Atwood & Palmer Inc Q3 2023 vs. Q4 2023 13F Holdings Comparison

As the year comes to a close, it's essential for investment firms to analyze and compare their holdings. Atwood & Palmer Inc, a prominent investment firm, recently released its Q3 2023 and Q4 2023 13F holdings comparison. This comparison provides valuable insights into the changes in stockholdings over the past quarter. Let's dive deeper into the data and understand the shifts in their portfolio.

United Rentals Inc (URI) - Atwood & Palmer Inc held 79,660 shares of URI in Q3 2023, which reduced slightly to 78,490 shares in Q4 2023. The value of their holdings increased from $35,414,000 in Q3 to $45,007,000 in Q4, representing a 27.1% change.

D.R. Horton Inc (DHI) - The firm held 268,797 shares of DHI in Q3 and 264,889 shares in Q4. The value of their holdings increased from $28,887,000 in Q3 to $40,257,000 in Q4, indicating a significant 39.4% change.

Regeneron Pharmaceuticals (REGN) - Atwood & Palmer Inc had 45,325 shares of REGN in Q3 2023, which decreased slightly to 44,474 shares in Q4 2023. The value of their holdings decreased slightly from $37,300,000 in Q3 to $39,061,000 in Q4, reflecting a 4.7% change.

Janus Detroit Str Tr (JAAA) - The firm owned 701,681 shares of JAAA in Q3 and 715,660 shares in Q4. The value of their holdings increased from $35,315,000 in Q3 to $35,997,000 in Q4, representing a 1.9% change.

Ameriprise Finl Inc (AMP) - Atwood & Palmer Inc had 95,260 shares of AMP in Q3 2023, which reduced slightly to 93,818 shares in Q4 2023. The value of their holdings increased from $31,405,000 in Q3 to $35,634,000 in Q4, indicating a 13.5% change.

CDW Corp (CDW) - The firm held 157,119 shares of CDW in Q3 and 156,332 shares in Q4. The value of their holdings increased from $31,700,000 in Q3 to $35,537,000 in Q4, reflecting a 12.1% change.

iShares TR (SHY) - Atwood & Palmer Inc had 423,302 shares of SHY in Q3 2023, which increased to 431,776 shares in Q4 2023. The value of their holdings increased from $34,274,000 in Q3 to $35,422,000 in Q4, indicating a 3.3% change.

Alphabet Inc (GOOG) - The firm owned 241,335 shares of GOOG in Q3 and 242,403 shares in Q4. The value of their holdings increased from $31,820,000 in Q3 to $34,161,000 in Q4, reflecting a 7.4% change.

This comparison shows that Atwood & Palmer Inc made various adjustments to their holdings in Q4 2023 compared to Q3 2023. While some positions saw a decrease in shares, others experienced growth. Overall, the value of their portfolio increased, indicating positive performance.

It's crucial to note that these changes in holdings might be attributed to various factors such as market trends, company performance, and investment strategies. As an investment firm, Atwood & Palmer Inc constantly evaluates their holdings to ensure the best possible outcomes for their clients' portfolios.

In conclusion, the Q3 2023 vs. Q4 2023 13F holdings comparison provides a glimpse into the adjustments made by Atwood & Palmer Inc. By analyzing these changes, they gain valuable insights into their investment strategy and the performance of their holdings. As the market landscape evolves, it will be interesting to see how these adjustments contribute to their overall success.