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Comparing Karpas Strategies LLC's Q3 2022 and Q4 2022 13F Holdings

Ava Hoppe | 23 April, 2023

Karpas Strategies LLC is a privately held investment management firm that specializes in alternative asset management strategies. Their Q3 2022 and Q4 2022 13F filings revealed significant changes in their holdings, with several companies increasing or decreasing their position.

Johnson & Johnson (JNJ) and Merck & Co Inc (MRK) have both seen an increase in their position since Q3 2022. Johnson & Johnson's shares rose by 0.072%, and Merck & Co Inc's shares rose by 0.081%, according to the filings. Charles Schwab Corp (SCHW) also saw an increase in its shares during Q4, with an increase of 0.156% compared to Q3.

Meanwhile, Brookfield Asset Management (BAM.TO), Brookfield Renewable Partners (BEP), and Blackstone Secured Lending Fund (BSL) were some of the companies that saw a decrease in their position in the Q4 2022 filing. Brookfield Asset Management's shares were completely liquidated, while Brookfield Renewable Partners' shares saw a drop of 0.191%. Blackstone Secured Lending Fund's shares also saw a 100% reduction in the Q4 filing.

Among the companies that saw an increase in their position are Brookfield Corp CL A Limited VT Sh (BN.TO), Texas Intrs Inc (TXN), and Walt Disney Co (DIS). Brookfield Corp CL A Limited VT Sh's shares increased from 0 to 714,115, Texas Intrs Inc's shares remained at 47,735, and Walt Disney Co saw an increase to 53,470 shares.

Furthermore, the energy sector saw mixed changes in holdings. OneOK Inc (OKE) saw an increase in their share count by 0.294% to 72,198, while Phillips 66 (PSX) saw an increase of only 0.096%. Exxon Mobil Corp (XOM), Chevron Corp (CVX), and ConocoPhillips (COP) ended Q4 with shares equal to their Q3 numbers.

In the finance sector, Citigroup Inc (C) saw an increase in their position by 0.029%, with shares rising to 61,449 in Q4. Meanwhile, American Express Co (AXP) saw a decrease to 7,917 shares, while Bank of New York Mellon Corp (BK) and US Bancorp Del (USB) both saw an increase in their position as well.

Conclusion

Karpas Strategies LLC's Q3 2022 and Q4 2022 13F filings show that the company has made significant changes to their holdings over the past quarter. While some companies like Johnson & Johnson, Merck & Co Inc, and Charles Schwab Corp have seen an increase in their position, others like Brookfield Asset Management, Brookfield Renewable Partners, and Blackstone Secured Lending Fund saw a reduction in their position. Additionally, the finance and energy sectors both saw mixed changes in holdings. It remains to be seen how these investment decisions will affect Karpas Strategies LLC's investment performance.

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