As it is crucial to constantly track market trends, keeping a close eye on these holdings and making informed investment decisions can lead to potential success in the market.