Sawyer & Company, Inc Q3 2023 vs. Q4 2023 13F Holdings Comparison

APPL and MSFT Continue to Shine, while ORCL and XOM Struggle

In the third quarter of 2023, Sawyer & Company, Inc made several interesting changes to their 13F holdings. These changes reflect the investment strategies of the company and provide insights into the current market trends. Let's take a closer look at some of these changes and their implications.

Top Gainers: AAPL and MSFT

Apple Inc (AAPL) and Microsoft Corporation (MSFT) continue to dominate the market with their strong performance. AAPL saw a slight decrease in holdings from 60,350 shares to 57,006 shares, representing a 6.2% change. Despite this decrease, the value represented by these shares increased from $10,333,000 to $10,975,000, showcasing the resilience of the tech giant.

Similarly, MSFT experienced a 8.9% decrease in shares from 28,136 to 25,722. However, the value of these shares increased from $8,884,000 to $9,673,000, demonstrating the confidence investors have in the company's future growth prospects.

Troubled Waters: ORCL and XOM

On the flip side, Oracle Corporation (ORCL) and Exxon Mobil Corporation (XOM) struggled to keep up with the overall market performance. ORCL witnessed a significant decrease in shares from 68,760 to 65,122, representing a 5.7% change. The value of these shares decreased from $7,283,000 to $6,866,000, highlighting the challenges faced by the company.

XOM also experienced a decline in shares from 36,081 to 34,516, a significant 18.6% decrease. The value of these shares plummeted from $4,242,000 to $3,451,000, indicating obstacles in the energy sector.

Stable Performers: TJX and V

TJX Companies Inc New (TJX) and Visa Inc A (V) remained stable, showcasing consistency in their performance. TJX saw a minor increase in shares from 71,001 to 68,401, representing a 1.7% change. The value of these shares also witnessed a slight increase from $6,311,000 to $6,417,000.

Similarly, V showcased a marginal decrease in shares from 23,101 to 21,930, a change of 7.5%. However, the value of these shares increased from $5,313,000 to $5,709,000, indicating the company's ability to maintain stability amidst market fluctuations.

Other Notable Changes

Accenture PLC Ireland (ACN) witnessed a substantial increase in shares from 14,746 to 14,465, a change of 12.1%. This increase in holdings contrasts the struggles faced by other companies in challenging market conditions.

Salesforce.com Inc (CRM) also experienced some changes in their holdings. The company saw a decrease in shares from 20,434 to 19,017, representing a 20.8% change. However, the value of these shares increased from $4,144,000 to $5,004,000, showcasing the market's confidence in the company's long-term prospects.

Conclusion

Sawyer & Company, Inc's 13F holdings highlight the current market trends and the investment strategies of the company. While companies like AAPL and MSFT continue to shine, others such as ORCL and XOM face challenges. It is important to analyze these changes in holdings to make informed investment decisions and stay updated with the ever-evolving market landscape.