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Cambridge Trust Co Q2 2023 vs. Q3 2023: A Comprehensive Analysis of 13F Holdings Changes

Ava Hoppe | 26 October, 2023

In the ever-evolving landscape of the financial market, it is crucial for investors to stay up to date with the latest trends and developments. One way to do so is by analyzing 13F filings, which provide insights into the holdings of institutional investors. In this article, we will delve into the Q2 2023 and Q3 2023 13F holdings of Cambridge Trust Co, shedding light on the changes in their portfolio during this period.

Apple Inc (AAPL): A Resilient Performer Throughout the Quarter

Apple Inc, one of the world's leading technology companies, saw a slight increase in holdings from Q2 2023 to Q3 2023. Despite a decrease in the value of their investment by 9.6%, Cambridge Trust Co still holds a sizable position in Apple. This indicates their confidence in the company's long-term growth prospects, even amidst recent market volatility.

Microsoft Corp (MSFT): A Steady Investment Amidst Market Fluctuations

Cambridge Trust Co maintained a relatively stable position in Microsoft Corp throughout the quarter, with a marginal increase in shares held. While the value of their investment decreased by 6.4%, this change can be attributed to broader market trends rather than a lack of confidence in the company. Microsoft's strong market position and consistent growth make it an attractive long-term investment.

Alphabet Inc (GOOGL): A Modest Increase in Holdings

Cambridge Trust Co saw a modest increase in their holdings of Alphabet Inc, the parent company of Google, during Q3 2023. With a 10.2% increase in shares held, the fund demonstrates a positive outlook on Alphabet's future performance. This suggests that they believe in the company's ability to continue innovating and maintaining its dominant position in the digital advertising market.

Exxon Mobil Corp (XOM): Slight Decrease in Holdings

Although Cambridge Trust Co slightly decreased their holdings in Exxon Mobil Corp, the energy giant still remains a part of their portfolio. With a 9% decrease in shares held, the fund acknowledges the challenges faced by the energy sector but remains cautiously optimistic about Exxon Mobil Corp's potential for recovery.

iShares ETFs/USA (IEF): A Dramatic Increase in Holdings

One notable change in Cambridge Trust Co's portfolio during Q3 2023 is their significant increase in holdings of iShares ETFs/USA. The number of shares held more than doubled, and the value of their investment increased by an impressive 113.8%. This demonstrates their confidence in the performance of the ETF and suggests a strategic allocation of their assets for risk management or diversification purposes.

Visa Inc (V): A Slight Decrease in Holdings

Visa Inc, a global leader in payment technology, saw a minor decrease in holdings from Cambridge Trust Co. With a 3.1% decrease in shares held, the fund's decision may be influenced by market conditions or reshuffling of their portfolio. However, Visa's strong market position and consistent financial performance make it a valuable long-term investment. Inc (AMZN): Embracing E-Commerce Growth

Cambridge Trust Co increased their holdings of Inc during Q3 2023, indicating their confidence in the e-commerce giant's ability to capitalize on the growing trend of online shopping. With a 5.1% increase in shares held, the fund recognizes Amazon's market dominance and their potential for continued growth across various sectors.

Berkshire Hathaway Inc (BRK-A): A Consistent Position

Cambridge Trust Co maintained a consistent position in Berkshire Hathaway Inc, the conglomerate led by renowned investor Warren Buffett. While their holdings remained unchanged, the fund demonstrated their commitment to long-term value investing and the belief in the company's ability to generate sustainable returns.

JPMorgan Chase & Co (JPM): A Slight Increase in Holdings

JPMorgan Chase & Co, one of the largest banks in the United States, saw a marginal increase in holdings from Cambridge Trust Co. With a 0.7% increase in shares held, the fund acknowledges the resilience of the banking sector and the potential for JPMorgan Chase & Co to benefit from an improving economy.

The Sum of All Changes

While the aforementioned stocks highlight some of the notable changes in Cambridge Trust Co's portfolio, it is essential to consider the entire scope of their holdings. The Q2 2023 to Q3 2023 period saw various adjustments and strategic moves, reflecting the fund's commitment to optimizing their portfolio based on current market conditions and their outlook on different sectors.

In conclusion, monitoring 13F filings can provide valuable insights for investors looking to make informed decisions in the ever-changing financial landscape. Cambridge Trust Co's Q2 2023 to Q3 2023 13F holdings comparison showcased a blend of cautious adjustments and strategic moves, indicating their commitment to long-term value creation while adapting to market trends. As the market continues to evolve, investors can benefit from analyzing these changes to gain a better understanding of the investment landscape and potential opportunities for growth.

Note: The content of this article is based on hypothetical data and is for informational purposes only. It does not constitute financial advice. Please consult with a professional financial advisor before making any investment decisions.

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