Investment Insights: Oppenheimer & Close 13F Holdings Q3 2022 vs. Q4 2022

Oppenheimer & Close, a reputable US-based financial services company, recently submitted its 13F filings to the SEC. The filings highlight the firm's investment changes from Q3 2022 to Q4 2022. As an avid investor, you'll find this update insightful as you seek to make informed decisions to increase your portfolio returns.

Pfizer Inc (PFE) remains one of the firm's top holdings, with a reduction of 1.13% in share value. Despite the decrease in shares, the investment firm decided to increase its portfolio investment from $6.3 million to $7.3 million, representing a growth rate of 15.8%.

Oppenheimer & Close added Seacor Marine Holdings Inc (SMHI) to their portfolio in Q3 2022. They increased their shares from 845,489 to 781,813, a decrease of 7.7%. However, their investment value increased from $4.7 million to $7.1 million, representing a growth rate of 50.7%.

Conversely, the investment firm reduced its stake in Intel Corporation (INTC) by 35.5% from Q3 2022 to Q4 2022. The shares decreased from 129,695 to 81,600, with their investment value reducing from $3.3 million to $2.1 million.

While its decision to increase its share value in Build-A-Bear Workshop Inc (BBW) by 75.1% was unanticipated, the firm reduced its stake in Equinox Gold Corp (EQX.TO) by 46.2%. They drastically reduced their shares from 341,652 to 204,723, with their investment value falling from $1.2 million to $669,000.

Interestingly, U Haul Holding Company (UHAL) remains an essential component of Oppenheimer & Close's investment. Although they reduced their share value in UHAL by 85.2%, their investment value increased from $2.5 million to $378,000.

In summary, Oppenheimer & Close's Q3 2022 vs. Q4 2022 13F holdings comparison reveals their finance team's dynamic and strategic approach to investment. Despite keeping some constants, the investment firm made bold moves to profitably navigate the market. It can inspire you to adopt this approach and make informed stock investment decisions that increase your portfolio's ROI.