Tracking De Burlo Group's Q3 to Q4 2022 Investment Portfolio Changes
Ava Hoppe | 23 April, 2023
De Burlo Group is a leading investment firm that specializes in equity and fixed-income strategies for high net worth individuals and institutions. In this blog post, we will analyze De Burlo Group's changes in holdings from Q3 2022 to Q4 2022 using a selection of their 13F holdings.
One noticeable trend in De Burlo Group's portfolio is their increased holdings in technology stocks like Apple (AAPL), Oracle Corp (ORCL), and Adobe Systems Incorporated (ADBE). While they decreased their holdings in Microsoft Corp (MSFT) and Amazon Com Inc (AMZN), they still held significant positions in these companies.
The firm also increased their holdings in pharmaceuticals, with a significant increase in their positions in Lilly Eli & Co (LLY), Merck & Co Inc (MRK), and Regeneron Pharmaceuticals (REGN). Additionally, they added to their positions in Unitedhealth Group Inc (UNH) and Abbott Labs (ABT), indicating a higher interest in healthcare stocks.
Another sector that saw an increase in De Burlo Group's holdings was financials, particularly with a notable 15.6% increase in its holding of Berkshire Hathaway Inc Del (BRK-B), as well as a higher position in JPMorgan Chase & Co (JPM).
On the other hand, the firm decreased its holdings in some industrials, such as Illinois Tool Wks Inc (ITW) and Masco Corp (MAS), while also reducing its position in Costco Whsl Corp New (COST), which experienced a significant dip in value.
Overall, De Burlo Group's changes in holdings indicate a continued focus on technology and healthcare stocks, with some diversification into financials. Given the current economic climate and market trends, only time will tell if these decisions prove profitable for the firm and its clients.
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