Benson Investment Management Company, Inc. Q4 2022 vs. Q1 2023 13F Holdings Comparison

In the world of finance, there is a lot of emphasis placed on portfolio management. The success or failure of an investment portfolio can be determined by the changes in holdings that are made over a given period. Benson Investment Management Company, Inc. is a company that holds a diverse portfolio, and we will be comparing their 13F holdings for Q4 2022 against their Q1 2023 holdings.

In this article, you will get an in-depth analysis of the changes made by Benson Investment Management Company, Inc., including the shares, values, and percentage changes for each holding. With this information, readers can better understand the reasoning behind any adjustments made to the portfolio and what implications it could have for the future.

Let’s begin with one of the largest holdings, Apple Inc (AAPL). In Q4 2022, Benson held 60,415 shares, with a value of $7,849,000. By Q1 2023, there was a slight decrease in shares, with Benson holding 60,020 shares, with a value of $9,897,000, which represented a 26.1% increase in value.

Another big holding for Benson was Microsoft Corp (MSFT). In Q4, they held 37,196 shares, valuing at $8,920,000, while in Q1 2023, Benson held 33,795 shares with a value of $9,743,000, representing a 9.2% increase in value.

Berkshire Hathaway Inc Del (BRK-B) was one of the few holdings where Benson saw a slight decrease of 0.4%. The Q4 2022 report showed that Benson held 18,625 shares with a value of $5,753,000, while in Q1 2023, they held 18,560 shares with a value of $5,730,000.

Moving onto the biggest percentage increase shown in this report, we have Kroger Co (KR). In Q4 2022, Benson did not hold any shares of Kroger Co, but by Q1 2023, they acquired 108,089 shares with a value of $5,336,000.

In contrast, one of the biggest percentage decreases was seen in UnitedHealth Group Inc (UNH). In Q4 2022, Benson held 8,692 shares, valuing at $4,608,000. By Q1 2023, they still held the same number of shares, but they had a decreased value of $4,107,000, a reduction in 10.9%.

Lastly, Bank New York Mellon Corp (BK) was one holding where Benson reduced their position entirely, holding no shares in Q1 2023, compared to 84,540 shares with a value of $3,848,000 in Q4 2022.

In conclusion, Benson Investment Management Company, Inc. has made a few changes to their portfolio in Q1 2023, some with significant percentage increases and decreases while others have remained stable. Understanding these changes could assist readers in making more informed decisions when it comes to investment portfolio management.