The Top Holdings of Ycg, LLC: A Comparison of Q3 and Q4 2022

As we approach the end of the year, it's interesting to look back at how the holdings of Ycg, LLC have changed from Q3 to Q4 2022. While some stocks saw significant increases, others experienced a decline in shares. In this article, we'll take a closer look at the top holdings of Ycg, LLC and explore the reasons behind some of these changes.

Mastercard Incorporated (MA)

Mastercard remained the largest holding of Ycg, LLC in both Q3 and Q4 2022 with 180,139 and 179,131 shares, respectively. However, the value of these shares increased from $51,221,000 to $64,203,000 in Q4, representing a 25.3% change. This rise in value could be attributed to the increasing popularity of digital payments as well as strong earnings reports in the last quarter.

Microsoft Corp (MSFT)

Another tech giant, Microsoft, saw an increase in shares from 242,805 in Q3 to 250,102 in Q4, which resulted in a 6% jump in value. Microsoft's cloud services and software have been highly sought after, and its strong financial results helped the company increase its share price.

Amazon Com Inc (AMZN)

Amazon, one of the largest e-commerce companies in the world, saw a significant increase in shares from 465,561 in Q3 to 617,200 in Q4. Despite this increase, the value of Amazon shares only rose by 5.1% from $52,608,000 to $55,277,000. Experts believe that this increase in shares could be due to the overall growth of e-commerce in the last year.

Moodys Corp (MCO)

Moodys, the financial services company that specializes in credit ratings, remained a top holding of Ycg, LLC with 187,604 shares in Q3 and 187,770 shares in Q4. However, there was a significant increase in the value of these shares from $45,608,000 to $55,004,000, representing a 20.6% change. Moodys' revenue and earnings reports have been positive, contributing to the rise in value.

AON Plc (AON)

AON Plc, the insurance and risk management company, saw a decrease in shares from 158,425 in Q3 to 150,713 in Q4, resulting in a decline of 9%. However, the value of its shares increased by 9% from $42,437,000 to $46,276,000. This increase in value is believed to be due to strong financial results and increased demand for its risk management services.

CoStar Group Inc (CSGP)

CoStar Group saw the biggest decline in shares, dropping from 567,552 in Q3 to 460,198 in Q4, representing an 8.1% decrease. Despite this decline, the value of the shares only fell by 5.2% from $39,530,000 to $36,329,000. CoStar reported weaker-than-expected earnings, which caused a decline in its share price.

In conclusion, Ycg, LLC's holdings underwent some significant changes from Q3 to Q4 2022. While some companies, such as Mastercard and Microsoft, saw increases in shares and value, others, like CoStar, experienced a decline. It will be interesting to see how these holdings develop as we move into 2023, and what other changes may occur in the stock market.