Boston Common Asset Management Q2 2023 vs. Q3 2023 13F Holdings Comparison

Boston Common Asset Management, LLC (BCAM) recently released its 13F holdings report for the second quarter of 2023, comparing it to the holdings in the third quarter of the same year. The report provides valuable insights into the changes BCAM made to its investment portfolio during that period. Let's take a closer look at some of the key highlights.

Schneider Electric:

BCAM decreased its holdings in Schneider Electric by 12.8%. In the second quarter, BCAM held 497,305 shares, worth $90,314,000. However, its holdings decreased to 474,077 shares, with a value of $78,793,000 in the third quarter.

ORIX Corp:

BCAM slightly increased its holdings in ORIX Corp by 3.7%. In the second quarter, BCAM had 3,452,616 shares, valued at $62,407,000. In the third quarter, the holdings rose to 3,457,979 shares, worth $64,722,000.

Deutsche Telekom:

BCAM reduced its holdings in Deutsche Telekom by 6.9%. In the second quarter, BCAM held 3,158,780 shares, valued at $68,842,000. By the third quarter, the holdings dropped to 3,046,765 shares, with a value of $64,089,000.

Oversea-Chinese Bank:

BCAM marginally decreased its holdings in Oversea-Chinese Bank by 0.3%. In the second quarter, BCAM held 7,011,447 shares, worth $63,620,000. In the third quarter, the holdings decreased to 6,761,257 shares, valued at $63,456,000.

Byd Company Ltd:

BCAM reduced its holdings in Byd Company Ltd by 6.4%. In the second quarter, BCAM held 1,850,378 shares, with a value of $59,030,000. By the third quarter, the holdings dropped to 1,788,764 shares, valued at $55,272,000.

These are just a few examples of the changes BCAM made to its holdings. The 13F report provides a comprehensive overview of the shifts in BCAM's investment strategy during the second and third quarters of 2023, giving investors and analysts valuable information to assess the firm's investment choices and potential future moves.

It's important to note that the 13F report does not provide any insight into the reasons behind these changes or BCAM's investment strategy. The report only offers a snapshot of the holdings and their value during the given period.

In conclusion, BCAM's 13F holdings report reveals interesting shifts in its investment portfolio during the second and third quarters of 2023. Investors can use this information to gain a better understanding of BCAM's investment choices and potentially make informed decisions about their own investment strategies.

Please note that the information provided in this article is based solely on the data provided in the 13F holdings report and does not constitute financial advice. Always consult with a qualified financial professional before making any investment decisions.