Analyzing Stephens Investment Management Group LLC's Q3 & Q4 2022 13F Holdings Comparison

Stephens Investment Management Group LLC Q3 2022 vs. Q4 2022 13F Holdings Comparison

In the world of investment, staying ahead of developments and understanding how they can impact your portfolio is crucial. One way to do this is to track the changes in holdings of a fund, and this is precisely what we will do in this post. In particular, we will look at Stephens Investment Management Group LLC Q3 2022 vs. Q4 2022 13F Holdings Comparison using the data in the CSV provided.

To start, let's define some terms. 13F refers to the filing that institutional investment managers like Stephens Investment Management Group LLC submit to the Securities and Exchange Commission (SEC). The 13F filings are submitted quarterly and report the institutional investment manager's holdings of equity securities with aggregate fair market values of $100 million or more. The purpose of the 13F filings is to provide transparency into the positions of institutional investment managers, which can be helpful for individual investors in making their own investment decisions.

Now, let's take a look at the data. The CSV includes a list of holdings along with the number of shares held and the value of those shares for Q3 2022 and Q4 2022. The data is divided into columns; Sym, Issuer Name, Option Type, Q3 2022 (SHARES), Q4 2022 (SHARES), Q3 2022 VALUE ($000), Q4 2022 VALUE ($000), and Chg %.

Looking at the data, we can see that Stephens Investment Management Group LLC has made some changes in its holdings between Q3 2022 and Q4 2022.

One notable change is the increase in the number of shares held for FirstCash Holdings Inc (FCFS) from 1,164,392 to 1,159,877, and the value of those shares increased from $85,408,000 to $102,219,000. This represents a percentage change of 19.7%. This change could be an indication that Stephens Investment Management Group LLC has a bullish outlook for FirstCash Holdings Inc, and they believe it will perform well in the future.

Another notable change is the decrease in the number of shares held for Manhattan Associates Inc (MANH) from 814,963 to 817,305, and the value of those shares decreased from $108,415,000 to $99,425,000. This represents a percentage change of -8.3%. This change could be an indication that Stephens Investment Management Group LLC has a bearish outlook for Manhattan Associates Inc, and they believe it will underperform in the future.

Another change we can see is the increase in the number of shares held for Axon Enterprise Inc (AXON) from 597,921 to 594,943, and the value of those shares increased from $69,209,000 to $98,510,000. This represents a percentage change of 42.3%. This change could be an indication that Stephens Investment Management Group LLC has a bullish outlook for Axon Enterprise Inc, and they believe it will perform well in the future.

Another change that stands out is the decrease in the number of shares held for ResMed Inc (RMD) from 277,561 to 277,534, and the value of those shares decreased from $60,592,000 to $58,107,000. This represents a percentage change of -4.1%. This change could be an indication that Stephens Investment Management Group LLC has a bearish outlook for ResMed Inc, and they believe it will underperform in the future.

One of the most significant changes is the increase in the number of shares held for Kratos Defense & Security Solutions, Inc. (KTOS) from 2,786,909 to 3,940,085, and the value of those shares increased from $28,315,000 to $39,676,000. This represents a percentage change of 40.1%. This change could be an indication that Stephens Investment Management Group LLC has a bullish outlook for Kratos Defense & Security Solutions, Inc, and they believe it will perform well in the future.

In conclusion, the Stephens Investment Management Group LLC Q3 2022 vs. Q4 2022 13F Holdings Comparison shows that Stephens Investment Management Group LLC has made some significant changes in its holdings between Q3 2022 and Q4 2022. The changes provide insight into the fund manager's outlook and can be helpful for individual investors in making their own investment decisions. However, it's essential to remember that past performance is not a guarantee of future success, and investors should always do their own research before making investment decisions.