Seizert Capital Partners, LLC Q3 2022 vs. Q4 2022 13F Holdings Comparison: An In-Depth Analysis of Stock Changes

Investors are always on the lookout for ways to maximize their returns, and one of the most common ways is to invest in stocks. Mutual funds are one of the most convenient ways for people to invest in a diversified portfolio of stocks without having to manage individual investments. Seizert Capital Partners, LLC is one such mutual fund that invests heavily in technology and healthcare stocks. In this article, we will take a closer look at the Seizert Capital Partners Q3 2022 vs. Q4 2022 13F Holdings Comparison and analyze the changes in the fund's holdings.

Introduction

Seizert Capital Partners, LLC is a US-based investment management firm founded in 2011, with over $2.7 billion in assets under management as of December 2021. The firm's investment philosophy is centered around bottom-up fundamental research, and they hold a concentrated portfolio of high conviction stocks. The Seizert Capital Partners mutual fund aims to achieve long-term capital appreciation by investing in small- to mid-cap companies that have the potential to outperform the market.

Main Body

The Seizert Capital Partners Q3 2022 vs. Q4 2022 13F Holdings Comparison report shows that the fund decreased its total number of shares from 30,147,682 to 29,543,015, a decrease of 2.0%. In terms of the value of holdings, the fund increased from $1,011,380 in Q3 2022 to $1,155,180 in Q4 2022, an increase of 14.2%. Let's take a closer look at some of the holdings that saw significant changes during this period.

Allison Transmission Holdings Inc. (ALSN)

The fund's holdings in Allison Transmission Holdings Inc. increased from 1,652,221 to 1,652,796 shares, a marginal increase of 0.03%. However, the value of the holdings increased significantly from $55,779,000 to $68,756,000, a jump of 23.3%. Allison Transmission is a leading manufacturer of transmissions for the commercial vehicle industry, and the company's strong performance led to an increase in Seizert's holdings.

AutoZone Inc. (AZO)

AutoZone is an American retailer of automotive parts and accessories. Seizert's holdings in the company decreased slightly from 19,277 to 19,253 shares, a decrease of 0.12%. However, the value of the holdings increased from $41,290,000 to $47,481,000, a jump of 15%. The company's strong financials and expanding global presence made it a promising investment for Seizert.

Regeneron Pharmaceuticals Inc. (REGN)

Regeneron Pharmaceuticals is a leading biotechnology company that focuses on developing innovative therapies for patients with serious diseases. The fund's holdings in Regeneron decreased from 71,478 to 62,726 shares, a decrease of 8.1%. Consequently, the value of the holdings decreased from $49,239,000 to $45,256,000, a decrease of 8.1%. This decrease in holdings could be due to an expectation of a decline in company performance or a change in investment strategy.

Apple Inc. (AAPL)

Apple Inc. is a world-renowned technology company that designs, develops, and sells consumer electronics, computer software, and online services. Seizert's holdings in the company decreased from 251,773 to 247,484 shares, a decrease of 1.7%. However, the value of the holdings decreased significantly from $34,795,000 to $32,155,000, a decrease of 7.6%. This could be due to a decline in the demand for Apple's products or a change in Seizert's investment strategy.

Conclusion

Seizert Capital Partners, LLC Q3 2022 vs. Q4 2022 13F Holdings Comparison report showed some interesting changes in the fund's holdings. The report demonstrates that even investment firms with a bottom-up fundamental investment philosophy as Seizert can change their portfolio in response to market trends and internal growth strategies.

Despite the decrease in the total number of shares held by the fund, the value of the holdings increased significantly, which could be a positive sign for the investors. However, given that the report only covers two quarters, it is difficult to predict the future performance of individual stocks in Seizert's portfolio.

Investors should carefully examine the holdings of any mutual fund before investing, as past performance is not necessarily indicative of future results. Investment decisions should take into account the investor's financial goals, investment time horizon, and risk tolerance.