Bell Rock Capital LLC Q2 2022 vs. Q3 2022: An Overview of Fund Holdings
Ava Hoppe | 14 May, 2023
As a professional blog writer, staying up-to-date with investment trends and market fluctuations is crucial. One tool to help investors stay informed is Form 13F, which must be filed by institutional investment managers who exercise discretion over $100 million or more in securities.
In this article, we will analyze the Q2 2022 and Q3 2022 13F holdings comparison for Bell Rock Capital LLC. We will explore the changes in holdings and the potential reasons behind them.
One of the most significant changes is in Apple Inc (AAPL). The Q2 2022 holdings of 5167 shares have increased by 1793.5% to 92625 shares in Q3 2022. This increase represents a significant change in value from $706,000 to $12,801,000. In terms of percentage change, this reflects an astounding 1713.2% increase.
Another stock that saw a considerable increase in holdings is Amazon.com Inc (AMZN). In Q2 2022, Bell Rock Capital LLC did not hold any shares in the company. However, in Q3 2022, they bought 38,060 shares valued at $4,301,000.
On the other hand, Microsoft Corp (MSFT) saw a 640.9% increase in Q3 2022 with 14,855 shares, compared to 1,817 shares in Q2 2022. In terms of value, this represents a change from $467,000 to $3,460,000.
One of the most significant decreases in holdings is in Ford Motor Co Del (F). In Q2 2022, Bell Rock Capital did not hold any shares in the company. However, in Q3 2022, they purchased 280,886 shares valued at $3,146,000.
Church & Dwight Co Inc (CHD) is another stock that saw a significant increase in holdings. In Q3 2022, Bell Rock Capital LLC bought 35,430 shares, representing a value of $2,531,000.
Procter and Gamble Co (PG) also saw a 406.4% increase in shares held, from 3,357 in Q2 2022 to 19,372 in Q3 2022. In terms of value, this change represents an increase from $483,000 to $2,446,000.
These changes in holdings could be attributed to various factors, including market trends, financial reports, and company announcements. It is also possible that a shift in strategy by Bell Rock Capital LLC could have influenced these changes.
In conclusion, the Q2 2022 vs. Q3 2022 13F holdings comparison reveals significant changes in holdings for Bell Rock Capital LLC. With these changes and the potential reasons behind them, investors can make more informed decisions. As always, it is essential to conduct thorough research and consult with a financial advisor before making any investment decisions.
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