Insights Revealed in Thomas Story & Son LLC's Q3 vs. Q4 2022 Holdings Comparison Report

Thomas Story & Son LLC recently released their Q3 2022 vs. Q4 2022 13F Holdings Comparison report which outlines the changes in holdings of their fund. The report reveals a few interesting findings that could help investors make more informed decisions.

Firstly, it’s worth noting that the majority of stocks in the portfolio saw an increase in value over the quarter. This could be indicative of a broader market trend, but it also shows that the fund managers made some smart choices with their investments.

One of the top performers in the portfolio during Q4 2022 was Tractor Supply Co (TSCO), which saw a decrease in shares held but an increase in overall value. This suggests that the fund managers were bullish on the company’s performance, despite selling off some shares. It will be interesting to see if this trend continues in the coming quarters.

Another notable stock in the portfolio is Johnson & Johnson (JNJ), which saw a decrease in shares held and a slight increase in overall value. This is a good example of how changes in stock prices can affect an investor’s holdings, as the fund managers may have sold off some shares due to market conditions, but the remaining shares appreciated in value.

Procter And Gamble Co (PG) also saw a decrease in shares held, but a significant increase in overall value. This suggests that the fund managers were confident in the company’s long-term potential, despite selling off some shares in the short term.

On the other hand, some stocks in the portfolio saw a decrease in both shares held and overall value. Costco Wholesale Corp (COST) saw a decrease in both metrics, which could indicate that the fund managers were less confident in the company’s performance during the quarter.

Similarly, Alphabet Inc Cap Stock Cl A (GOOGL) saw a decrease in both shares held and overall value. This is a good example of how even the largest tech companies can experience fluctuations in stock value over time, making it important for investors to stay up to date with the latest market trends.

Interestingly, two stocks in the portfolio that previously had no shares held saw significant investment during Q4 2022. Noble Corp Ord A (NE) saw an investment of over 122,000 shares, while Berkshire Hathaway Inc Cl B (BRK-B) saw an increase of nearly 10% in shares held.

Overall, Thomas Story & Son LLC’s Q3 2022 vs. Q4 2022 13F Holdings Comparison report provides some valuable insight into the changes in holdings of their fund during the quarter. It’s important to note that changes in stock value can have a significant impact on the perceived performance of a stock, meaning that investors should always stay up to date with the latest market trends when making investment decisions.