Rothschild & Co Asset Management US Reveals Notable Changes in Q3 2022 vs. Q4 2022 Holdings

Rothschild & Co Asset Management Us Inc. Q3 2022 vs. Q4 2022: Notable Changes in Holdings

Rothschild & Co Asset Management Us Inc. prides themselves on providing their clients with long-term investment strategies based on a thorough understanding of the global markets. One of the avenues they use to achieve this is through their quarterly filings of their 13F holdings. These filings reveal the various investments the company has made in the previous quarter and any notable changes made during the period.

Their 13F filings for Q3 2022 and Q4 2022 reveals that the company made significant changes in holdings across various stocks. In this post, we look at the top companies in which Rothschild & Co Asset Management Us Inc. made significant changes or maintained their positions.

Exxon Mobil Corporation (XOM)

Exxon Mobil Corporation has long been a major holding of Rothschild & Co Asset Management Us Inc. In Q3 2022, the company held 1,954,861 shares, valued at $170,679,000. In Q4 2022, the company slightly increased its position to 1,983,811 shares, valued at $218,814,000, representing a 28.2% change.

JPMorgan Chase & Co (JPM)

JPMorgan Chase & Co is another company that Rothschild & Co Asset Management Us Inc. has had a strong interest in. In Q3 2022, the company held 1,276,969 shares, valued at $133,443,000. The position increased to 1,301,150 shares, valued at $174,484,000, in Q4 2022, representing a significant 30.8% increase.

Bank of America Corporation (BAC)

Rothschild & Co Asset Management Us Inc. also made significant changes to its holdings in Bank of America Corporation, one of the largest banks in the world. In Q3 2022, the company held 4,447,489 shares, valued at $134,314,000. The position increased to 4,529,660 shares, valued at $150,022,000, in Q4 2022, representing an 11.7% change.

Schlumberger Limited (SLB)

Schlumberger Limited is a global oil and gas industry services provider. In Q3 2022, Rothschild & Co Asset Management Us Inc. held 2,055,235 shares, valued at $73,783,000. The company increased its position to 2,099,718 shares, valued at $112,251,000, in Q4 2022, representing a staggering 52.1% change.

PayPal Holdings Inc. (PYPL)

PayPal Holdings Inc. is one of the largest online payment companies in the world. In Q3 2022, the company held 45,242 shares, valued at $3,894,000. However, in Q4 2022, Rothschild & Co Asset Management Us Inc. made significant changes and increased its position to 1,174,400 shares, valued at $83,640,000, representing a drastic 2047.9% change.

Boston Scientific Corporation (BSX)

Boston Scientific Corporation is a medical equipment developer that Rothschild & Co Asset Management Us Inc. has had a keen interest in over the years. In Q3 2022, the company held 1,224,301 shares, valued at $47,417,000. Rothschild & Co Asset Management Us Inc. increased its position to 2,225,689 shares, valued at $102,983,000, in Q4 2022, representing a significant 117.2% change.

These are just a few of the notable changes that Rothschild & Co Asset Management Us Inc. made to their 13F holdings in Q3 2022 and Q4 2022. The company has a diverse portfolio, and the changes reflect a diverse range of interests across different sectors. However, one thing is clear, Rothschild & Co Asset Management Us Inc. is an investment company that continuously evaluates its portfolio and makes changes where necessary to ensure that their clients receive long-term consistent returns.