Schulhoff & Co Inc Q3 2022 vs. Q4 2022: Analysis of Top Holdings in 13F Filings

The Q3 2022 vs. Q4 2022 13F Holdings Comparison report by Schulhoff & Co Inc is out, and it's making waves in the investment world. For those unfamiliar, a 13F filing is a quarterly report that must be submitted by institutional investment managers who have assets under management greater than $100 million. These reports disclose the manager's holdings of publicly-traded stocks, options, and convertible debt.

The Q3 2022 vs. Q4 2022 13F Holdings Comparison report analyzed the changes in holdings of funds managed by Schulhoff & Co Inc. This article will provide an in-depth analysis of the report, highlighting the top holdings, the biggest movers, and what this information could mean for investors.

Top Holdings

The report reveals that Procter & Gamble (PG) remains the top holding of Schulhoff & Co Inc's funds, with 234,605 shares held in Q3 2022 and 233,791 shares held in Q4 2022. However, the value of these shares has increased by a staggering 19.6%, rising from $29,618,000 in Q3 2022 to $35,433,000 in Q4 2022.

Exxon Mobil Corp (XOM) holds the second position on the list, with 80,926 shares held in Q3 2022 and 80,726 shares held in Q4 2022. While the number of shares held has remained relatively constant, the value of these shares has increased by 26%, from $7,065,000 in Q3 2022 to $8,904,000 in Q4 2022.

Johnson & Johnson (JNJ) holds the third position on the list, with 49,085 shares held in Q3 2022 and 48,800 shares held in Q4 2022. The value of these shares increased by 7.5%, from $8,018,000 in Q3 2022 to $8,620,000 in Q4 2022.

Biggest Movers

Lockheed Martin (LMT) is the biggest mover in Schulhoff & Co Inc's funds, with the number of shares held decreasing by 226 in Q4 2022. However, the value of these shares has increased by a massive 24.2%, from $6,387,000 in Q3 2022 to $7,933,000 in Q4 2022.

JPMorgan Chase & Co (JPM) is another notable mover, with the number of shares held decreasing by 635 in Q4 2022. However, the value of these shares has increased by 26.7%, from $5,352,000 in Q3 2022 to $6,783,000 in Q4 2022.

In contrast, Apple Inc (AAPL) is the biggest gainer in terms of shares held, with no shares held in Q3 2022 and 21,172 shares held in Q4 2022. However, the value of these shares is not available for Q3 2022, but it has been listed as $2,750,000 in Q4 2022.

What does this information mean for investors?

The Schulhoff & Co Inc Q3 2022 vs. Q4 2022 13F Holdings Comparison report provides valuable information for investors looking to make informed investment decisions. The report highlights the top holdings and the biggest movers in the funds managed by Schulhoff & Co Inc.

Investors should take note of the changes in holdings and the corresponding changes in value. For instance, even though the number of shares held by Exxon Mobil Corp remained relatively constant, the value of these shares increased significantly. This information could indicate that Exxon Mobil Corp is a strong buy.

Similarly, investors should take note of the biggest movers in the report, such as Lockheed Martin and JPMorgan Chase & Co. These companies have experienced decreases in the number of shares held but have seen a corresponding increase in value, which is a positive sign for investors.

In conclusion, the Schulhoff & Co Inc Q3 2022 vs. Q4 2022 13F Holdings Comparison report provides valuable insights into the changes in holdings of funds managed by Schulhoff & Co Inc. Investors can use this information to make informed investment decisions and potentially benefit from the positive changes in value of the top holdings and biggest movers.