Thompson Investment Management, Inc. Q4 2022 vs. Q1 2023 13F Holdings Comparison

Thompson Investment Management, Inc. is a well-known investment management firm that has been active in the market for a long time. The company is known for its impressive performance results and the variety of investment options that it offers to its clients. Recently, Thompson Investment Management, Inc. released its Q4 2022 vs. Q1 2023 13F holdings comparison, which showed some interesting trends. In this blog post, we will take a closer look at the report and analyze the changes in holdings of the fund.

The report showed that Thompson Investment Management, Inc. made significant changes to its portfolio during the period covered. The firm increased its holdings in some companies while reducing its stakes in others. Among the companies, Microsoft Corp, Alphabet Inc, and Qualcomm Inc. caught the most attention. Microsoft Corp's shares increased by 24.3%, while Alphabet Inc shares and Qualcomm Inc. shares rose by 26% and 16.2%, respectively.

On the other hand, Thompson Investment Management, Inc. reduced its stake in General Electric Co. by 18.4%, Corning Inc. by 31.8%, and Chevron Corp by 8.2%. The report also showed that some of the companies that experienced the most significant increases in their holdings include Bread Financial Holdings, Inc, Meta Platforms, Inc, and ViacomCBS Inc. Bread Financial Holdings, Inc. saw its stake rise by 15.7%, while Meta Platforms, Inc. had a 34.9% increase in stake, and ViacomCBS Inc. experienced a 12.4% rise.

The report also revealed other interesting trends during the period, such as the positive performance of PayPal Holdings Inc and Apple Inc, which saw their stake rise by 10.3% and 33.8%, respectively. Meanwhile, Bank of America Corp's stake was reduced by 3.6%, while Wells Fargo & Co.'s holdings decreased by 7.1%.

Investors looking to follow Thompson Investment Management, Inc.'s investment strategy can use this report as a guide. However, it is essential to note that this report does not provide information on why the company decided to increase or decrease its holdings in specific companies. Investors should conduct their research to make their own informed investment decisions.

In conclusion, Thompson Investment Management, Inc.'s Q4 2022 vs. Q1 2023 13F holdings comparison showed some significant changes in its portfolio. The company increased its holdings in some companies while decreasing them in others. Investors looking to follow the company's investment strategy can use this report as a guide and conduct their research before making any investment decisions.