McCollum Christoferson Group LLC Q3 2023 vs. Q4 2023 13F Holdings Comparison

Investors are always on the lookout for changes in the holdings of various funds as it provides valuable insights into the investment strategies and potential opportunities. In this article, we will analyze the changes in holdings of the McCollum Christoferson Group LLC between Q3 2023 and Q4 2023 as per their 13F filings. Let's dive deeper into the data and decipher what these changes indicate.

Apple Inc (AAPL) Holdings:

In Q3 2023, McCollum Christoferson Group LLC held 103,093 shares of Apple Inc. However, by Q4 2023, the number of shares slightly decreased to 100,637. Despite the decrease in the number of shares, the value of the holdings increased from $17,650,000 in Q3 to $19,375,000 in Q4, representing a 9.8% change. This increase in value could be attributed to the overall positive performance of Apple Inc in the market during the given period.

Microsoft Corp (MSFT) Holdings:

Similar to Apple Inc, the number of shares held by McCollum Christoferson Group LLC in Microsoft Corp also saw a slight decrease from 48,078 in Q3 to 47,258 in Q4. However, the value of the holdings increased substantially from $15,180,000 in Q3 to $17,770,000 in Q4, indicating a 17.1% change. This significant increase in value suggests that the investor believes in the growth potential of Microsoft Corp.

West Pharmaceutical SVSC Inc (WST) Holdings:

The fund held 46,254 shares of West Pharmaceutical SVSC Inc in Q4, slightly lower than the 46,676 shares held in Q3. The value of the holdings also decreased from $17,354,000 in Q3 to $16,083,000 in Q4, representing a decrease of 7.3%. This decline in value may be due to the market performance of West Pharmaceutical SVSC Inc during the given period.

Costco Wholesale Corp New (COST) Holdings:

The number of shares held by McCollum Christoferson Group LLC in Costco Wholesale Corp New slightly decreased from 24,577 in Q3 to 24,123 in Q4. However, the value of the holdings increased from $13,885,000 in Q3 to $15,923,000 in Q4, indicating a 14.7% change. This increase in value suggests that the investor sees growth potential in Costco Wholesale Corp New.

Gartner Inc (IT) Holdings:

The fund held 29,197 shares of Gartner Inc in Q3, which decreased marginally to 28,453 shares in Q4. However, the value of the holdings increased significantly from $10,032,000 in Q3 to $12,835,000 in Q4, representing a change of 27.9%. This substantial increase in value suggests that the investor has a positive outlook on Gartner Inc.

It is important to note that the changes in holdings are influenced by various factors, including market conditions, company performance, and the investor's investment strategy. These changes provide valuable insights into the investor's decisions and can be used as a reference for further analysis.

In conclusion, McCollum Christoferson Group LLC made several changes to their holdings between Q3 2023 and Q4 2023. While some holdings saw a decrease in the number of shares, the value of the holdings increased, indicating potential growth opportunities. As always, it is essential for investors to conduct further research and consider their own investment goals and risk tolerance before making any investment decisions.

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