The Rise and Fall of Delphi Management's Q3-Q4 13F Holdings: A Comprehensive Analysis

As the year 2021 came to a close, many companies and investors were preparing to release their end-of-year financial reports. One such company was Delphi Management Inc /Ma/, which recently released its Q3-Q4 13F holdings to the public. These holdings, which represent the holdings of over 40 stocks in the company's portfolio, offer a fascinating glimpse into the financial health of both the company and the broader market.

In this article, we'll take a closer look at Delphi Management's Q3-Q4 13F holdings, analyzing the changes and trends that took place over the course of the quarter. We'll examine the company's individual stock holdings, comparing the number of shares and value of those shares between Q3 and Q4 of 2021. Additionally, we'll explore some of the broader market trends that these holdings may reflect.

First, let's take a closer look at some of the individual stocks that saw significant changes in Delphi Management's portfolio. One of the most notable changes was in the company's holdings of Apple Inc. (AAPL), which decreased by 260 shares between Q3 and Q4. Despite this decrease, however, the value of Delphi's holdings in Apple increased from $2.4 billion to $3.0 billion, representing a 23.6% increase. Other notable increases in value included Abbott Laboratories (ABBV), which increased by 29.7%, and Micron Technology Inc. (MU), which increased by 38.4%.

On the other hand, there were also some notable decreases in value among Delphi's holdings. LyondellBasell Industries (LYB), for instance, saw its value decrease by a staggering 25.5% between Q3 and Q4. Antero Resources Corp. (AR), meanwhile, saw a 100% decrease in the number of shares held by Delphi, dropping from 33,568 shares in Q3 to 0 shares in Q4.

Looking at the bigger picture, it's worth examining some of the trends that these individual holdings may reflect. For example, the fact that Delphi decreased its holdings in Apple despite an increase in value may suggest that the company is taking a more cautious approach to the notoriously volatile tech sector. At the same time, the significant increase in value for companies like Abbott Laboratories and Micron Technology may reflect a broader trend towards investing in healthcare and technology companies in the wake of the ongoing COVID-19 pandemic.

Elsewhere in the market, we saw some intriguing developments over the course of Q3 and Q4. Many investors were keeping a close eye on the ongoing struggles of companies like Disney (DIS) and AutoZone (AZO), both of which saw notable decreases in value over the quarter. Conversely, companies like Arrow Electronics Inc. (ARW) and West Fraser Timber Co. (WFG.TO) saw significant increases in value, perhaps reflecting a broader trend towards companies in the technology and timber industries.

All in all, Delphi Management's Q3-Q4 13F holdings offer a fascinating glimpse into both the company's own financial health and the broader market trends that are shaping the investment landscape. By analyzing these holdings in-depth, investors can gain valuable insights into where the markets are headed in the months and years to come.