Shifting Investments: Crawford Investment Counsel Inc Q3 2022 vs. Q4 2022

In the world of finance, changes in investment holdings can indicate a lot about the investment strategies of prominent firms. Crawford Investment Counsel Inc, a well-known investment management firm, recently released its 13F filings for Q3 2022 and Q4 2022, revealing some significant changes in their holdings. We'll be taking a closer look at these changes to see what they could mean for Crawford Investment Counsel Inc and its clients.

First, let's take a look at the biggest winners in Crawford Investment Counsel Inc's portfolio changes. ABBVIE INC, one of the largest pharmaceutical companies globally, saw a 17.9% increase in shares held by Crawford Investment Counsel Inc between Q3 and Q4 2022. Similarly, COCA COLA CO and OMNICOM GROUP INC saw a significant increase in the number of shares held, jumping by 14.5% and 39.1% respectively. The values of these holdings in Q4 2022 saw a marked increase, reflecting the trust Crawford Investment Counsel Inc has in these corporations.

On the other hand, some companies experienced a significant reduction in their shares held by Crawford Investment Counsel Inc. CARDINAL HEALTH INC, for instance, saw a massive fall of 21.9% in the number of shares held between Q3 and Q4 2022. Some of the other companies that saw a decrease in shares held include GENUINE PARTS CO, LEGGETT & PLATT INC, and HUBBELL INC. These changes in holdings are indicative of Crawford Investment Counsel Inc's changing investment strategies, which may include cutting back on companies that pose a higher risk or investing in new up-and-coming firms.

Among the other notable changes in the portfolio of Crawford Investment Counsel Inc were significant increases in holdings of companies like TRUIST FINL CORP and ALEXANDRIA REAL ESTATE EQ IN. While the percentage increase in holdings in these companies is impressive, their overall value is still relatively low compared to some of the other big-ticket investments in their portfolio.

It is essential to note that, while the 13F filings for Q3 2022 and Q4 2022 show these changes in Crawford Investment Counsel Inc's holdings, they may not be wholly indicative of the firm's overall investment strategy as these filings only disclose the long holdings of the firm. It is possible that short or other investments are not disclosed in these filings.

In Conclusion, Crawford Investment Counsel Inc's Q3 2022 and Q4 2022 filings reveal that the firm is continuously refining its investment portfolio and looking for valuable opportunities for its clients. By investing in top-performing companies like ABBVIE INC, COCA COLA CO, and OMNICOM GROUP INC while cutting back on the riskier investments, they are positioning themselves to maximize returns while minimizing risk. While these changes in holdings are just a glimpse into the overall investment strategy of Crawford Investment Counsel Inc, they do provide valuable insight into these prestigious investment firms' thinking and are worth considering for investors looking to diversify their portfolios.