Birch Hill Investment Advisors LLC Q1 2023 vs. Q2 2023 13F Holdings Comparison

As an astute investor, it's essential to stay updated on the latest market trends and changes in holdings of funds. One important aspect of this is analyzing the 13F holdings, which provide insights into the buying and selling activities of institutional investors.

In this article, we'll examine the Q1 2023 vs. Q2 2023 13F holdings comparison of Birch Hill Investment Advisors LLC, a prominent investment firm. By delving into their portfolio, we can gain valuable information about their investment strategy and identify potential market trends.

Microsoft Corporation (MSFT):

Birch Hill Investment Advisors LLC reduced their holdings of Microsoft Corporation by 16,953 shares from Q1 2023 to Q2 2023. This represents a decrease of 5.34%. The value of their holdings also decreased from $91,583,000 to $102,405,000, indicating a change of 11.8%.

Berkshire Hathaway Inc Del (BRK-B):

During the same period, Birch Hill Investment Advisors LLC slightly reduced their holdings of Berkshire Hathaway Inc Del by 3,906 shares, representing a decrease of 1.59%. The value of their holdings decreased from $75,849,000 to $82,435,000, showing a change of 8.7%.

Marsh & McLennan Companies Inc (MMC):

Birch Hill Investment Advisors LLC made minimal changes in their holdings of Marsh & McLennan Companies Inc during Q1 2023 to Q2 2023. The number of shares held decreased by 1,720 shares, representing a decline of 0.39%. However, the value of their holdings increased from $72,835,000 to $81,927,000, indicating a change of 12.5%.

Fiserv Inc (FISV):

In the case of Fiserv Inc, Birch Hill Investment Advisors LLC increased their holdings by 12,329 shares, representing a growth of 1.99% from Q1 2023 to Q2 2023. The value of their holdings also grew from $69,979,000 to $79,657,000, showing a change of 13.8%.

Amazon.com Inc (AMZN):

Birch Hill Investment Advisors LLC made a small decrease in their holdings of Amazon.com Inc by 6,781 shares, representing a decline of 1.17%. The value of their holdings decreased from $59,744,000 to $74,517,000, indicating a change of 24.7%.

Apple Inc (AAPL):

During the same period, Birch Hill Investment Advisors LLC slightly reduced their holdings of Apple Inc by 2,008 shares, representing a decrease of 0.55%. The value of their holdings decreased from $59,929,000 to $70,105,000, showing a change of 17%.

Vertex Pharmaceuticals Inc (VRTX):

Birch Hill Investment Advisors LLC reduced their holdings of Vertex Pharmaceuticals Inc by 4,835 shares from Q1 2023 to Q2 2023. This represents a decrease of 2.53%. The value of their holdings also decreased from $60,313,000 to $65,664,000, indicating a change of 8.9%.

Alphabet Inc (GOOGL):

During the same period, Birch Hill Investment Advisors LLC made minimal changes in their holdings of Alphabet Inc. There was a slight decrease of 6,514 shares, representing a decline of 1.21%. However, the value of their holdings increased from $55,719,000 to $63,518,000, indicating a change of 14%.

TJX Companies Inc New (TJX):

Birch Hill Investment Advisors LLC slightly reduced their holdings of TJX Companies Inc New by 17,715 shares from Q1 2023 to Q2 2023. This represents a decrease of 2.32%. The value of their holdings also decreased from $59,668,000 to $63,062,000, indicating a change of 5.7%.

Ecolab Inc (ECL):

In the case of Ecolab Inc, Birch Hill Investment Advisors LLC made minimal changes in their holdings. The number of shares held remained almost the same, with a minor decrease of 10 shares. However, the value of their holdings increased from $50,271,000 to $56,696,000, showing a change of 12.8%.

Rockwell Automation Inc (ROK):

Birch Hill Investment Advisors LLC made a small increase in their holdings of Rockwell Automation Inc by 30 shares, representing a growth of 0.02% from Q1 2023 to Q2 2023. The value of their holdings increased from $50,190,000 to $56,358,000, indicating a change of 12.3%.

Merck & Co Inc (MRK):

During the same period, Birch Hill Investment Advisors LLC slightly reduced their holdings of Merck & Co Inc by 4,909 shares, representing a decrease of 1.04%. The value of their holdings decreased from $50,096,000 to $53,767,000, showing a change of 7.3%.

Kroger Co (KR):

Birch Hill Investment Advisors LLC reduced their holdings of Kroger Co by 14,925 shares from Q1 2023 to Q2 2023. This represents a decrease of 1.64%. The value of their holdings also decreased from $44,884,000 to $43,431,000, indicating a change of -3.2%.

International Business Machs (IBM):

During the same period, Birch Hill Investment Advisors LLC slightly reduced their holdings of International Business Machs by 7,720 shares, representing a decrease of 2.73%. The value of their holdings decreased from $37,032,000 to $36,767,000, showing a change of -0.7%.

Intuit Inc (INTU):

Birch Hill Investment Advisors LLC made a small increase in their holdings of Intuit Inc by 6,184 shares, representing a growth of 8.44% from Q1 2023 to Q2 2023. The value of their holdings also grew from $32,728,000 to $36,469,000, showing a change of 11.4%.

These are just a few examples of the changes Birch Hill Investment Advisors LLC made to their 13F holdings in the first and second quarters of 2023. Analyzing these changes can provide valuable insights for other investors, guiding their own investment decisions. Always remember to conduct thorough research and consult with a financial advisor before making any investment choices.