Analyzing Oxbow Advisors' Q3 and Q4 13F Holdings: Notable Changes and New Additions in 2022

Oxbow Advisors, LLC released its Q3 and Q4 13F holdings comparison for the year 2022. The report offers an insight into the changes made by the firm in its holdings between these two quarters. In this article, we will analyze the key changes in the holdings of the fund during these two periods.

One of the notable changes in the holdings of the Oxbow Advisors, LLC, is the addition of Getty Realty Corp to its portfolio. The company's holdings increased from 301478 shares in Q3 to 295587 shares in Q4, accompanied by a rise in the value of the shares from $8107,000 to $10005,000, representing a percentage change of 23.4%. Getty Realty Corp is a real estate investment trust that specializes in owning, leasing, and financing automotive service stations and convenience stores in the United States.

The report shows an increase in the fund's holdings in iShares Gold Trust (IAU) from 691419 shares in Q3 to 737811 shares in Q4. The value of the shares also increased from $21800,000 to $25520,000, representing a change of 17.1%. iShares Gold Trust is an exchange-traded fund that tracks the price of gold, making it an attractive investment option for investors looking to diversify their portfolio.

Despite being one of the most valuable companies in the world, Microsoft Corporation (MSFT) witnessed a decrease in the value of the shares held by Oxbow Advisors, LLC. The report shows a decrease in the number of shares held by the fund from 115318 shares in Q3 to 92722 shares in Q4. The value of the shares also dropped from $26858,000 to $22236,000, a change of -17.2%.

Apple Inc. (AAPL) also saw a decrease in the value of the shares held by the fund. Oxbow Advisors, LLC's holdings in Apple Inc. decreased from 197869 shares in Q3 to 151801 shares in Q4. The value of the shares also dropped from $27345,000 to $19723,000, a percentage change of -27.9%. Despite the decrease in holdings, Apple remains a strong investment option for many investors due to its high growth potential and strong financial performance.

One of the biggest increases in holdings was in Plains GP Holdings L.P. (PAGP). The report shows an increase in the number of shares held by Oxbow Advisors, LLC from 148497 shares in Q3 to 649927 shares in Q4. The value of the shares also increased from $1620,000 to $8085,000, representing a percentage change of 399.1%. Plains GP Holdings L.P. is a publicly traded master limited partnership that engages in the transportation, storage, and marketing of crude oil and natural gas liquids.

In conclusion, the Oxbow Advisors, LLC's Q3 and Q4 13F holdings comparison for the year 2022 highlights the changes made by the fund in its portfolio during these two periods. The report shows an increase in the fund's holdings in Getty Realty Corp and iShares Gold Trust, while a decrease in the value of the shares held in Microsoft Corporation and Apple Inc. was recorded. The addition of Plains GP Holdings L.P. to the portfolio added significant value to the fund's overall holdings. This report provides valuable insights into the investment strategies adopted by Oxbow Advisors, LLC, and can be a useful resource for investors looking to diversify their portfolio.