Manchester Capital Management LLC Q3 2022 vs. Q4 2022 13F Holdings Comparison

The third quarter of 2022 has been a fruitful quarter for Manchester Capital Management LLC as the firm added some valuable stocks to its portfolio. However, in the fourth quarter of the year, it seems that the company has made significant changes in its investment strategy by reducing some of the previous holdings while adding some new ones. In this blog post, we will take a closer look at Manchester Capital Management LLC's Q3 2022 and Q4 2022 13F holdings comparison.

In the third quarter of the year, Manchester Capital Management LLC added United Parcel Service Inc (UPS) to its holdings, with 533,531 shares valued at $86,187,000. Also, the firm invested in SPDR S&P 500 ETF Trust (SPY) with 239,596 shares valued at $85,579,000. Furthermore, the company added Vanguard BD Index FDS (VUSB) to its portfolio, holding 538,369 shares valued at $26,353,000.

However, in the fourth quarter of the year, Manchester Capital Management LLC reduced its holdings in some of the previously invested companies. The firm reduced its holdings in Apple Inc (AAPL) by 1.1%, with 249,839 shares valued at $32,201,000. Similarly, the firm reduced its holdings in Amazon.com Inc (AMZN) by 0.9%, holding 68,671 shares valued at $10,719,000. Additionally, the holdings in Alphabet Inc (GOOG) were reduced by 1.2%, with 39,280 shares now valued at $3,492,000.

On the other hand, Manchester Capital Management LLC added some new stocks to its holdings in the fourth quarter of the year. The firm invested in Vanguard Tax-Managed FDS (VEA) with 138,147 shares valued at $7,245,000. Also, the company added Union Pacific Corporation (UNP) to its holdings, holding 8,178 shares valued at $1,636,000. Furthermore, the firm invested in Dollar General Corporation (DG) with 380 shares valued at $1,351,000.

In conclusion, Manchester Capital Management LLC has made some significant changes to its holdings in the fourth quarter of the year by reducing some of the previously invested companies and adding new ones to its portfolio. These changes in investment strategy may prove to be fruitful in the future.