Investing in 2022: Examining the Changes in Pinnacle Holdings, LLC's Fund Holdings

Pinnacle Holdings, LLC's recent 13F filings have been the talk of the investing community, making it a valuable tool for investors interested in analyzing the stock market's latest trends. In this blog post, we will deep-dive into the changes in the fund's holdings between Q3 2022 and Q4 2022.

The Pinnacle Holdings, LLC Q3 2022 vs. Q4 2022 13F Holdings Comparison Table reflects the shares and value of each issuer in the fund's portfolio. By analyzing the percentage change between the two quarters, we can understand the shift in the fund's investment strategy.

UnitedHealth Group Inc, ticker symbol UNH, saw a significant decrease of 8.1% in shares held between Q3 2022 and Q4 2022. Meanwhile, Pinnacle Holdings, LLC increased their holdings in DIA, the SPDR Dow Jones Industrial Average ETF, as the fund increased their shares by 33847 in Q3 2022 to only 33719 in Q4 2022. The value of the fund's holdings in DIA increased by 14.9% in the same period. Chevron Corporation, ticker symbol CVX, saw an increase of 10% in the value of shares held.

Pinnacle Holdings, LLC decreased its investment in Microsoft Corporation, ticker symbol MSFT, by 8.9%, as the number of shares decreased from 15036 in Q3 2022 to 13302 in Q4 2022. In contrast, the fund increased its holdings in Cowen Inc, the financial services company, but the value of shares held reduced by 6.9%. Another company that saw a decrease in both the number of shares held and the value of shares held is Apple, ticker symbol AAPL, as the shares fell from 21651 in Q3 2022 to 20011 in Q4 2022.

Boeing, ticker symbol BA, was one of the companies with a significant increase in the value of shares held, going from USD 1684 in Q3 2022 to USD 2342 in Q4 2022, a rise of 39%. Caterpillar, ticker symbol CAT, saw an increase in the value of shares held by 28.1%.

In the oil and gas sector, ONEOK, ticker symbol OKE, saw a significant increase in the value of shares held, with the value increasing from USD 3109 to USD 3872, marking a rise of 24.6%. Williams Companies, ticker symbol WMB, saw a 12.4% increase in the value of shares held, while Targa Resources Corp, ticker symbol TRGP, saw an increase in the value of shares held by 17.6%.

In conclusion, Pinnacle Holdings, LLC made a few notable changes in its portfolio between Q3 2022 and Q4 2022. Some companies witnessed a decline in the value of shares held, while others saw an increase in their position, pointing towards a shift in investing strategy. These changes may prompt investors to do further research and conduct a thorough analysis of the stock market to make informed investment decisions in 2022.