James Hambro & Partners Q3 2023 vs. Q4 2023 13F Holdings Comparison

The third quarter of 2023 has seen some interesting shifts in the holdings of James Hambro & Partners, a well-known investment management firm. In comparison to the fourth quarter of 2023, several changes have occurred in terms of share quantities and values.

One of the most notable changes is the increase in shares of Microsoft Corp (MSFT). In Q3 2023, James Hambro & Partners held 358,032 shares of the company, which rose to 365,493 shares in Q4 2023. This increase of 21.6% reflects the confidence the firm has in Microsoft's future prospects. The value of these shares also increased from $113,043,000 to $137,410,000.

Another significant change is seen in JPMorgan Chase & Co (JPM) holdings, where the number of shares held went from 736,271 in Q3 2023 to 762,102 in Q4 2023, representing a 21.5% increase. The value of these shares also rose from $106,799,000 to $129,747,000.

Alphabet Inc (GOOG), the parent company of Google, also experienced an increase in shares. In Q3 2023, James Hambro & Partners held 820,279 shares, which grew to 855,557 shares in Q4 2023. This 11.5% increase is a positive indicator of the firm's confidence in Alphabet's future performance.

Visa Inc (V) is another stock that saw an increase in holdings. James Hambro & Partners owned 409,669 shares in Q3 2023, which rose to 429,576 shares in Q4 2023, representing an 18.8% increase. The value of these shares also increased from $94,250,000 to $111,928,000.

Linde PLC (LIN) also experienced a rise in shares from 257,126 in Q3 2023 to 269,176 in Q4 2023, reflecting a 15.4% increase. The value of these shares rose from $95,791,000 to $110,576,000.

Amphenol Corp New (APH) witnessed significant growth in its holdings as well. James Hambro & Partners held 960,622 shares of the company in Q3 2023, which increased to 1,047,740 shares in Q4 2023, representing a notable 28.7% increase. However, the value of these shares declined from $80,701,000 to $103,899,000.

UnitedHealth Group Inc (UNH) also experienced an increase in shares, from 182,903 shares in Q3 2023 to 192,726 shares in Q4 2023. This 10.1% increase shows the firm's confidence in the healthcare company's future. The value of these shares increased from $92,238,000 to $101,516,000.

Thermo Fisher Scientific Inc (TMO) saw an increase in shares from 171,299 in Q3 2023 to 187,893 in Q4 2023, accounting for a 15.1% rise. The value of these shares also increased from $86,744,000 to $99,817,000.

These are just a few examples of the changes in holdings that James Hambro & Partners witnessed between Q3 2023 and Q4 2023. These shifts indicate the firm's strategic decisions and potentially reflect market trends and performance expectations. It will be interesting to monitor these holdings in the coming quarters to see how they evolve further.

Disclaimer: The mentioned data is completely hypothetical and for the purpose of creating a unique article. Any resemblance to real events or companies is purely coincidental.