Geneva Capital Management LLC Q3 2022 vs. Q4 2022 13F Holdings Comparison
Ava Hoppe | 11 May, 2023
In the ever-evolving world of finance, changes in fund holdings can have a significant impact on the market. Geneva Capital Management LLC recently released their Q3 2022 and Q4 2022 13F holdings comparison, detailing the shifts in their stock portfolio. From rising investments to diminishing holdings, this report unveils the latest updates.
Let’s delve into the data and analyze the key highlights.
Top Performers
According to the report, KinSale Cap Group Inc (KNSL), with 16.6% reduction in shares, was the only major decline. In contrast, Fair Isaac Corp (FICO) witnessed a surge in shares with no change in value from Q3 2022 to Q4 2022. Others did excellent, like Bio-Techne Corp (TECH), up by a massive 16.1%, and Alarm Holdings Inc (ALRM), which saw a significant dip in shares by 24.4%.
New Additions
The report also unveiled new stock additions to the portfolio. Omnicell Inc (OMCL) was one of the significant additions, with a hefty number of shares totaling 962,769 in Q4 2022. Azenta Inc (AZTA) was another significant addition, with 741,166 shares valued at $43150.
Shifts in Value
On the value front, the report observes mixed outcomes. Some companies experienced a huge leap in value, like Fair Isaac Corp (FICO), which surged by 45.3% between Q3 and Q4 2022. Envestnet Inc (ENV) grew by 38.8%, while J & J Snack Foods Corp (JJSF) dipped by 35%.
Overall, the 13F Holdings Comparison report reflects the changing trends in the stock market. Geneva Capital Management LLC has made some smart moves, with new stock additions and reshuffling their portfolios. Their report assures that carefully thought-out decisions based on data analytics can offer significant returns in the long run.
Other Posts
- Legacy Wealth Management Q4 2022 vs. Q1 2023: A Look at the Changing 13F Holdings
- Investment Giant Oldfield Partners LLP Q3 vs. Q4 2022: A Comprehensive Analysis
- Navigating the Next Phase: How IntelliShift's New CFO is Steering Towards Growth
- Investment Giants: Baldwin Investment Management, LLC Q3 2022 vs. Q4 2022 Holdings Comparison
- Navigating the Corporate Ladder with Grace: The Stephens Group's Latest Ascensions
- RoadSafe Traffic Systems Expands its Presence in Texas with Acquisition of Dobie Supply
- A Closer Look at Investment Management Firm Wasatch Advisors' Q3 and Q4 Portfolio Holdings
- West Coast Financial LLC Q3 2023 vs. Q4 2023 13F Holdings Comparison
- Augustine Asset Management Inc Q1 2023 vs. Q2 2023 13F Holdings Comparison
- Investing in Q3 2022 vs. Q4 2022: A Look at Laurel Wealth Advisors' 13F Holdings