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Investment Counsel's Q3 2022 vs. Q4 2022: Analyzing the Dramatic Shifts in Holdings

Ava Hoppe | 3 May, 2023

Neumeier Poma Investment Counsel LLC, a well-known investment management firm, released its Q3 2022 13F recently. It shows the company's estimated holdings in 13F securities as of September 30th. Just a few weeks later, it released its Q4 2022 filing, which reveals its estimated holdings as of December 31st.

Between the two quarters, the firm has made significant changes to its portfolio. This article will delve deeper into those changes and examine the reasons behind them.

Comfort Systems USA, Inc. was the biggest sale made in Q4 2022 compared to Q3 2022. In Q3 2022, Neumeier Poma owned 597,933 shares of the company, worth $58,197,000. By the end of Q4 2022, the firm had reduced its position in the company to 556,631 shares valued at $64,057,000. That's a 10.1% decline in shares and a 9.8% increase in the value of those shares.

Fabrinet, on the other hand, saw a 9.8% decline in shares and a 8.8% increase in value. The firm owned 566,773 shares of the company in Q3 2022, worth $54,098,000. By Q4 2022, those shares had reduced to 463,354, valued at $59,411,000.

WNS Holdings LTD saw a decrease of 4.2% in share value between the two quarters. The firm owned 588,334 shares worth $48,149,000 in Q3 2022, which reduced to 576,702 shares in Q4 2022, valued at $46,130,000.

NV5 Global Inc. saw a significant decline in its shares between the two quarters, with a 11.6% drop. In Q3 2022, the firm owned 383,737 shares in NV5 Global, worth $47,514,000. By Q4 2022, those shares had dropped to 317,277, valued at $41,982,000.

Visteon Corp. saw a remarkable increase in shares, with a 32.9% rise. Neumeier Poma owned 295,915 shares of the company in Q3 2022, worth $31,385,000. By Q4 2022, that number had increased to 318,925, valued at $41,724,000.

The biggest increase in share value occurred with Clearfield Inc, which saw a significant increase of 11.5%. Neumeier Poma owned 371,773 shares in the company during Q3 2022, worth $38,902,000. By Q4 2022, those shares had decreased to 365,763, valued at $34,432,000.

This is just a sneak peek of the dramatic changes witnessed between the two quarters. The table above shows that every company brings a unique story, and knowing the reason behind the shifts in holdings is crucial to understanding the future of the company.

In conclusion, analyzing the changes in Neumeier Poma Investment Counsel LLC's holdings between Q3 2022 and Q4 2022 offer an incredible insight into the firm's investment strategy. While some of the holdings saw dramatic increases, others witnessed significant drops. The article shows that understanding the specific reasons behind these shifts is essential for investors looking to make informed decisions.

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