SFE Investment Counsel Q2 2023 vs. Q3 2023 13F Holdings Comparison

SFE Investment Counsel, a renowned investment firm, recently released its Q2 2023 vs. Q3 2023 13F holdings comparison report. This report provides valuable insights into the changing holdings of the fund during this period. Let's dive into the details and explore the notable changes that have occurred.

Apple Inc. (AAPL):

SFE Investment Counsel reduced its holdings in Apple Inc. by 13.9% during this period. The number of shares held decreased from 88,306 to 86,123, and the value dropped from $17,128,000 to $14,745,000.

Cleveland-Cliffs Inc. (CLF):

SFE Investment Counsel experienced a slight increase in its holdings in Cleveland-Cliffs Inc. The number of shares held rose from 729,463 to 740,287, resulting in a value of $12,225,000 in Q3 2023 compared to $11,570,000 in Q2 2023.

Qualcomm Inc. (QCOM):

SFE Investment Counsel also witnessed a marginal increase in its holdings in Qualcomm Inc. The number of shares held inched up from 95,428 to 96,506, while the value dropped slightly from $11,359,000 to $10,717,000.

JPMorgan Chase & Co. (JPM):

The fund experienced a minor decrease in its holdings in JPMorgan Chase & Co. The number of shares held decreased from 74,607 to 73,711, resulting in a value of $10,850,000 in Q3 2023 compared to $10,689,000 in Q2 2023.

NVIDIA Corporation (NVDA):

SFE Investment Counsel significantly reduced its holdings in NVIDIA Corporation, one of the leading tech companies. The number of shares held decreased from 27,501 to 24,000, resulting in a value of $11,633,000 compared to $10,439,000 in the previous quarter.

These are just a few notable changes in the holdings of SFE Investment Counsel. The report includes more companies and their corresponding changes in holdings during the Q2 2023 vs. Q3 2023 period. These changes reflect the dynamic nature of portfolio management and the strategy adopted by investment firms to optimize their holdings.

It is crucial to note that the 13F filing helps provide transparency to investors, giving them insights into the investment decisions made by prominent firms like SFE Investment Counsel. Investors can utilize this information to make informed decisions about their own portfolios.

In conclusion, the Q2 2023 vs. Q3 2023 13F holdings comparison report by SFE Investment Counsel sheds light on the changing landscape of their portfolio. The fund made strategic decisions to adjust its holdings in various companies, reflecting their investment strategy during this period. As always, it is recommended for investors to conduct thorough research and analysis before making any investment decisions.