Birch Hill Investment Advisors LLC Q4 2022 vs. Q1 2023 13F Holdings Comparison

Investment managers use many strategies to make profits, and one of the most common is which stocks to buy, sell and hold. It is undoubtedly the most crucial aspect of an investment strategy. We will take a closer look at Birch Hill Investment Advisors LLC and its holdings, comparing its Q4 2022 and Q1 2023 in this blog post. Birch Hill Investment Advisors LLC is a Boston-based investment management company, managing over $1.5bn in assets, and it's Q4 2022 vs Q1 2023 holdings comparison will give us a real insight into the investment strategy of a professional investment manager.

Microsoft and Berkshire Hathaway Remain Key Holdings

Birch Hill Investment Advisors' top holdings in Q4 2022 and Q1 2023 did show some changes. In Q4 2022, the company's biggest holding was Microsoft, with 330,898 shares, while Berkshire Hathaway followed in a close second with 257,017 shares. However, by Q1 2023, the scenario had slightly changed. The number of Microsoft shares had decreased by 13,230 to total 317,668, while Berkshire Hathaway also experienced a decline in the number of shares, dropping from 257,017 to 245,651, a decrease of 4.5%. Despite the decreases, both stocks are still Birch Hill's top holdings.

Ecolab Inc and Kroger Co. Register Significant Growth

One of the most noteworthy changes in Birch Hill Investment Advisors' Q4 holdings to Q1 2023 holdings comparison is the significant change for Ecolab Inc and Kroger Co. Ecolab Inc, a global water, hygiene, and energy technologies company, saw a 20.7% increase in the number of shares from 286,184 in Q4 2022 to 303,701 in Q1 2023. Similarly, the number of Kroger Co shares in Birch Hill's portfolio grew by 28.6%, moving from 783,085 in Q4 2022 to 909,141 in Q1 2023.

Merck & Co. Inc and CVS Health Corp experience Decreased Positioning

The report also shows that Birch Hill Investment Advisors was reducing its position in several stocks early this year. Merck & Co. Inc, a leading global biopharmaceutical company, and CVS Health Corp, a pharmacy and healthcare company, saw a massive decrease in Birch Hill's portfolio. By Q1 2023, Birch Hill had decreased its Merck & Co Inc holding share by 25.6%, while CVS Health Corp had decreased by 21.5%.

Conclusion

In conclusion, Birch Hill Investment Advisors' Q4 2022 vs Q1 2023 holding comparison indicates some important trends. The reduction of share value in large-cap stocks such as Merck & Co Inc and CVS Health correlates with other investment managers who also sold positions within the same period. However, Ecolab and Kroget Co's increased positioning can be seen as a bullish indicator for the stocks. Nevertheless, with one of its largest holdings remaining Microsoft, the changes in the Birch Hill Investment Advisors' 13F holdings comparison in this period appear to show a broad-based strategy that includes both large-cap and mid-cap stocks.