Chesley Taft & Associates LLC Q3 2023 vs. Q4 2023 13F Holdings Comparison

In the constantly evolving world of investments, it is essential for investors and fund managers to keep track of the changes in their holdings. One effective way to do this is by analyzing the 13F filings, which provide detailed information about the holdings of institutional investment managers. In this article, we will delve into the Q3 2023 vs. Q4 2023 13F holdings comparison of Chesley Taft & Associates LLC.

Chesley Taft & Associates LLC is a renowned investment management firm that manages a diverse portfolio of investments. By comparing their holdings in Q3 2023 and Q4 2023, we can gain insights into their investment strategies and identify any significant changes they made during this period.

Let's take a closer look at some of the notable changes in Chesley Taft & Associates LLC's holdings:

1. Microsoft Corp (MSFT):

- Q3 2023: 245,324 shares

- Q4 2023: 242,327 shares

- Change: -1.2%

Despite a marginal decrease in the number of shares, it's important to note that the value of their holdings increased by 17.6% during this period.

2. Apple Inc (AAPL):

- Q3 2023: 350,136 shares

- Q4 2023: 351,575 shares

- Change: 0.4%

Chesley Taft & Associates LLC maintained their holdings in Apple Inc, indicating their confidence in the company's performance.

3. Alphabet Inc (GOOG):

- Q3 2023: 467,692 shares

- Q4 2023: 479,216 shares

- Change: 2.5%

Chesley Taft & Associates LLC increased their holdings in Alphabet Inc, underscoring their optimism about the company's future prospects.

4. Costco Wholesale Corp (COST):

- Q3 2023: 65,290 shares

- Q4 2023: 75,837 shares

- Change: 16.1%

Chesley Taft & Associates LLC significantly increased their holdings in Costco Wholesale Corp, indicating their bullish outlook on the company's growth potential.

5. Stryker Corporation (SYK):

- Q3 2023: 146,311 shares

- Q4 2023: 150,581 shares

- Change: 2.9%

Chesley Taft & Associates LLC slightly increased their holdings in Stryker Corporation, displaying their confidence in the company's performance.

These are just a few examples of the changes in Chesley Taft & Associates LLC's 13F holdings during the Q3 2023 vs. Q4 2023 period. It's noteworthy that their overall holdings witnessed a mix of increases, decreases, and steady positions, indicating a careful and strategic approach to portfolio management.

It's imperative to consider that 13F filings reflect past positions, and current positions may have changed since the filing date. Moreover, 13F filings do not provide information about the reasons behind the changes or the investment strategy employed.

In conclusion, by analyzing the Q3 2023 vs. Q4 2023 13F holdings comparison of Chesley Taft & Associates LLC, we can gain valuable insights into the changes in their portfolio. These filings offer a glimpse into the investment decisions made by prominent investment managers and serve as a valuable resource for investors seeking to make informed decisions.