Kessler Investment Group, LLC Q4 2022 vs. Q1 2023: A Deeper Look into the Latest 13F Holdings Shakeup

The last quarter of 2022 and the first quarter of 2023 have been full of unexpected twists and turns for Kessler Investment Group, LLC. From significant losses to surprise gains, the investment group's 13F holdings have been subjected to a dramatic shakeup. In this article, we take a closer look at the changes in holdings, what led to them, and what it all means.

Let's dive into the data.

Johnson & Johnson

Kessler Investment Group, LLC saw a decrease in their holdings for Johnson & Johnson by 10.4%, compared to the previous quarter. The value of shares also dropped from $8,841,000 to $7,925,000. Though the drop is concerning, it's less severe compared to the rest of the portfolio.

Airbnb Inc

In contrast, Kessler Investment Group, LLC's holdings for Airbnb Inc have increased by 44.9% with a value of $7,893,000 in Q1 2023. That's close to a 50% increase in value compared to the previous quarter, where the value was only $5,446,000. This shift can be attributed to Airbnb's resiliency during the COVID-19 pandemic, as more people have been choosing vacation home rentals over hotels.

Alphabet Inc

One of the most significant shifts in holdings for Kessler Investment Group, LLC was for Alphabet Inc. They have seen an increase in their shares and its value by 141.7%. In Q4 2022, their holdings were valued at $3,068,000, and in Q1 2023, it increased to $7,414,000. The surge can be attributed to the rumours of Alphabet's expansion plans and product innovations.

Meta Platforms Inc

Kessler Investment Group, LLC's holdings for Meta Platforms Inc have also increased gradually, with a 85.9% impressive increase in Q1 2023 compared to Q4 2022. The value of Meta Platforms Inc was $3,965,000 in Q4 2022 and escalated to $7,371,000 in Q1 2023.

SPDR Gold TR

Kessler Investment Group, LLC has liquidated a significant portion of SPDR Gold TR shares in Q1 2023, recording $127,000 in shares. Comparing it with Q4 2022's data of 749 shares valued at $12,7000, we see a notable 5201.1% drop in value.

Exxon Mobil Corp

Kessler Investment Group, LLC recorded only a slight uptick in holdings for Exxon Mobil Corp in Q1 2023. The value of shares increased from $5,205,000 to $5,241,000. The increase is meagre, making it one of the most stable of the portfolio's holdings.

While Kessler Investment Group, LLC's holdings in Johnson & Johnson, SPDR Gold TR, and Exxon Mobil Corp were stagnant, most of the portfolio recorded sizeable gains and losses.

The recent holdings shakeup shouldn't cause concern, as it is more than normal for the market to be volatile. The portfolio's increase in shares and value for Airbnb, Alphabet, and Meta Platforms Inc could be an indication of the promising future of these stocks. However, it's essential to closely monitor the gold industry, as the unexpected drop in value for SPDR Gold TR could indicate further turmoil in the sector.

In conclusion, Kessler Investment Group, LLC has recorded mixed results in their Q1 2023 13F holdings, with some stocks performing well, while others taking a considerable hit. It's a reminder that investing in stocks always involves some risk. Investors should always do their research and use a well-reasoned strategy before making any significant decisions.