Analyzing Zevin Asset Management's Q3 2022 Vs. Q4 2022 Investment Portfolio Changes

Zevin Asset Management LLC, a pioneer in sustainable and responsible investing, recently filed its Q4 2022 13F report, which discloses the firm's equity holdings as of December 31, 2022. In this article, we analyze the investment portfolio changes made by the firm between Q3 2022 and Q4 2022, based on a comparison of the holdings in the two quarters. We take a closer look at the top stock picks, insightful trends, and significant additions and eliminations to the portfolio.

Zevin Asset Management's Top Stock Picks

Zevin Asset Management's top holdings for Q4 2022 include Automatic Data Processing (ADP), Visa (V), and Analog Devices (ADI). ADP, a provider of human resource management software and services, retained its top position in the portfolio, with 97,779 shares, down slightly from 102,838 shares in Q3 2022. Visa, on the other hand, held on to its second position with 110,643 shares, down from 112,969 shares in the previous quarter. Analog Devices also maintained its third-place ranking, with 113,271 shares compared to 112,815 shares at the end of Q3 2022.

Insightful Trends: Linde Emerges as a Significant Holding

One of the significant trend changes in Zevin Asset Management's Q4 2022 holdings is the emergence of Linde (LIN) as a significant holding. The industrial gases and engineering company's shares increased from 48,263 in Q3 2022 to 48,453 in Q4 2022. However, the value of the shares exploded by 21.5%, rising from $13,011,000 to $15,804,000. This increase could be explained by the importance of the industrial sector in enabling a sustainable and responsible investment strategy.

Significant Additions and Eliminations: The Rise and Fall of Certain Holdings

During Q4 2022, Zevin Asset Management added several new stocks, such as Keyence (KYCCF) and Croda, while dumping PayPal (PYPL) and the ETF S P D R S&p 500 Etf Tr Expirin (SPY). Keyence Holdings increased by 14.8%, with 20,820 shares, while the industrial materials company Croda made its entry appearance with 43,727 shares. On the other hand, PayPal shares fell by 31% from 83,794 shares to 57,660 shares, while the ETF S P D R S&p 500 Etf Tr Expirin was eliminated, and its shares sold off entirely.

Conclusion

Zevin Asset Management's Q4 2022 13F report provides insight into how the firm continually rebalances its equity portfolio. By evaluating the portfolio changes between Q3 2022 and Q4 2022, investors can gain insight into the firm's investment themes, fundamental outlook, and risk management strategies. Despite the changes, the firm remained true to its sustainable and responsible investing approach, which is sure to be welcomed by its socially-minded clients.