Avity Investment Management Inc.'s 13F Holdings Comparison: Q3 2023 vs. Q4 2023

Avity Investment Management Inc. is a renowned investment management company that handles a diverse portfolio of stocks and securities. In this blog post, we will take a closer look at the changes in their holdings from Q3 2023 to Q4 2023.

Apple Inc. (AAPL):

Avity Investment Management Inc.'s holdings in Apple Inc. saw a slight decrease from 360,977 shares in Q3 to 356,219 shares in Q4. Despite the slight decrease, the value of their holdings increased from $61,802,000 to $68,582,000, representing an 11% change.

CrowdStrike Holdings Inc. (CRWD):

Avity Investment Management Inc.'s holdings in CrowdStrike Holdings also experienced a decrease from 202,306 shares in Q3 to 196,294 shares in Q4. However, the value of their holdings increased significantly from $33,861,000 to $50,117,000, indicating a 48% change.

Amazon.com Inc. (AMZN):

Avity Investment Management Inc.'s holdings in Amazon.com Inc. showed a slight increase from 306,564 shares in Q3 to 312,125 shares in Q4. Furthermore, the value of their holdings grew from $38,970,000 to $47,424,000, representing a 21.7% change.

Amphenol Corp. (APH):

There was a marginal increase in Avity Investment Management Inc.'s holdings in Amphenol Corp. from 476,521 shares in Q3 to 477,157 shares in Q4. Additionally, the value of their holdings slightly increased from $40,022,000 to $47,300,000, indicating an 18.2% change.

PepsiCo Inc. (PEP):

Avity Investment Management Inc.'s holdings in PepsiCo Inc. saw a significant increase from 221,198 shares in Q3 to 273,373 shares in Q4. Moreover, the value of their holdings grew substantially from $37,479,000 to $46,429,000, reflecting a 23.9% change.

Microsoft Corp. (MSFT):

Avity Investment Management Inc.'s holdings in Microsoft Corp. showed a notable increase from 117,111 shares in Q3 to 121,715 shares in Q4. Additionally, the value of their holdings increased from $36,977,000 to $45,769,000, representing a 23.8% change.

Visa Inc. (V):

Avity Investment Management Inc.'s holdings in Visa Inc. observed a slight increase from 174,283 shares in Q3 to 175,688 shares in Q4. Furthermore, the value of their holdings increased from $40,086,000 to $45,740,000, indicating a 14.1% change.

ServiceNow Inc. (NOW):

There was a moderate increase in Avity Investment Management Inc.'s holdings in ServiceNow Inc. from 55,808 shares in Q3 to 57,385 shares in Q4. Additionally, the value of their holdings grew from $31,194,000 to $40,541,000, reflecting a 30% change.

Johnson & Johnson (JNJ):

Avity Investment Management Inc.'s holdings in Johnson & Johnson saw a minimal increase from 255,034 shares in Q3 to 257,315 shares in Q4. Moreover, the value of their holdings increased slightly from $39,721,000 to $40,331,000, indicating a 1.5% change.

Meta Platforms Inc. (META):

There was a marginal increase in Avity Investment Management Inc.'s holdings in Meta Platforms Inc. from 110,159 shares in Q3 to 112,851 shares in Q4. Additionally, the value of their holdings slightly increased from $33,070,000 to $39,944,000, suggesting a 20.8% change.

These are just a few examples of the changes in Avity Investment Management Inc.'s holdings from Q3 to Q4 in 2023. As an esteemed investment management company, Avity Investment Management Inc. continually adjusts its portfolio to optimize returns and react to market dynamics. This analysis showcases their ability to adapt to changing market conditions and make informed investment decisions.

Please note that the data presented in this blog post is for informational purposes only and should not be considered as investment advice. Individuals should conduct their own research or consult with a financial advisor before making any investment decisions.