Crescent Grove Advisors' Q4 2022 vs. Q1 2023 13F Holdings Comparison: Winners and Losers

Investment firms are required to file a Form 13F every quarter that discloses their holdings of publicly traded securities. These filings give investors and analysts insight into the activity of some of the largest and most sophisticated investors in the world. One such firm, Crescent Grove Advisors, LLC, recently filed their Q4 2022 and Q1 2023 13F holdings comparison. In this article, we will explore the winners and losers in Crescent Grove Advisors' latest filing.

Winners:

NCR Corp (NCR)

NCR Corp saw a 6.2% increase in shares held by Crescent Grove Advisors between Q4 2022 and Q1 2023. The value of their holdings also increased from $56,089,000 to $59,568,000.

Dun & Bradstreet Holdings, Inc. (DNB)

Crescent Grove Advisors increased their holdings of Dun & Bradstreet Holdings, Inc. by 2.3% during the same period. The value of their holdings increased from $57,186,000 to $58,520,000.

CDW Corporation (CDW)

Crescent Grove Advisors increased their holdings of CDW Corporation by 43.8% during the same period. The value of their holdings increased from $14,016,000 to $20,158,000.

Losers:

Fidelity National Info Srvcs, Inc. (FIS)

Crescent Grove Advisors decreased their holdings of Fidelity National Info Srvcs, Inc. by 53.7% between Q4 2022 and Q1 2023. The value of their holdings decreased from $119,663,000 to $55,438,000.

Vanguard High Dividend Yield ETF (VYM)

Crescent Grove Advisors decreased their holdings of Vanguard High Dividend Yield ETF by 9.5% during the same period. The value of their holdings decreased from $14,212,000 to $12,856,000.

Fidelity National Financial, Inc. (FNF)

Crescent Grove Advisors decreased their holdings of Fidelity National Financial, Inc. by 7% during the same period. The value of their holdings decreased from $11,544,000 to $10,734,000.

Mixed Results:

Apple (AAPL)

Crescent Grove Advisors increased their holdings of Apple by 24.2% between Q4 2022 and Q1 2023. However, the value of their holdings only increased from $14,219,000 to $17,662,000.

Microsoft (MSFT)

Crescent Grove Advisors increased their holdings of Microsoft by 19.3% during the same period. The value of their holdings increased from $5,328,000 to $6,357,000.

In Conclusion:

Crescent Grove Advisors' latest 13F filings show a mix of winners and losers. While their holdings in some companies increased significantly, others saw a decrease. Overall, these filings provide valuable insights for investors trying to understand the activity of some of the largest and most sophisticated investors in the world.