Analyzing Neville Rodie & Shaw Inc's Q4 2022 vs. Q1 2023 - A Holding Comparison
Ava Hoppe | 24 April, 2023
Investing in the stock market requires a lot of patience, knowledge, and understanding of the market trends. As an investor, you need to keep a close eye on the holdings of the investment funds you are interested in. In this blog post, we will compare the holdings of Neville Rodie & Shaw Inc in the fourth quarter of 2022 with the first quarter of 2023.
Neville Rodie & Shaw Inc is one of the best investment management companies known for their research, analysis, and investment strategies. The company has a diverse portfolio of companies in different sectors. Their goal is to grow their clients' wealth by investing their money in companies with good financial health, strong management, and potential for growth.
We will analyze the 13F holdings comparison between Q4 2022 and Q1 2023 of the following top holdings in the portfolio:
- Apple Inc (AAPL)
- Microsoft Corp (MSFT)
- Thermo Fisher Scientific Inc (TMO)
- Johnson & Johnson (JNJ)
- Alphabet Class A (GOOGL)
Apple Inc (AAPL)
In Q4 2022, Neville Rodie & Shaw Inc held 686,480 shares in Apple Inc, with a value of $89,194,000. This number dropped to 679,884 shares in Q1 2023, with a significant decrease in value to $112,000. The percentage change for the holding of Apple Inc in Neville Rodie & Shaw Inc's portfolio from Q4 2022 to Q1 2023 is -99.9%.
Microsoft Corp (MSFT)
Neville Rodie & Shaw Inc held 173,134 shares in Microsoft Corp in Q4 2022, with a value of $41,521,000. In Q1 2023, they held 171,006 shares, with a value of $49,000. The percentage change for the holding of Microsoft Corp in Neville Rodie & Shaw Inc's portfolio from Q4 2022 to Q1 2023 is -99.9%.
Thermo Fisher Scientific Inc (TMO)
In Q4 2022, Neville Rodie & Shaw Inc held 87,042 shares in Thermo Fisher Scientific Inc, with a value of $47,933,000. In Q1 2023, they held 84,968 shares, with a value of $48,000. The percentage change for the holding of Thermo Fisher Scientific Inc in Neville Rodie & Shaw Inc's portfolio from Q4 2022 to Q1 2023 is -99.9%.
Johnson & Johnson (JNJ)
Neville Rodie & Shaw Inc had 236,226 shares in Johnson & Johnson in Q4 2022, with a value of $41,730,000. This number went down to 233,432 shares in Q1 2023, with a value of $36,000. The percentage change for the holding of Johnson & Johnson in Neville Rodie & Shaw Inc's portfolio from Q4 2022 to Q1 2023 is -99.9%.
Alphabet Class A (GOOGL)
Neville Rodie & Shaw Inc had 325,640 shares in Alphabet Class A in Q4 2022, with a value of $28,731,000. This number decreased to 308,535 shares in Q1 2023, with a value of $32,000. The percentage change for the holding of Alphabet Class A in Neville Rodie & Shaw Inc's portfolio from Q4 2022 to Q1 2023 is -99.9%.
Conclusion
From the comparison of Neville Rodie & Shaw Inc's holdings in Q4 2022 and Q1 2023, we can see that there has been a decrease in the number of shares held in each company. It appears that the company is slowly diversifying its portfolio and investing in different companies in different sectors. However, it is important to note that the performance of these companies can be impacted by different factors such as the economy, industry trends, and company-specific events. As such, investors should take not only these holdings but other relevant factors into consideration when making investment decisions.
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