Osborne Partners Capital Management, LLC Q3 2023 vs. Q4 2023 13F Holdings Comparison

Introduction:

As the year draws to a close, it's important for investors to stay updated on the latest changes in stock holdings. One way to do this is by examining the 13F filings, which provide valuable insights into the positions of institutional investment managers. In this article, we will analyze the Q3 2023 and Q4 2023 13F holdings of Osborne Partners Capital Management, LLC, and highlight the significant changes in their portfolio.

Vanguard International Equity Index Fund (VEU):

Osborne Partners Capital Management, LLC increased its holdings in Vanguard International Equity Index Fund (VEU) by 2.02% from Q3 2023 to Q4 2023. The number of shares held by the firm rose from 1,889,512 to 1,927,464, reflecting their confidence in the fund's performance. The value of the holdings also saw a substantial increase from $98,009,000 to $108,207,000, representing a change of 10.4%.

Apple Inc (AAPL):

The fund manager slightly reduced its position in Apple Inc (AAPL) during this period. The number of shares held decreased from 291,674 to 287,662, a decrease of 1.37%. However, despite the decrease in shares, the value of the holdings increased by 10.9% from $49,937,000 to $55,383,000.

Microsoft Corp (MSFT):

Osborne Partners Capital Management, LLC significantly increased its holdings in Microsoft Corp (MSFT) during the Q3 to Q4 2023 period. The number of shares held rose from 124,101 to 139,655, representing a substantial increase of 12.54%. The value of the holdings also witnessed a significant jump from $39,184,000 to $52,515,000, indicating the firm's bullish sentiment towards the tech giant. This change represents a 34% increase.

Vanguard International Equity Index Fund (VWO):

The fund manager slightly increased its holdings in Vanguard International Equity Index Fund (VWO) by 0.86% from Q3 2023 to Q4 2023. The number of shares held rose from 1,017,502 to 1,026,297. The value of the holdings also increased, though by a smaller margin, from $39,896,000 to $42,180,000, representing a change of 5.7%.

Conclusion:

In conclusion, Osborne Partners Capital Management, LLC made several interesting changes to its portfolio during the Q3 2023 to Q4 2023 period. They increased their holdings in Vanguard International Equity Index Fund (VEU) and Microsoft Corp (MSFT) significantly, indicating their confidence in the performance of these securities. Meanwhile, they slightly reduced their positions in Apple Inc (AAPL) and made a minor increase in Vanguard International Equity Index Fund (VWO). These decisions reflect the fund manager's efforts to optimize and diversify their holdings for maximum returns.

Please note that the information provided in this article is based solely on publicly available data and does not constitute financial advice. Investors should conduct their own research before making any investment decisions.