Marietta Investment Partners LLC Q3 2022 vs. Q4 2022: A Comparison of Holdings

As an investor, keeping an eye on the holdings of various funds can provide valuable insights into the market and help make informed decisions. One such report, the Form 13F, provides a snapshot of the changes in holdings of a particular fund. In this article, we'll take a closer look at the Q3 2022 vs. Q4 2022 13F holdings comparison of Marietta Investment Partners LLC.

Marietta Investment Partners LLC is an investment management firm that focuses on providing investment advisory services to high net worth individuals and institutions. According to the Q3 2022 and Q4 2022 13F filings, the firm made several changes to its holdings in the last quarter of 2022.

Let's take a look at some of the notable changes in the holdings of Marietta Investment Partners LLC.

Apple Inc. (AAPL):

Marietta Investment Partners LLC decreased its holdings of Apple Inc. by 8.6%, from 182,346 shares in Q3 to 177,548 shares in Q4. The value of these shares also decreased from $25,233,000 to $23,068,000.

Microsoft Corporation (MSFT):

In contrast to its Apple holdings, Marietta Investment Partners LLC increased its holdings of Microsoft Corporation by a marginal 8%, from 61,487 shares in Q3 to 61,332 shares in Q4. The value of these shares increased from $13,613,000 to $14,708,000.

HDFC Bank Ltd. (HDB):

Marietta Investment Partners LLC decreased its holdings of HDFC Bank Ltd. by 7.2%, from 149,558 shares in Q3 to 147,950 shares in Q4. The value of these shares increased from $9,439,000 to $10,121,000.

Thermo Fisher Scientific Inc. (TMO):

Marietta Investment Partners LLC significantly decreased its holdings of Thermo Fisher Scientific Inc. by 12.2%, from 22,757 shares in Q3 to 17,980 shares in Q4. The value of these shares decreased from $11,277,000 to $9,901,000.

Cigna Corp New (CI):

Marietta Investment Partners LLC increased its holdings of Cigna Corp New by 9.8%, from 27,047 shares in Q3 to 28,863 shares in Q4. The value of these shares increased from $8,713,000 to $9,563,000.

Ulta Beauty Inc. (ULTA):

Marietta Investment Partners LLC decreased its holdings of Ulta Beauty Inc. by 6.1%, from 23,174 shares in Q3 to 19,397 shares in Q4. The value of these shares also decreased from $9,694,000 to $9,098,000.

Merck & Co Inc. (MRK):

Marietta Investment Partners LLC increased its holdings of Merck & Co Inc. by 15.4%, from 79,211 shares in Q3 to 81,707 shares in Q4. The value of these shares increased from $7,858,000 to $9,065,000.

Novo-Nordisk A S (NVO):

Marietta Investment Partners LLC maintained its holdings of Novo-Nordisk A S with 63,095 shares in both Q3 and Q4. The value of these shares increased from $7,093,000 to $8,538,000.

These are just some of the many changes in holdings made by Marietta Investment Partners LLC. It's essential to note that these changes are not necessarily indicative of the firm's overall opinion of the companies mentioned. They could reflect a shift in the firm's investment strategy, profit-taking, or more.

In conclusion, the Q3 2022 vs. Q4 2022 13F holdings comparison of Marietta Investment Partners LLC shows that the firm made both increases and decreases to its holdings in various companies. As investors, tracking these changes can help us stay informed on their investment strategy and make educated decisions based on that information.