Patten Group, Inc. Q2 2023 vs. Q3 2023 13F Holdings Comparison

Investing in stocks and funds requires careful analysis and research. It's essential for individuals and institutions to stay informed about the changes in holdings of funds that they are invested in. One such way to do so is by reviewing the 13F filings made by companies quarterly. In this article, we will compare the holdings of Patten Group, Inc. for Q2 2023 and Q3 2023, highlighting the significant changes that have occurred.

Apple Inc. (AAPL) holds the top position in Patten Group, Inc.'s portfolio. While there has been a slight decrease in the number of shares from 98,179 to 94,719, the value has dropped significantly from $19,043,000 to $16,216,000, showcasing a change of -14.8%. While the decrease is noteworthy, it's important to remember that these changes might be the result of various factors, including market fluctuations and portfolio adjustments.

Microsoft Corp. (MSFT) is the second-largest holding in Patten Group, Inc.'s portfolio. Similar to Apple Inc., there has been a slight decrease in the number of shares from 45,729 to 44,928. The value has decreased from $15,572,000 to $14,186,000, indicating a change of -8.9%. This decrease might be influenced by various factors, such as changes in the stock price or organizational decisions.

NVIDIA Corporation (NVDA) holds the third position in Patten Group, Inc.'s portfolio. The number of shares has decreased from 29,361 to 27,750, with a corresponding decrease in value from $12,420,000 to $12,070,000. The change percentage stands at -2.8%. It's essential to understand that the changes in holdings might not reflect the overall performance of the company itself.

Coca Cola Co (KO) is another significant holding in Patten Group, Inc.'s portfolio. The number of shares has remained relatively stable at 197,740 and 197,029 for Q2 2023 and Q3 2023, respectively. However, the value has decreased from $11,907,000 to $11,029,000, resulting in a change of -7.4%. It's crucial to remember that fluctuations in the market can impact the value of holdings.

Visa Inc. (V) holds a prominent position in Patten Group, Inc.'s portfolio. The number of shares has barely changed, with a minor decrease from 42,610 to 42,415. However, the value has decreased from $10,119,000 to $9,755,000, showcasing a change of -3.6%. As with other holdings, these changes could be influenced by factors like market trends or company-specific developments.

Kimberly-Clark Corp (KMB) maintains a consistent position in Patten Group, Inc.'s portfolio. The number of shares for Q2 2023 and Q3 2023 remained unchanged at 62,182. However, the value has decreased from $8,584,000 to $7,505,000, resulting in a change of -12.6%. It's crucial to keep in mind that these changes can be the result of various factors, and it's essential to dig deeper into the reasons behind them.

SPDR S&P 500 ETF Trust (SPY) is another significant holding in Patten Group, Inc.'s portfolio. The number of shares has experienced a marginal decrease from 14,321 to 14,286, while the value has decreased from $6,348,000 to $6,106,000, showcasing a change of -3.8%. These changes might be influenced by market trends and adjustments made by Patten Group, Inc.

These are just a few of the notable changes in the holdings of Patten Group, Inc. for Q2 2023 and Q3 2023. It's important to conduct further research and analysis to understand the reasons behind these changes and their potential impact on the overall portfolio. Remember, fluctuations in the market are normal, and it's crucial to make informed decisions based on thorough research and understanding.

Disclaimer: The information provided in this article is for informational purposes only and should not be considered as financial advice. It's always advisable to consult with a qualified financial advisor before making any investment decisions.