Analyzing Lee Financial Co's Q3 and Q4 2022 13F Holdings: Changes, Trends, and Insights

The Lee Financial Co Q3 2022 vs. Q4 2022 13F Holdings Comparison CSV” summarizes the changes in holdings of the Lee Financial Co during Q3 and Q4 2022. The report provides an overview of the shares, value, and percentage change of holdings of the Lee Financial Co during the two quarters. In this blog post, we will analyze and interpret the data presented in the CSV.

The CSV highlights that during Q4 2022, Lee Financial Co increased their holdings in 17 companies, decreased holdings in 11 companies, and did not hold any shares in one company. Out of the companies in which the Lee Financial Co increased their holdings, the most significant percentage change was seen in Steris, PLC, where the number of shares increased from 59 to 4,395, and the value increased from 10 to 811 with a staggering growth of 8,017.1%. Additionally, the CSV shows that Lee Financial Co closed its position in Invesco QQQ TR, where they did not hold any shares in Q3 2022 but held 25,146 shares in Q4 2022.

Moving on to the individual holdings, we can see that the top five holdings of Lee Financial Co in Q4 2022 were FNDX, FNDF, IJH, EMLP, and IVV. The CSV reports that Lee Financial Co decreased their holdings in FNDX and FNDF by 10.1% and 5.3%, respectively, during Q4 2022. The total value of these holdings was $39,986, showing a decrease of $2,344 from Q3 2022. This decrease in holdings could be attributed to the volatility of the market during the given period. Moreover, the CSV shows that Lee Financial Co increased their holdings in IJH and EMLP by 12.5% and 8.3%, respectively, during Q4 2022. The total value of these holdings was $120,179, showing an increase of $6,352 from Q3 2022. These changes could be due to the thought process of the portfolio manager or fund manager, who might have expected a higher return on investment from these holding companies.

Furthermore, the CSV reports that Lee Financial Co had significant exposure to the technology sector, with holdings in AAPL, MSFT, and CSCO. However, the CSV shows that Lee Financial Co decreased their holdings in AAPL during Q4 2022, showing a decline of 6.4% from Q3 2022. The total value of these holdings was $15,014, showing a decrease of $1,023 from Q3 2022. On the other hand, Lee Financial Co increased their holdings in MSFT by 3.5% during Q4 2022, and the total value of these holdings was $6,100, showing an increase of $208 from Q3 2022. Additionally, Lee Financial Co increased their holdings in CSCO by 21% during Q4 2022, and the total value of these holdings was $1,384, showing an increase of $240 from Q3 2022.

Moreover, the CSV also shows that Lee Financial Co had holdings in companies such as BRK-B, SHY, GLD, and UNH, where the percentage change in holdings in Q4 2022 was significant. For example, Lee Financial Co increased their holdings in BRK-B by 18%, and the total value of these holdings was $30,222, showing an increase of $4,609 from Q3 2022. Similarly, Lee Financial Co decreased their holdings in SHY by 3.8%, and the total value of these holdings was $24,878, showing a decrease of $995 from Q3 202.

Finally, the CSV also highlights the holdings of Lee Financial Co in Canadian Natural Resources Limited (CNQ.TO), which showed an increase in holdings from Q3 2022 to Q4 2022. The CSV reports that Lee Financial Co increased their holdings in CNQ.TO by 21.1% during Q4 2022. The total value of these holdings was $2,412, showing an increase of $419 from Q3 2022. This increase in holdings could be due to the fact that CNQ.TO is a Canadian oil company that is trading at a relatively low price and has the potential to yield high returns.

In conclusion, the CSV “Lee Financial Co Q3 2022 vs. Q4 2022 13F Holdings Comparison” provides valuable insights into the changes in holdings of the Lee Financial Co during Q3 and Q4 2022. The CSV shows that Lee Financial Co decreased its holdings in some companies and increased its holdings in other companies. These changes may reflect the fund managers' expectations of future returns or their responses to market trends. The CSV provides a useful tool for investors interested in monitoring the performance of the Lee Financial Co and identifying investment opportunities.