Sather Financial Group Inc Q3 2023 vs. Q4 2023: A Comparative Analysis of 13F Holdings

Every quarter, institutional investment managers with over $100 million in assets under management are required to file a Form 13F with the Securities and Exchange Commission (SEC). This form provides valuable insights into the holdings of these financial entities. In this blog post, we will examine the Q3 2023 vs. Q4 2023 13F holdings comparison for Sather Financial Group Inc.

The comparison includes a variety of well-known companies across different sectors. Let's take a closer look at some of the key changes in holdings during this period.

BERKSHIRE HATHAWAY INC DEL (BRK-B):

In Q4 2023, Sather Financial Group Inc held on to its shares of Berkshire Hathaway Inc, with the number of shares remaining constant at 363,742. The value of these holdings increased from $127,225,000 to $129,732,000, representing a 2% change.

ALPHABET INC (GOOG):

Sather Financial Group Inc also maintained its position in Alphabet Inc during this period, with the number of shares remaining relatively stable at 771,179. However, the value of these holdings increased from $101,717,000 to $108,682,000, reflecting a 6.8% increase.

MICROSOFT CORP (MSFT):

The holdings of Microsoft Corp saw a slight decrease from 250,457 shares in Q3 2023 to 248,089 shares in Q4 2023. However, the value of these holdings increased significantly from $79,081,000 to $93,291,000, representing an impressive 18% growth.

ARISTA NETWORKS INC (ANET):

Sather Financial Group Inc reduced its holdings of Arista Networks Inc during this period, with the number of shares decreasing from 292,982 to 289,357. However, the value of these holdings increased from $53,888,000 to $68,146,000, indicating a positive change of 26.5%.

ADOBE INC (ADBE):

The number of shares held by Sather Financial Group Inc in Adobe Inc remained relatively stable between Q3 2023 and Q4 2023, with a slight decrease from 100,798 shares to 100,155 shares. The value of these holdings, however, saw a significant increase from $51,396,000 to $59,752,000, reflecting a 16.3% growth.

These are just a few examples of the changes in holdings observed in Sather Financial Group Inc's 13F filing. The data reveals the dynamic nature of the investment landscape and highlights the strategies employed by institutional investors to optimize their portfolios.

It is important to note that the 13F filings provide insights into the past positions of institutional investment managers, and the information may not reflect their current holdings. These filings are valuable resources for researchers, market analysts, and investors seeking a deeper understanding of the financial markets.

In conclusion, the Q3 2023 vs. Q4 2023 13F holdings comparison for Sather Financial Group Inc showcases the company's investment decisions and highlights the potential opportunities and trends in the market. It is a useful tool for investors and researchers looking to gain insights into the strategies employed by institutional investment managers.