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Shifting Landscape: An Overview of American Assets Investment Management's Q3 to Q4 2022 13F Holdings

Ava Hoppe | 2 May, 2023

American Assets Investment Management, LLC has recently released its Q3 to Q4 2022 13F Holdings report, which has shown a significant shift in their portfolio. The holdings have been analyzed to understand what has changed and why it matters. In this article, we will provide an overview of the changes and what they mean for American Assets Investment Management.

Looking at the data, we can see that American Assets Investment Management's top holdings remained largely the same. ExxonMobil Corp (XOM) maintained its top spot, with 410,000 shares, and American Assets TR Inc (AAT) held steady at number two with 1,475,336 shares. However, there were significant changes in other holdings, such as TotalEnergies SE (TOT) with 150,000 shares in Q4 2022, compared to zero shares in Q3.

The most dramatic increase in holdings came from Shell PLC (SHEL) with an increase of 50% from 171,000 shares in Q3 to 221,000 shares in Q4 2022. Meanwhile, Caterpillar Inc (CAT) increased by 46% to 45,000 shares in Q4 and Phillips 66 (PSX) increased by 29% to 127,800 shares in Q4.

In contrast, there were some significant decreases in holdings, such as Apple Inc (AAPL) with a decrease of 6% from 210,000 shares in Q3 to 210,000 shares in Q4 2022. CVS Health Corp (CVS) also saw a decrease of 2.3% in their shares from 80,000 in Q3 to 80,000 in Q4.

One notable change was the addition of Para (PARA) to the top 50 holdings, with an increase of 50.7% from Q3 to Q4 2022. Toyota Motor Corp (TM) also saw a modest increase of 4.8% in shares from 30,000 in Q3 to 30,000 in Q4.

The changes in holdings can be attributed to several factors, such as market conditions, company performance, and investment strategies. For example, the increase in holdings for Shell could be due to its transition to low-carbon energy, making it an attractive long-term investment for American Assets Investment Management.

Additionally, the decrease in holdings for Apple could be attributed to the supply chain issues the company has been facing and its potential impact on future revenues.

In conclusion, changes in holdings in American Assets Investment Management's Q3 to Q4 2022 13F Holdings report reflect the dynamic nature of investment portfolios. The addition and reduction of holdings are often made with careful consideration of market conditions and performance. This analysis provides a glimpse into American Assets Investment Management's investment strategy, which remains focused on long-term growth potential.

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