Zacks Investment Management Q3 2022 vs. Q4 2022 13F Holdings Comparison

Zacks Investment Management recently released its Q3 2022 vs. Q4 2022 13F Holdings Comparison report, revealing significant changes in holdings across multiple funds. In this article, we’ll take a closer look at the report’s findings and what they mean for investors.

Chevron Corp New (CVX)

Chevron Corp New (CVX) saw the most substantial increase in holdings, with a 25.1% increase in shares from Q3 to Q4. This increase is consistent with the bullish outlook for oil prices, and investors may want to keep an eye on this sector as oil prices continue to rise.

Apple Inc (AAPL)

Apple Inc (AAPL), on the other hand, saw a 10% decrease in shares from Q3 to Q4, despite the company posting strong earnings last quarter. This decrease may be due to profit-taking, or investors may be repositioning their portfolios in anticipation of potential volatility in the market.

JPMorgan Chase & Co (JPM)

JPMorgan Chase & Co (JPM) saw a 37.5% increase in shares from Q3 to Q4, reflecting the company’s strong performance in the financial sector. With the Federal Reserve likely to raise interest rates soon, investors may want to consider adding financial stocks like JPMorgan to their portfolios.

Pfizer Inc (PFE)

Pfizer Inc (PFE) saw a 21.8% increase in shares from Q3 to Q4, indicating growing investor confidence in the pharmaceutical sector. As the COVID-19 pandemic continues, investors may want to consider adding pharmaceutical stocks to their portfolios as companies race to develop new treatments and vaccines.

Amazon.com Inc (AMZN)

Amazon.com Inc (AMZN) saw a 24.7% decrease in shares from Q3 to Q4, which may be due to concerns over the company’s high valuation. With online shopping becoming increasingly popular, however, investors may want to keep an eye on Amazon as it continues to dominate this sector.

Tesla Inc (TSLA)

Tesla Inc (TSLA) saw a significant decrease in shares, with a 54.6% decrease from Q3 to Q4. This decrease may be due to concerns over the company’s high valuation and uncertainty surrounding its ability to meet growing demand. With the electric vehicle market becoming increasingly competitive, investors may want to consider other options in the automotive sector.

Conclusion

The Zacks Investment Management Q3 2022 vs. Q4 2022 13F Holdings Comparison report reveals significant changes in holdings across multiple funds. While some sectors, such as oil and financials, saw increases in holdings, others, such as technology, saw decreases. As always, investors should consider their investment goals and risk tolerance when making investment decisions, and consult with a financial advisor if needed.