Corient Capital's Q2 2022 vs. Q3 2022 Holdings: A Comprehensive Analysis

Over the years, investing has become an integral part of planning for the future as it provides a pathway for individuals and institutions to grow their wealth. As a result of this, many firms, including Corient Capital Partners, LLC, are committed to providing exceptional services to investors on ways to invest optimally. One of the ways Corient Capital does this is by analyzing the 13F filings of large financial institutions and funds quarterly. In this article, we will be delving into how Corient Capital's Q2 2022 holdings compare with the Q3 2022 holdings.

Firstly, it's essential to understand what 13F filings are and their significance. Every quarter, registered investment managers that manage over $100 million in assets are required by the Securities and Exchange Commission (SEC) to report their current holdings in 13F filings. The filing provides insights into what a fund owns, how much it owns, and how those holdings have changed quarter-over-quarter. As such, it provides valuable data that is crucial for analyzing the stock market and making informed investing decisions.

In Q2 2022, Corient Capital Partners, LLC, held 33 stocks in its portfolio. The total value of those stocks was $347,374,000. By the end of Q3 2022, the company's portfolio had grown to 34 stocks with a total value of $588,032,000.

One of Corient Capital's flagship holdings is the Vanguard Admiral Funds, which experienced a significant increase in shares in Q3 2022, growing from 251,515 to 635,780 shares. Another stock that had a tremendous growth in Q3 2022 was the Vanguard International Equity Index Fund, which grew by 444.5%, from 26,892 to 321,025 shares.

On the other hand, companies such as Amazon, Lilly Eli & Co, and Home Depot Inc remained constant in the number of shares held from Q2 2022 to Q3 2022. Although they remained constant in shares held, the value for Q3 2022 was much higher, showing their continued growth in the stock market.

Notable additions to Corient's portfolio in Q3 2022 include Sempra (SRE) and Accenture (ACN), while Intuit (INTU) saw a 4.7% increase in shares held. In contrast, Stocks such as AT&T (T) and Marsh & McLennan Cos Inc (MMC) experienced slight increases in shares held compared to the Q2 2022 portfolio.

In conclusion, from the analyzed data, it is apparent that Corient Capital's Q3 2022 holdings have grown in comparison to the Q2 2022 holdings. The company made significant investments in various stocks, which have seen substantial growth while maintaining steady holdings in others. As seen from the 13F reports, evaluating and analyzing these holdings' trends is essential and has been critical in keeping Corient Capitals' portfolio updated and in line with its goals.