Montrusco Bolton Investments Inc. Q4 2022 vs. Q1 2023: Changes in Holdings and What it Means for Investors

In the world of investing, knowing which stocks to invest in is essential. That's where 13F filings come in. Every quarter, large investors who manage over $100 million in capital must file a Form 13F with the Securities and Exchange Commission (SEC), which includes information about the fund's equity holdings. This information is useful to investors who want to know which stocks the most prominent investors have confidence in.

In this article, we're going to look at the changes in holdings of Montrusco Bolton Investments Inc. comparing Q4 2022 with Q1 2023. We'll also analyze what they mean for investors.

Montrusco Bolton Investments Inc. - Who are they?

Montrusco Bolton Investments Inc. is a Montreal-based investment management firm that manages over CAD 30 billion in assets for pension funds, endowments, foundations, and private clients. The firm's investment philosophy is based on finding high-quality companies with strong management teams, sustainable competitive advantages, and attractive valuations.

Changes in Holdings

According to the Q4 2022 and Q1 2023 13F filings, Montrusco Bolton Investments Inc. made significant changes to its equity holdings during the period. Here are some of the changes:

Microsoft Corp (MSFT)

Montrusco Bolton Investments Inc. reduced its holdings in Microsoft Corp by 3.0%, from 1326121 shares in Q4 2022 to 1288658 shares in Q1 2023.

Danaher Corporation (DHR)

Montrusco Bolton Investments Inc. increased its holdings in Danaher Corporation by 7.8%, from 848253 shares in Q4 2022 to 914378 shares in Q1 2023.

Amazon.com Inc (AMZN)

Montrusco Bolton Investments Inc. increased its holdings in Amazon.com Inc by 1.9%, from 2157821 shares in Q4 2022 to 2199616 shares in Q1 2023.

Alphabet Inc (GOOGL)

Montrusco Bolton Investments Inc. increased its holdings in Alphabet Inc by 21.2%, from 1552751 shares in Q4 2022 to 1881927 shares in Q1 2023.

Amgen Inc (AMGN)

Montrusco Bolton Investments Inc. increased its holdings in Amgen Inc by 59.6%, from 498029 shares in Q4 2022 to 795401 shares in Q1 2023.

Waste Connections Inc (WCN)

Montrusco Bolton Investments Inc. increased its holdings in Waste Connections Inc by 27.9%, from 1080397 shares in Q4 2022 to 1382324 shares in Q1 2023.

Workday Inc (WDAY)

Montrusco Bolton Investments Inc. increased its holdings in Workday Inc by 18.1%, from 739447 shares in Q4 2022 to 873515 shares in Q1 2023.

WalMart Inc (WMT)

Montrusco Bolton Investments Inc. increased its holdings in WalMart Inc by 49.2%, from 792642 shares in Q4 2022 to 1181702 shares in Q1 2023.

These are some of the significant changes in holdings of Montrusco Bolton Investments Inc. during the period. It's essential to note that Montrusco Bolton Investments Inc. increased its holdings in the technology, healthcare, and consumer goods sectors. This move shows that the firm is bullish on these sectors and sees potential for growth in the future.

What Does This Mean for Investors?

It's crucial for investors to understand the significance of these changes in holdings. Montrusco Bolton Investments Inc. is a highly respected investment management firm, and these changes in holdings suggest that the firm has confidence in the prospects of these companies.

Investors who mirror investments of large firms like Montrusco Bolton Investments Inc. should pay attention to the changes in holdings. By doing so, they can make informed investment decisions about which stocks to invest in.

In conclusion, Montrusco Bolton Investments Inc. made significant changes to its equity holdings during Q4 2022 and Q1 2023. The firm increased its holdings in the technology, healthcare, and consumer goods sectors, suggesting that it is bullish on these sectors and sees potential for growth in the future. Investors who follow Montrusco Bolton Investments Inc.'s investment strategies should pay attention to these changes in holdings to make informed investment decisions.