Analyzing Epoch Investment Partners' Q3-Q4 2022 13F Holdings Comparison: Top Gains, Top Losers, and Changes Made

Epoch Investment Partners, Inc. is a disciplined, research-driven investment firm that manages money for institutional clients. As of Q4 2022, they held a total of 58 stocks with a total value of $15.8 billion. In this blog post, we will delve into some of the changes in their holdings between Q3 and Q4 of 2022 by analyzing their 13F holdings comparison.

Microsoft Corp (MSFT) had the highest number of shares held by Epoch Investment Partners, Inc. in Q3 2022 with a staggering 1,995,243 shares, which amounted to $464,691. However, in the following quarter, their shares in Microsoft were reduced by 11.2% to 1,773,802 shares, bringing their value down to $425,393. This decrease in the number of shares held by Epoch Investment Partners, Inc. in Q4 reflects a general trend observed amongst the top holdings, where many companies saw a reduction in the number of shares held by the company.

One of the few stocks that saw an increase in shares held by Epoch Investment Partners was Unitedhealth Group Inc. (UNH). The company saw a 16.7% increase in the number of shares held by Epoch Investment Partners, Inc. from Q3 to Q4 2022; from 460,857 shares in Q3 to 512,296 shares in Q4. The value of these shares also increased from $232,752 to $271,609, an increase of 16.7%.

Epoch Investment Partners, Inc. also saw a significant increase in holdings of Berkshire Hathaway Inc. Del (BRK-B), with a massive 65% increase in the number of shares held. This increase made the company's shares the 5th largest holding of Epoch Investment Partners, Inc. with a value of $217,111.

Chevron Corp New (CVX) and JPMorgan Chase & Co (JPM) also made it to the list of top gains, respectively. Chevron saw a 65.4% increase in the value of their shares, with a rise in shares from 912,381 to 1,207,824. JPMorgan Chase & Co also saw a 32.1% increase in the value of shares held from 1,505,311 to 1,549,132.

On the other hand, some companies saw a significant decrease in their position. Alphabet Inc (GOOG) wa the top loser with a substantial drop in shares held by Epoch Investment Partners, Inc. with a 26.9% decrease in the value of their shares from $196,529 in Q3 to $143,739 in Q4. Other companies that showed drops in the value of shares held were Vertex Pharmaceuticals Inc (VRTX) with a 26.1% decrease, Analog Devices Inc (ADI) with a 14.6% decrease, and Pfizer Inc (PFE) which went down by 15.4%.

Furthermore, some of the companies that Epoch Investment Partners, Inc. held in Q3 2022 were no longer there in Q4 2022. One such company was Humana Inc (HUM), the shares of which were completely sold off. Comcast Corp New (CMCSA) saw a small tick up by 14.9%, whereas Nutrien Ltd (NTR.TO) saw a significant 15.3% decrease.

In conclusion, it is essential to note that there is a difference in strategy for different investors, considering factors such as risk profile, investment objectives, and investment style. However, the Q3 2022 vs. Q4 2022 13F Holdings Comparison from Epoch Investment Partners can provide insights on the trends exhibited in the investment world in late-2022. The changes can provide a glimpse into the thinking and approach of some of the most experienced and respected investors; it can also provide valuable information to investors seeking to balance their portfolios.