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The Evolution of Cambridge Trust Co's Holdings: A Q3 2022 vs. Q4 2022 Analysis

Ava Hoppe | 29 April, 2023

As the world's economies fluctuate and evolve, so too do the investments of leading institutions. One such institution, Cambridge Trust Co, recently released their Q3 2022 and Q4 2022 13F Holdings Comparison report, detailing the changes in their investment portfolio. In this blog post, we will analyze the report and examine the changes in holdings within the fund.


Cambridge Trust Co is a leading wealth management institution, responsible for managing assets on behalf of high net-worth individuals and institutions. As an investment firm, the company aims to navigate increasingly complex markets while delivering stable returns. Within their portfolio are a diverse range of equities, bonds, and other financial instruments. By analyzing their Q3 2022 and Q4 2022 13F Holdings Comparison report, we can gain insight into the current investment strategies of the firm and identify trends that could inform our own investment decisions.

Main Body

As we begin our analysis, it is important to note that there have been both increases and decreases in holdings across different sectors. For example, Apple Inc saw a decrease in shares from 824,691 to 773,967, whereas Exxon Mobil Corp saw an increase from 495,928 to 502,972. Despite this fluctuation, certain patterns start to emerge when we group holdings into sectors.


One industry that made a significant impact on Cambridge Trust Co's holdings is the technology sector. For example, Microsoft Corp saw a decrease from 404,988 to 391,062 shares, while Alphabet Inc saw a decrease from 45,4190 to 438,265 shares. However, Adobe Inc saw an increase from 73,792 to 70,736 shares. The technology sector continues to drive growth in the US economy, and despite some of the decreases in holdings, it is likely that this trend will continue in the foreseeable future.


Another sector with significant holdings by Cambridge Trust Co is the finance industry. For example, JPMorgan Chase & Co saw a decrease in shares from 388,064 to 377,351, while Bank of America Corp saw an increase in shares from 1,034,458 to 934,020. This is consistent with a broader trend for the finance industry, which has performed well in recent years. Many institutional investors such as Cambridge Trust Co continue to hold a significant amount of financial stocks in their portfolio due to the relatively high-yield dividends and a perceived lack of significant risk.


The healthcare sector is another industry that saw significant changes in holdings. For example, UnitedHealth Group Inc saw a decrease in shares from 135,758 to 133,678, while Bristol-Myers Squibb Co saw an increase in shares from 423,724 to 476,766. Many of the world's leading pharmaceutical companies have benefitted from the COVID-19 pandemic, with an increased focus on drug treatments and vaccines. It is likely that this trend will continue, with healthcare being considered a safe and reliable investment from which investors can reliably generate solid returns.


Lastly, the energy sector saw some significant changes in holdings, with Exxon Mobil Corp seeing an increase in shares from 495,928 to 502,972, and NextEra Energy seeing an increase from 376,876 to 424,153. The increasing global focus on renewable energy is creating a shift in the energy industry, though oil and gas still play a vital role in our daily lives. Cambridge Trust Co's decision to invest in both fossil fuel and renewable energy suggests a diversified approach that reflects the broader market.


In conclusion, Cambridge Trust Co's Q3 2022 vs. Q4 2022 report reveals that the company has made significant changes to its holdings across various industries. Despite some decreases in holdings, the technology and financial sectors remain vital parts of Cambridge Trust Co's portfolio, and they have also invested heavily in the healthcare and energy sectors reflecting the broader market trends. While past performance is not indicative of future results, understanding the strategies of leading institutional investors can inform our own investment decisions.

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