Investment Analysis: A Look at Lau Associates LLC's Q3 to Q4 2019 13F Holdings Comparison

In the world of finance, monitoring investment management firms and their activities is a vital part of investment analysis. While there's no shortage of information on investment firms, their clients, and their trades, insights on the stocks they hold, add, or reduce can provide a peek into the firm's investment strategy. This is where 13F filings come in handy.

A 13F filing is a quarterly report filed by institutional investment managers that hold a minimum of $100 million in securities. The report details the firm's equity holdings, including the stocks, options, and convertible debt they hold. For investors and market watchers alike, this information can provide valuable insights into the investment patterns and strategies of institutional investment managers.

One such investment manager is Lau Associates LLC, which recently filed its 13F report for Q4 2019, revealing some interesting changes in its holdings compared to the previous quarter. In this article, we'll look at Lau Associates LLC's Q3 to Q4 2019 13F holdings comparison, analyze the changes they made, and try to understand their investment strategy.

Apple Inc: A top holding

Lau Associates LLC increased its holdings of technology giant Apple Inc during Q4 2019, adding around 524 shares to bring its total holding to 70,569, with a value of $20.72 million. At the same time, the firm reduced its holdings of Intel Corp, selling around 134 shares, decreasing its total holdings to 157,601 with a value of $9.43 million.

It's worth noting here that while we cannot access Lau Associates LLC's Q3 2019 13F filings, it can be deduced that the firm's bet on Apple resulted in sizable gains, considering the significant increase in its holdings in Q4 2019. The technology giant's stock experienced an upswing in the latter part of 2019, gaining about 30% during this period.

Amazon.com Inc: A surprise move

Another interesting move by Lau Associates LLC is the decline in its holdings of e-commerce behemoth Amazon.com Inc. The firm reduced its holdings by 34 shares, holding 753 shares with a total value of $1.39 million during Q4 2019.

This move runs contrary to the trend as many investment managers had shown great interest in the e-commerce industry in 2019, lured by the stellar earnings of Amazon and its competitors. However, Lau Associates LLC's decision to reduce its holding suggests that the firm may be taking a more conservative approach to its investments.

Microsoft Corp: The tech giant they couldn't resist

Lau Associates LLC added to its holdings of Microsoft Corp during Q4 2019, with an additional 260 shares, bringing its total holdings to 29,989, with a value of $4.72 million. Microsoft's performance in recent years has been impressive, the tech giant achieving a market value well over $1 trillion while strategically seeking new markets to enter.

While the increase in its holdings of Microsoft suggests that Lau Associates LLC recognizes the tech giant's potential for growth, it's worth monitoring the firm's future moves as we head into a new decade.

Wrap up

Lau Associates LLC's Q3 to Q4 2019 13F holdings comparison reveals interesting insights into the firm's investment strategy. While the overall portfolio remains diversified, with stock investments in companies in various sectors, the firm's interest in technology giants like Apple and Microsoft suggests that Lau Associates LLC believes that technology will continue to play a critical role in the future of the investment market.

While it is impossible to know the future moves of any investment management firm, studying 13F reports, and analyzing changes in holdings and activity can provide valuable insights. It's worth keeping an eye on the future moves of Lau Associates LLC and other firms that have significant influence in the investment market.