Grassi Investment Management Q3 2023 vs. Q4 2023 13F Holdings Comparison

NVIDIA Corp, Apple Computer, and Microsoft Corp Show Positive Outlook for Q4 2023

In the world of investment management, staying up to date with the latest market trends and changes in holdings is crucial. This allows investors to make informed decisions and adapt their strategies accordingly. One way to gauge these changes is by analyzing 13F filings, which provide insight into the holdings of institutional investors. In this article, we will analyze the Q3 2023 vs. Q4 2023 13F holdings comparison for Grassi Investment Management.

NVIDIA Corp, a leading technology company known for its graphics processing units (GPUs), experienced a slight increase in holdings. In Q3 2023, Grassi Investment Management held 273,820 shares, which increased to 274,275 shares in Q4 2023. This signifies a 14% change in value, with the Q3 2023 value at $119,109, and Q4 2023 value at $135,826. This positive growth suggests that NVIDIA Corp is a promising investment opportunity.

Another notable company is Apple Computer, with Grassi Investment Management holding 345,315 shares in Q3 2023. However, there was a slight decrease in holdings in Q4 2023, with 344,247 shares. Despite this decrease, the Q3 2023 value of $59,121 increased to $66,278 in Q4 2023, indicating a growth of 12.1%. This suggests that Grassi Investment Management remains confident in Apple's future prospects.

Microsoft Corp, a behemoth in the technology industry, also showcased positive growth. With 161,268 shares held in Q3 2023 and 161,339 shares in Q4 2023, there was a marginal increase in holdings. The Q3 2023 value of $50,920 rose to $60,670 in Q4 2023, indicating an impressive growth percentage of 19.1%. Grassi Investment Management's continued belief in Microsoft Corp's growth potential is evident from these figures.

Moving beyond the technology sector, Grassi Investment Management also made noteworthy changes in holdings for other industries. Eli Lilly & Co, a pharmaceutical company known for its innovation in health solutions, experienced a slight decrease in holdings. Grassi Investment Management held 79,412 shares in Q3 2023, which decreased to 79,112 shares in Q4 2023. Despite this decrease, the Q3 2023 value of $42,654 increased to $46,116 in Q4 2023, signaling a positive growth of 8.1%.

Applied Materials also saw a decrease in holdings, with 278,116 shares in Q3 2023 and 277,616 shares in Q4 2023. However, the Q3 2023 value of $38,505 increased to $44,993 in Q4 2023, reflecting a growth of 16.8%. This suggests that Grassi Investment Management still sees potential in the company's future.

One of the largest positive changes in holdings occurred with Prologis, a global leader in logistics real estate. In Q3 2023, Grassi Investment Management held 191,246 shares, which dramatically increased to 252,146 shares in Q4 2023. This significant growth of 56.6% indicates a bright future for Prologis.

While we have only highlighted a few companies from the extensive list of holdings, it is clear that Grassi Investment Management remains focused on identifying promising investment opportunities. By analyzing the changes in holdings from Q3 to Q4 2023, we can draw insights into the company's investment strategy.

It is important to note that 13F filings offer a snapshot of institutional investors' holdings and provide valuable data to the investing community. However, it is essential to conduct thorough research and consider other factors before making any investment decisions. The market is ever-changing, and investment strategies should be flexible to adapt accordingly.

By staying informed, keeping track of 13F filings, and analyzing the changes in holdings, investors can gain valuable insights into the strategies and confidence of institutional investors like Grassi Investment Management. These insights can serve as a useful reference point when making investment decisions in the dynamic world of finance.