Jolley Asset Management, LLC Q4 2019 vs. Q1 2020 13F Holdings Comparison

Jolley Asset Management, LLC is a firm that manages assets worth millions of dollars. The company recently disclosed its 13F filings to the SEC for Q4 2019 and Q1 2020. These filings show a comparison of the firm's holdings during these periods. This article will explore these holdings, their changes, and what they could mean for the company's investment strategy.

Sony Corp, Intel Corp, and Merck & Co. are among the top holdings that Jolley Asset Management, LLC had during both Q4 2019 and Q1 2020. However, there was a slight decrease in the number of shares held by the company in these firms.

Berkshire Hathaway Inc, Pfizer Inc, and Dominion Energy Inc are other notable companies in the top holdings that saw a slight decrease in the number of shares held. This decrease was due to a decrease in the value of these companies' shares over the two quarters.

Verizon Communications Inc, Novartis A G, and Alphabet Inc saw a slight decrease in the number of shares held by Jolley Asset Management, LLC, but their stock prices increased during the two quarters. This indicates that the firm may have sold off some stock for other investments.

Cisco Sys Inc, United Parcel Service Inc, and Qualcomm Inc saw sharp decreases in the number of shares held by the company. The stock prices of these companies also fell, which suggests that Jolley Asset Management, LLC may have offloaded these stocks for other investments.

Diageo P L C, Coca Cola Co, and JPMorgan Chase & Co saw a steep decline in the number of shares held by the firm. However, Eaton Vance Tax Adv Global Div saw an increase in the number of shares held by Jolley Asset Management, LLC.

Apple Inc, Bayer A G (ADR's), and Applied Matls Inc saw a considerable decrease in the number of shares held by Jolley Asset Management, LLC as their stock prices fell during the two quarters. These large decreases suggest that the firm may have sold these shares to invest in other companies.

In conclusion, Jolley Asset Management, LLC's 13F filings for Q4 2019 and Q1 2020 show that the company's investment strategy is dynamic and sensitive to market fluctuations. It is evident that the firm is making some strategic moves to keep its portfolio diverse and robust. While some companies saw a decrease in the number of shares held, others saw an increase, indicating that the firm is not afraid to take risks and invest in companies that have high growth potential.