Investment Changes of Account Management LLC Q3 2022 vs. Q4 2022

In today's economy, investment is one of the most crucial aspects of personal and corporate financial growth. Investors must always try to stay ahead of market trends, adjust their portfolios to reflect the changes, and make sound investment decisions that yield high returns. One of the ways investors keep track of their holdings and investments is through 13F filings with the Securities and Exchange Commission (SEC). In this blog post, we will analyze the Q3 2022 vs. Q4 2022 13F Holdings Comparison for Account Management LLC.

Account Management LLC is a prominent financial management company that has been gaining attention for its adept management of public and private investments. The 13F filings showcase the firm's primary and largest holdings, the value of each holding, and the percentage change between quarters.

BX - BLACKSTONE INC -22.8%

In the Q4 2022 filings, Account Management LLC reduced its shares in Blackstone Inc. by over 17k, approximately 12.94% of their Q3 shares, reducing its value by $2,599. The move suggests that the firm is reducing its investments in the alternative investment manager.

ASML - ASML HOLDING N.V. 15.72%

Account Management LLC increased its shares in ASML Holding N.V. in Q4 2022, making it the second-largest holding. The quarter displayed a 15.72% increase in shares, equivalent to 1,323 shares, valued at $718,620. The increase further establishes the firm's bullishness in the Dutch semiconductor company.

ORLY - O'REILLY AUTOMOTIVE INC 9.89%

Account Management LLC reduced its shares in O'Reilly Automotive Inc. by approximately 8%, representing about 552 shares, valued at $478,010. The move showcased a 9.89% reduction in Q4 2022.

AMZN - AMAZON.COM INC -100%

Account Management LLC did not list any shares in Amazon.com Inc. in the Q4 2022 filings, suggesting the firm liquidated its entire position.

LMDX - LUMIRADX LTD -79.4%

LumiRadx Ltd. is a biotechnology company that designs and develops innovative biosensors and diagnostic assays. The company went public in 2020 February, and Account Management LLC purchased 250,773 shares in Q3 2022, valued at $255. The Q4 filings, however, show that the firm reduced its position to just 58,239 shares, representing an astonishing 79.4% reduction.

Conclusion

The Q3 2022 vs. Q4 2022 comparison of Account Management LLC 13F filings reveal the investment changes made by the firm, showcasing its stance in various investment options in the U.S. financial markets. Although the firm liquidated all its shares in Amazon.com Inc., it increased its position in ASML Holding N.V., while reducing its investments in O'Reilly Automotive Inc. and LumiRadx Ltd. The changes suggest that the firm is continuously evaluating its investment strategy aggressively and willing to take a bullish or bearish approach, depending on market trends.