Chesley Taft & Associates LLC Q2 2023 vs. Q3 2023 13F Holdings Comparison

Investing in the stock market can be a rollercoaster ride, with stocks moving up and down on a daily basis. For fund managers, keeping track of these changes is crucial in order to make informed investment decisions. One way they do this is by filing a form called 13F with the Securities and Exchange Commission (SEC). This form provides information on the holdings of a particular fund, allowing investors to see what stocks the fund owns and how those holdings have changed over time.

Chesley Taft & Associates LLC recently filed their 13F form for the second quarter of 2023 and the third quarter of 2023. Let's take a closer look at some of the key changes in their holdings during this period.

Microsoft Corporation (MSFT):

- In the second quarter of 2023, Chesley Taft & Associates LLC held 247,592 shares of Microsoft.

- In the third quarter of 2023, the number of shares held decreased to 245,324.

- The value of their holdings also decreased from $84,314,000 to $77,461,000.

- This represents a percentage change of -8.1%.

Alphabet Inc (GOOG):

- Chesley Taft & Associates LLC held 470,616 shares of Alphabet Inc in the second quarter of 2023.

- In the third quarter of 2023, the number of shares held decreased slightly to 467,692.

- However, the value of their holdings increased from $56,930,000 to $61,665,000.

- This represents a percentage change of 8.3%.

Apple Inc (AAPL):

- The fund held 354,808 shares of Apple Inc in the second quarter of 2023.

- In the third quarter of 2023, the number of shares held decreased to 350,136.

- The value of their holdings also decreased from $68,822,000 to $59,946,000.

- This represents a percentage change of -12.9%.

These are just a few examples of the changes in holdings that Chesley Taft & Associates LLC experienced during this period. It's important to note that these changes can be influenced by a wide range of factors, including market conditions, company performance, and the investment strategy of the fund.

Investors and analysts closely monitor 13F filings to gain insights into the investment strategies of fund managers. By analyzing changes in holdings, they can identify trends and potential investment opportunities. However, it's important to remember that 13F filings provide a snapshot of a fund's holdings at a specific point in time and may not necessarily reflect their current positions.

In conclusion, Chesley Taft & Associates LLC experienced some notable changes in their holdings during the second and third quarters of 2023. Monitoring these changes can provide valuable insights for investors looking to make informed investment decisions.