Clarius Group, LLC Q4 Holdings Report: Analyzing the Latest Changes in Portfolio

Clarius Group, LLC, a prominent global investment management firm headquartered in New York, recently filed its Q4 2022 and Q1 2023 13F Holdings reports with the US Securities and Exchange Commission (SEC). As a professional blog writer, it is crucial to keep up-to-date with the latest stock holdings and trends to guide investors on investment decisions. In this article, we will analyze the Clarius Group's Q4 2022 versus Q1 2023 13F holdings to understand the latest portfolio changes and what they mean for the investment landscape.

Overview of Clarius Group, LLC

Before delving into Clarius Group's investment portfolio, let's understand the company's background. Clarius Group, LLC is an investment management firm founded in 2002 by its CEO, George H. Clarius. The firm follows a value-based investment strategy and focuses on fundamental research to identify undervalued companies with long-term growth potential. The company has a global presence, and its investments span across various sectors, including healthcare, technology, financials, and consumer goods.

Q4 2022 vs. Q1 2023 Holdings Comparison

Clarius Group's Q4 2022 and Q1 2023 13F holdings report reveals some significant portfolio changes. The value of the firm's holdings increased by over $30 million from $1.82 billion at the end of 2022 Q4 to $1.86 billion at the end of 2023 Q1.

One of the notable changes in Clarius Group's portfolio is the increase in its holdings of PACCAR Inc (PCAR). The firm's shares in the company increased from 1,580,350 in Q4 2022 to 2,364,766 in Q1 2023, implying a 10.7% increase in the company's stock value. Similarly, the firm increased its holdings in INVESCO Exch Trd Slf Idx FD (OMFL) and Ishares Inc (IEMG) by 13.7% and 5.7%, respectively.

Microsoft Corporation (MSFT), one of Clarius Group's significant holdings, had a minimal decrease in its stock value, with a 17.1% change in shares. Another major holding, Amazon.com Inc (AMZN), saw its stock value increase by 17.5%, with a reduction in shares by 4.4%.

Not all of Clarius Group's holdings were lucrative. UnitedHealth Group Inc (UNH) saw a substantial decrease of 18.9% in stock value, while Johnson & Johnson (JNJ) had a negative change of 21.5%. Pfizer Inc (PFE) was another loser in the portfolio, with a decrease of 26.2% in its stock value.

Conclusion

In conclusion, Clarius Group's Q4 2022 vs. Q1 2023 13F holdings report revealed that the firm is actively optimizing its portfolio. It shows that the investment management firm is continuing its value-based investment strategy while adjusting its holdings in line with market trends. Clarius Group's holdings in companies such as PACCAR Inc, INVESCO Exch Trd Slf Idx FD, and Ishares Inc have shown strong investment potential, whereas holdings in companies such as Johnson & Johnson and Pfizer Inc have taken a hit. As investors, it is crucial to keep an eye on changes in portfolio and investment strategies to make informed investment decisions.