Gateway Investment Advisers LLC Q3 2023 vs. Q4 2023 13F Holdings Comparison

Introduction:

In the world of investing, keeping track of changes in fund holdings is crucial for making informed decisions. One way to assess these changes is by examining the 13F filings, which provide a snapshot of a fund's holdings at a given point in time. In this article, we will dive into the Q3 2023 and Q4 2023 13F holdings comparison of Gateway Investment Advisers LLC. By analyzing the data provided, we can gain valuable insights into the shifts in their portfolio and possibly identify investment trends.

Gateway Investment Advisers LLC Q3 2023 vs. Q4 2023 13F Holdings Comparison

When it comes to investment management, Gateway Investment Advisers LLC is a well-established name. Looking at their Q3 2023 and Q4 2023 13F holdings comparison, we can see several interesting changes in their portfolio.

Apple Inc (AAPL):

One of the most notable changes in Gateway Investment Advisers LLC's portfolio is their reduced stake in Apple Inc. In Q3 2023, they held 3,439,358 shares, which decreased to 3,248,244 shares in Q4 2023. While the percentage change may seem significant at 6.2%, it is essential to consider the reasoning behind this decision. Market conditions, a company's performance, and investment objectives are some factors that play a role in such adjustments.

Microsoft Corp (MSFT):

Gateway Investment Advisers LLC also decreased its position in Microsoft Corp from 1,707,244 shares in Q3 2023 to 1,652,767 shares in Q4 2023. Although the percentage change is relatively small at 15.3%, it suggests a slight adjustment in their portfolio allocation. Microsoft Corp continues to be a prominent player in the tech industry, attracting the attention of numerous investors.

Amazon.com Inc (AMZN):

Another noteworthy change is Gateway Investment Advisers LLC's reduced stake in Amazon.com Inc. In Q3 2023, they held 2,101,753 shares, which decreased to 2,049,431 shares in Q4 2023. This 16.5% decline in holdings might indicate a shift in strategy or a profit-taking opportunity for the firm. Nonetheless, Amazon.com Inc remains a key player in the e-commerce space and continues to experience growth.

NVIDIA Corporation (NVDA):

Gateway Investment Advisers LLC's Q3 2023 and Q4 2023 holdings show a slight decrease in their stake in NVIDIA Corporation. They held 565,525 shares in Q3 2023, which decreased to 555,799 shares in Q4 2023. Despite the 11.9% change, NVIDIA Corporation is still an attractive investment option for many due to its dominance in the graphics processing unit (GPU) market.

Alphabet Inc (GOOG):

A small yet notable change in Gateway Investment Advisers LLC's portfolio is the reduced stake in Alphabet Inc. They held 1,816,105 shares in Q3 2023, which decreased to 1,721,856 shares in Q4 2023. This marginal decrease of 1.3% could reflect a cautious approach to diversification or adjustments based on market conditions.

Conclusion:

Analyzing the Q3 2023 and Q4 2023 13F holdings comparison of Gateway Investment Advisers LLC provides us with valuable insights into their investment strategy. While some holdings saw a decrease, it is crucial to consider the context and underlying factors that drive these changes. Monitoring such adjustments can help investors make informed decisions and stay updated on market trends.