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Trust Investment Advisors Q3 2022 vs. Q4 2022: A Look at the Changes in Fund Holdings

Ava Hoppe | 10 May, 2023

Trust Investment Advisors recently released their Q3 2022 and Q4 2022 13F holdings, showcasing the shifts in investments between the two quarters. While these filings aren't always indicative of a fund's overall strategy, they can provide valuable insights into how a fund manager might be repositioning their holdings.

Let's take a closer look at some of the key changes between Q3 2022 and Q4 2022.

Top Gainers:

- LLY ("LILLY ELI & CO"): LLY saw the biggest increase in share count, rising by 515 shares between the two quarters. The value of these holdings also rose by over $9 million, an impressive 16.3% increase.

- RIO ("RIO TINTO PLC"): While RIO only saw a modest increase in share count, from 38,270 to 37,351, the value of these holdings stood at $2.6 million by the end of Q4. This was an impressive 26.2% increase from the previous quarter.

- CAT ("CATERPILLAR INC"): CAT saw a significant increase in value between Q3 2022 and Q4 2022, with holdings rising in value from $1.33 billion to $2.01 billion - a 51.3% increase.

Top Losers:

- TGT ("TARGET CORP"): TGT's share count dropped by over 1,000 between Q3 2022 and Q4 2022. The value of the holdings also dropped by $151 million, representing an almost 12% decrease.

- PANW ("PALO ALTO NETWORKS INC"): PANW saw the biggest decrease in value, with holdings dropping in value by $250 million - a significant 18.6% decrease.

- DIS ("DISNEY WALT CO"): DIS saw a significant decrease in both share count and value between the two quarters. Share count dropped from 12,658 to 8,472, while the value of holdings dropped from $1.2 billion to $736 million - a sizable 38.4% decrease.

Other Changes Worth Noting:

- AAPL ("APPLE INC"): While AAPL saw only a modest decrease in share count, down by 1,465, the value of holdings dropped by $670 million - an 8.4% decrease.

- NVDA ("NVIDIA CORPORATION"): NVDA's share count only decreased by 57, but the value of these holdings rose significantly, from $591 million to $703 million - a 19% increase.

- CFG ("CITIZENS FINL GROUP INC"): CFG's share count only dropped by 293, but the value of these holdings dropped significantly, from $840 million to $567 million - a 32.4% decrease.

Overall, while there were certainly some big winners and losers among the fund's holdings, it's important to bear in mind that 13F filings only represent one snapshot in time. Nevertheless, tracking these filings can offer valuable insights into the strategies of major fund managers and the movements of key stocks and sectors. If you're interested in learning more about investment trends and fund holdings, be sure to stay tuned for future updates.

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