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Lincoln Capital Corp Q4 2022 vs. Q1 2023: An Overview of 13F Holdings Changes

Ava Hoppe | 4 May, 2023

Lincoln Capital Corp has recently filed its 13F report for the last quarter of 2022 and the first quarter of 2023, revealing significant changes in their holdings. The 13F reports are required to be filed by institutional investors and provide information about the investment holdings of their firms. In this blog post, we will analyze the changes in the fund's holdings and discuss what it means for the investment strategy of Lincoln Capital Corp.

Goldman Sachs ETF Tr, Microsoft Corp, and iShares Tr are among the top three holdings of Lincoln Capital Corp. The 13F report shows that the fund increased its holdings in these companies in Q1 2023 compared to Q4 2022. While the increase in Goldman Sachs and Microsoft was modest, iShares Tr saw a slightly larger increase of 9.6%. This indicates that the fund is confident in their current investment strategy and is increasing exposure to companies that they believe will perform well in the future.

Another company that saw a significant increase in holdings was Dollar Gen Corp New. However, the increase was followed by a decrease in Q1 2023, resulting in a 56.5% change. This suggests that the fund might have taken a short-term position in Dollar Gen during Q4 2022, but then changed their stance in Q1 2023. It is worth noting that the fund reported a negative change of -37.3% in JPMorgan Chase & Co and -92.8% in CVS Health Corp, indicating that they might have liquidated their positions in these companies during the first quarter of 2023.

Amazon Com Inc and Advanced Micro Devices Inc are two companies that experienced a significant increase in holdings, with Amazon seeing an increase of 114.9%, while AMD experienced an increase of 59.9%. This suggests that the fund is bullish on the prospects of these companies and has increased their exposure in anticipation of potential growth in the future. The fund also increased their holdings in AMERISOURCEBERGEN CORP, MONDELEZ INTL INC, and ALPHABET INC, indicating that they are optimistic about the future growth prospects of these companies.

On the other hand, Bank America Corp, Ross Stores Inc, and WalMart Inc did not fare well in the fund's portfolio. Bank America had a 793.8% increase in holdings, but this was due to the fact that Lincoln Capital Corp did not have any holdings in the company during Q4 2022. However, the fund had a significant decrease in Ross Stores and WalMart during Q1 2023, with a decrease of -10.4% and -100%, respectively. This indicates that the fund might have lost faith in these companies and decided to liquidate their positions.

In conclusion, the 13F reports for Q4 2022 and Q1 2023 show that Lincoln Capital Corp made significant changes to their holdings. While the fund has increased their holdings in some companies and decreased their holdings in others, this does not necessarily mean that the fund is taking a new approach to its investment strategy. Instead, it may be responding to changes in the market or simply shifting its focus to new companies. Investors can use this information to gain insights into the investment strategy of Lincoln Capital Corp and adjust their portfolios accordingly.

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