Bell Asset Management Ltd Q3 2022 vs. Q4 2022 13F Holdings Comparison

In the world of finance, change is constant. This is especially true in the world of asset management, where holdings can shift on a dime. Bell Asset Management Ltd recently released their Q3 2022 and Q4 2022 13F holdings, and the changes are worth noting. In this article, we'll take a closer look at the data and what it means for the market.

We won't go into the specifics of what 13F filings are or who needs to file them, but suffice it to say that they're an important tool for tracking institutional investment activity. The data in Bell Asset Management Ltd's 13F filing reveals several interesting trends and changes.

Microsoft (MSFT) and Alphabet (GOOGL) lead the pack in terms of the percentage increase in shares held. Bell Asset Management Ltd increased its holdings of Microsoft by 9.4% and its holdings of Alphabet by 7.8%. This is likely indicative of the continued strength of the tech sector, despite recent concerns over inflation and supply chain issues.

Verizon Communications (VZ) saw the most significant increase in shares held, with a staggering 39.7% increase between Q3 and Q4. This suggests that Bell Asset Management Ltd believes in the company's long-term prospects, despite concerns over the impact of the pandemic on the telecom industry.

On the flip side, Amazon (AMZN) saw the most significant decrease in shares held, with a 19.8% reduction between Q3 and Q4. This may reflect concerns over Amazon's ongoing legal troubles and regulatory scrutiny, as well as the broader challenges facing the retail sector.

Other companies that saw notable increases in shares held include Cisco Systems (CSCO), which saw a 60.6% increase, and AmerisourceBergen Corp (ABC), which saw a 6.2% increase. UnitedHealth Group Inc (UNH) and Coca Cola Co (KO) were among the companies that were entirely new to Bell Asset Management Ltd's portfolio in Q4.

Overall, the data from Bell Asset Management Ltd's Q3 and Q4 13F filings suggests that the market continues to be volatile, with ups and downs across sectors and industries. However, it also suggests that certain companies, particularly in the tech and telecom sectors, remain attractive investment opportunities for institutional investors. As always, investors should do their research and proceed with caution, but the data from Bell Asset Management Ltd's filing is a useful tool for evaluating market trends and making informed decisions about investment strategies.