Analyzing Boston Research & Management's Q3-Q4 2022 13F Holdings Report: A Look at the Top Changes and Trends

Boston Research & Management Inc recently released its 13F holdings report for Q3 and Q4 of 2022, revealing some interesting insights into how the world of finance is evolving. As always, there were some major changes in holdings, with some companies surging up the list, while others saw a sharp drop.

In this blog post, we'll take a deep dive into the report to uncover key trends and changes in holdings.

Introduction

Boston Research & Management is one of the most respected names in the world of finance. The firm's quarterly holdings reports have become an essential resource for investors and financial analysts alike. The Q3 and Q4 13F Holdings Report is no exception, containing valuable insights that can help investors make informed decisions.

Main Body

The report revealed that iShares Core S&P 500 ETF (IVV) and Microsoft Corp (MSFT) continue to hold the top two positions. IVV added 4,433,100 shares, or 13.86%, to its holdings, while MSFT added 69,100 shares, or 0.14%. Both companies saw increases in the value of their holdings as well, with IVV's value increasing by 22% and MSFT's by 2.8%.

AbbVie Inc (ABBV) dropped down one spot to third place, with a 17.9% decrease in shares and an 18.8% decrease in value. Tractor Supply Co (TSCO) also saw a decline, dropping 1.5 million shares, or 2.4%, and 18.1% in value.

In contrast, Xylem Inc (XYL) was the biggest gainer, jumping up to the 8th spot with a 26% increase in value and 2.52% in shares. Merck & Co. Inc (MRK) ranked 11th, saw a boost in value of 26.3% and 1.86% in shares.

Interestingly, the report also revealed a few unexpected changes. Apple Inc. (AAPL) fell from its position in the seventh spot with a 6.1% decrease in value and 0.08% increase in shares, despite the launch of the iPhone 14 towards the end of the quarter. Similarly, Alphabet, Inc. (GOOGL) dipped down to the 23rd spot, with a 7.9% decrease in value and a 0.11% decrease in shares.

Conclusion

Overall, the Q3-Q4 13F Holdings Report by Boston Research & Management revealed some significant changes in holdings of the biggest players in the market. As always, there were some movers and shakers, but it's clear that the market is still evolving in unexpected ways, with some companies outperforming and others struggling. It will be interesting to see how these companies perform in the coming months and what changes we can expect to see in the next 13F holdings report.