Sander Capital Advisors Inc Q2 2023 vs. Q3 2023 13F Holdings Comparison

Microsoft, Apple, and Amazon See Significant Changes in Sander Capital Advisors' Portfolio

In the ever-evolving world of finance, tracking the movements of investment firms is essential for any keen observer. Sander Capital Advisors Inc has recently released its Q2 2023 and Q3 2023 13F holdings comparison, shedding light on the changes in its portfolio during this period. Let's take a closer look at some of the notable transformations that have taken place.

Microsoft (MSFT) has showcased its resilience in Sander Capital Advisors' portfolio, with a 3.7% increase in holdings from Q2 to Q3 2023. The tech giant's shares rose from 223,981 to 232,370, although the value in dollars decreased slightly from $76,221 to $73,371. It appears that Sander Capital Advisors believes in the long-term potential of Microsoft, despite the slight drop in value.

Apple (AAPL), on the other hand, experienced a slight decline in both shares and value during the same period. The number of shares remained almost stagnant, only increasing from 165,465 to 165,761, but the value dropped significantly from $32,095 to $28,380, representing an 11.6% decrease. This change suggests that Sander Capital Advisors might be reevaluating its position in the Apple market.

One of the most significant transformations in Sander Capital Advisors' portfolio can be seen in Amazon (AMZN). The e-commerce giant saw a substantial increase in both shares and value. From Q2 to Q3 2023, Amazon's shares skyrocketed from 86,804 to 121,053, representing a 36% surge. Similarly, the value of these shares increased from $11,316 to $15,388. These significant gains indicate a vote of confidence from Sander Capital Advisors for the continuous growth of Amazon.

Adobe (ADBE) remained relatively stable in Sander Capital Advisors' portfolio. The number of shares held by the firm remained at 24,812 throughout the two quarters. However, there was a slight increase in the value of these shares from $12,133 to $12,652, representing a 4.3% growth. This stability suggests that the firm recognizes Adobe as a solid investment option with consistent performance.

Palo Alto Networks (PANW) is another notable addition to Sander Capital Advisors' portfolio. While the firm did not hold any shares of PANW in Q2 2023, it quickly acquired 36,474 shares in Q3 2023. Although the value of these shares is not provided, this move indicates Sander Capital Advisors' optimism toward the future growth of the cybersecurity company.

The disparity between Q2 and Q3 2023 becomes even more apparent when analyzing the shifts in holdings of financial institutions. JP Morgan (JPM) experienced a decrease in both shares and value, with shares dropping from 1,055 to 930, while the value declined from $154 to $135, representing a 12.3% decrease. American financial corporation ACN also witnessed a slight decrease in both shares and value. The number of shares remained stagnant at 420, while the value fell slightly from $130 to $129, a marginal 0.8% drop.

However, the most striking changes were observed in healthcare and insurance companies. UnitedHealth Group (UNH) and Humana Inc. (HUM) witnessed a complete divestment by Sander Capital Advisors, as they sold all of their respective shares. Similarly, Charles Schwab Corporation (SCHW) also saw a complete sell-off, indicating a significant shift in the firm's investment strategy.

Sander Capital Advisors' Q2 2023 to Q3 2023 13F holdings comparison demonstrates the dynamics of the financial market and the fluid nature of investment strategies. While some companies experienced significant increases, others faced decreases or complete divestment. It is evident that Sander Capital Advisors Inc is proactive in adapting its portfolio to capitalize on opportunities and manage risk effectively.

Overall, analyzing these changes in holdings offers valuable insights into Sander Capital Advisors' investment strategy and potential market trends. It is essential to monitor these developments to stay informed and make informed investment decisions in an ever-changing financial landscape.