Analyzing Millrace Asset Group's Q3 2022 vs. Q4 2022 13F Holdings Comparison: Notable Changes in Equity Portfolio Holdings.

Millrace Asset Group, Inc. is a well-known investment management firm that has a strong track record of managing equity funds. The company uses a data-driven and research-driven approach to investment management, which is evident in their portfolio holdings. In recent quarters, Millrace Asset Group has made significant changes to their equity portfolio, as evidenced by their Q3 2022 vs. Q4 2022 13F Holdings Comparison.

This comparison is based on the company's 13F filings with the Securities and Exchange Commission (SEC), which are required by law to be released to the public every quarter. These filings provide detailed information about the company's holdings, including the name of the issuer, the type of option, the number of shares held, the value of those shares, and the percentage change in holdings between quarters. Let's take a closer look at the changes in Millrace Asset Group's portfolio.

First on the list is Cambium Networks Corp (CMBM). Between Q3 and Q4 2022, Millrace Asset Group reduced its holdings from 211,070 shares to 202,717 shares, a decrease of 23%. However, the value of these shares increased from $3,571,000 to $4,393,000, a significant increase of 23%. Despite the reduction in share count, the company clearly still has confidence in Cambium Networks Corp.

Secondly, Harmonic Inc (HLIT) also saw changes in its holdings. Millrace Asset Group increased its holdings of Harmonic Inc from 312,063 shares to 329,131 shares, a significant increase of 5.7%. The value of these shares also increased from $4,079,000 to $4,312,000, indicating that Millrace Asset Group is bullish on the future of Harmonic Inc.

Thirdly, Neuronetics Inc (STIM) saw a significant change in its holdings in the same quarter. Millrace Asset Group reduced its holdings of Neuronetics Inc from 645,401 shares to 597,984 shares, a decrease of 100.2%. However, the value of these shares increased from $2,052,000 to $4,108,000, a massive increase of 100.2%. This suggests that the company sold a significant amount of stock but still has high confidence in the future of Neuronetics Inc.

Fourthly, Yatra Online Inc (YTRA) also saw changes in its holdings. Millrace Asset Group increased its holdings of Yatra Online Inc from 1,678,879 shares to 1,679,977 shares, an increase of 8.1%. The value of these shares also increased from $3,744,000 to $4,049,000, indicating that the company believes Yatra Online Inc has strong growth potential.

Fifthly, SunOpta Inc (STKL) was also impacted by changes in holdings. Millrace Asset Group increased its holdings of SunOpta Inc from 338,238 shares to 446,096 shares, a significant increase of 22.3%. The value of these shares also increased from $3,078,000 to $3,765,000, indicating that the company has high confidence in the future of SunOpta Inc.

One of the most significant changes in holdings for Millrace Asset Group over the quarter was in The Real Good Food Co Inc/The (RGF). The company increased its holdings to a massive degree, from 333,666 shares to 398,788 shares, an increase of 22.7%. The value of these shares also increased from $2,155,000 to $2,644,000, indicating that Millrace Asset Group has high confidence in the future of The Real Good Food Co Inc/The.

In conclusion, Millrace Asset Group has undergone significant changes in its equity portfolio with a notable increase in holdings in some companies and a reduction in others. This shows that the company continues to stay updated on market trends and adjust its portfolio accordingly. Overall, these changes indicate that Millrace Asset Group believes in the future potential of these companies.