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Managed Asset Portfolios, LLC: Analyzing Q3 2022 vs. Q4 2022 13F Holdings

Ava Hoppe | 8 May, 2023

The third quarter of 2022 has come to an end, and it is time to examine the performance and holdings of one of the most prominent asset management companies, Managed Asset Portfolios, LLC. 13F filings have revealed significant changes in holdings between Q3 and Q4 of this year across various sectors, including technology, healthcare, and energy. Managed Asset Portfolios, LLC has made significant changes in their holdings, reflecting their overall investment strategy, which is heavily focused on diversification.

One of the most significant changes that Managed Asset Portfolios, LLC has made is reducing their holdings in Bunge LTD. This agriculture-based company saw a decline in their shares from Q3 2022 (420,547) to Q4 2022 (406,230), resulting in a value of $34,725 in Q3 compared to $40,530 in Q4, a decrease of 16.7%. Similarly, the company decreased their investment in Johnson & Johnson (JNJ) and Mosaic Co (MOS) by 4.3% and 12.4%, respectively.

On the other hand, the company increased their holdings in companies such as Takeda Pharmaceutical Company and Unilever PLC. Takeda Pharmaceutical, one of the world's largest pharmaceutical companies, had an increase of 20.9% in shares from Q3 (1,461,814) to Q4 (1,469,428). Similarly, Unilever PLC experienced a substantial increase in shares from 64,873 to 191,097, resulting in a value of $2,844 in Q3 compared to $9,622 in Q4, an increase of 238.3%.

Managed Asset Portfolios, LLC also showed strong confidence in the technology sector, increasing their holdings in Microsoft (MSFT) by 2.1% from 133,423 shares in Q3 to 132,244 shares in Q4. The asset management firm also invested in Nokia Corporation (NOK) and Applied Materials (AMAT) with an increase in shares by 7.8% and 20.6%, respectively.

Regarding the energy sector, the company decreased their investment in National Fuel Gas Company (NFG) and Campbell Soup Co (CPB) by 1.2% and 59.2%, respectively. However, they invested more shares in Freeport-McMoran Inc (FCX) by 39.9%, showing their confidence in the mining and mineral sector.

Overall, Managed Asset Portfolios, LLC's Q4 13F filings indicate a shift in their overall investment strategy in Q4 2022, with a more diversified portfolio in several sectors. This approach might reflect more confidence in some sectors over others, and it will be interesting to see if these trends persist in the future. As always, investors should use this information as a starting point for due diligence rather than a singular factor for investment decisions.

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