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Analyzing Isthmus Partners, LLC Q3 2022 vs. Q4 2022 13F Holdings Comparison

Ava Hoppe | 23 April, 2023

As the year draws to a close, it's time for investors to review their portfolios and consider which holdings they may want to buy, sell, or hold. One way to gain insight into the actions of institutional investors is to examine their 13F filings, which are quarterly reports disclosing their stock holdings.

In this blog post, we will take a look at the Q3 and Q4 2022 13F filings of Isthmus Partners, LLC to see what changes they made to their holdings. We will use the data provided in the CSV file to analyze the changes in shares held, value, and percentage change for each issuer.

Firstly, it's worth noting that Isthmus Partners, LLC did not make any changes to their holdings for some of the stocks listed, such as "ISHARES CORE MSCI EAFE ETF" and "ISHARES MSCI EMERGING MARKETS ETF". However, for other stocks, there was significant activity. For example, they increased their stake in "AMCOR PLC F" by 11% from Q3 to Q4 2022, maintaining their position as their top holding.

In contrast, Isthmus Partners, LLC decreased their holdings in other stocks by double digits, such as "PAYPAL HLDGS INC" and "CIGNA CORP". Interestingly, they also decreased their holdings in "MICROSOFT CORP" by a negligible amount of 0.1%, suggesting that they may believe in the long-term potential of the technology giant.

When considering the percentage change in holdings, it is vital to note that it does not necessarily reflect investor sentiment about a particular stock. For example, "TRACTOR SUPPLY CO" had a 19.1% increase in shares held, but its value only increased by 3.6%. Conversely, "SPDR S&P 500 ETF" had a massive 1,138.4% increase in value, but its shares held only increased by 1%.

Additionally, it's worth noting that while some of the percentage changes seem substantial at first glance, the actual change in shares held may be insignificant. For instance, "EBAY INC" had a relatively small decrease of 2.6%, which represents just over 2,500 shares.

In conclusion, Isthmus Partners, LLC made significant changes to their portfolio during Q3 and Q4 2022. Through analyzing their 13F filings, we can get an idea of how institutional investors are adjusting their positions as we move into the new year. It's essential to keep in mind that these filings are just a snapshot of institutional investor activity and shouldn't be taken as investment advice.

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